Re: [GNC] consolidate transactions report

[Cindy Doughty]

I only converted the one custom report back in June to work with Version
3.  Since I haven't heard any requests so far to convert the others, I
assume that is the only one being used.

Doug Doughty

On Sun, Jun 3, 2018 at 6:46 PM, Cindy Doughty  wrote:

> Attached is an updated version of the transaction report I published last
> year.  This version is designed to run with the 3.1 version of GNUCASH.
> This report allows you to combine or consolidate entries so the sum of all
> the Wolworths entries would print as just one with the sum total.  To
> activate this go to the display tab, also to change the way items are
> combined uncheck memo, date, and so forth.  Also on the sorting tab try
> changing so the date is not used as a subtotal.  You can also use the
> filter page to only print total transaction amounts in a given range.
> Please test and let me know if you find any problems.
>
>   To install it in windows put the attached three files in the folder
> C:\Users\your_userid\AppData\Roaming\GnuCash\
> for linux and os see the following from the wiki - note you want the right
> hand column:
>
> Operating SystemUser Config Directory (2.6 and older)User Config
> Directory (3 and newer)
> *Linux/Unix* /home/YourName/.gnucash /home/YourName/.config/gnucash
> *Windows 7 and newer* C:\Users\YourName\.gnucash
> C:\Users\YourName\AppData\Roaming\GnuCash
> *Windows XP & Vista* C:\Documents and Settings\YourName\.gnucash (Not
> supported)
> *OSX Bundle*(Gnucash.app) Under your home directory: Library/Application
> Support/Gnucash
>
> (if you are still using macOS 10.6 or earlier: Library/Applications
> Defaults/Gnucash)
> Under your home directory: Library/Application Support/Gnucash
>
> Doug Doughty
>
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Re: [GNC] gnucash-user Digest, Vol 183, Issue 11

[Cindy Doughty]

Look at my Sept 12 2017 post - One way to find it is to google nabble
gnucash  and then search for  Doughty or  Subtotaling on Description

On Mon, Jun 4, 2018 at 1:11 PM, Elmar  wrote:

> I am still running  2.6.12 - where on the web (URL) is this report,
> please?  It sounds incredibly useful.
>
> - Elmar
>
> On 06/04/2018 09:17 AM, gnucash-user-requ...@gnucash.org wrote:
>
>> -- Forwarded message --
>> From: Cindy Doughty 
>> Date: Sun, Jun 3, 2018 at 6:46 PM
>> Subject: consolidate transactions report
>> To: gnucash-user 
>> Cc: gnucash-de...@gnucash.org
>>
>>
>> Attached is an updated version of the transaction report I published last
>> year
>>
>> ...
>> for linux and os see the following from the wiki - note you want the right
>> hand column:
>>
>> Operating SystemUser Config Directory (2.6 and older)User Config Directory
>> (3 and newer)
>> *Linux/Unix* /home/YourName/.gnucash /home/YourName/.config/gnucash...
>> -- next part --
>> A non-text attachment was scrubbed...
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>> /20180604/6ad75909/attachment.obj>
>> -- next part --
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>> /20180604/6ad75909/attachment-0001.obj>
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>>
>>
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[GNC] version 3 impact on custom reports

[Cindy Doughty]

I just got back form vacation and see that version 3 has broken some of the
custom reports I developed.  If Chris doesn't get them fixed, I will try to
update to version 3 and fix them in the next couple of weeks.  I hope to
work on having a couple of them added to the main package put got back to
working full time after developing them last year.  Just started back up a
couple of my Linux machines so I can try doing some development work over
the next few months.


Doug Doughty
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Re: using custom text to effect class reports

[Cindy Doughty]

The transaction report I posted today (Sept 12 2017) should be able to
search just note fields, just change the entry on the "sort" tab.

Doug Doughty

On Fri, Sep 1, 2017 at 12:16 PM, George Riner 
wrote:

> I'm using the trick of inserting a custom piece of text into transactions
> so that I can then select/sort for that text in report generation. This is
> to get a quicken-style 'class report'. I then put that custom bit of text
> into the "Description contains:" field of the 'Sorting' tab on the report
> options.
>
> It works fine, and I've been using it to mostly satisfaction.
>
> Except that the only option to search in is the 'Description' field. I do
> make purchases with 1 charge to my credit card where the items I bought
> apply to different 'classes' and I insert my custom-text into each 'note'
> field of the split transaction. but I can't set the report options to
> filter by Memo or Note field; only the Description field.
>
> Is my only recourse at present to 'un-split' the transaction into the 2 or
> 3 different transactions for each 'class'? Or am I missing some other
> report filtering options that work on the Memo &/or Note fields?
>
> :George
> Gnucash 2.6.17
> Windows 10
>
>
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Re: Question on multiple layered searches and exporting

[Cindy Doughty]

try using the new version of the transaction report I posted.  It allows
you to search based on two criteria.

Doug Doughty

On Tue, Aug 8, 2017 at 1:32 PM, Jeff  wrote:

> I have not used internet chat feeds in 30 years so bear with me as I
> relearn how.  I found partial answers to my questions all over the web but;
> nothing that worked for me using the exported reports in other programs.
>
> Anyway questions at hand.  I am using GNUCash 2.16.7 for Windoze 10.  I
> need to to generate some specialized reports that are not supported.
>
> So my questions are:
>
> 1)  Is there anyway I can make each search I do output it's results to a
> new tab so I do not have to start all over after getting 5 layers deep in a
> search if I screw up?
>
> 2) Is there an easier way to get an editable exported document from any of
> the reports, including searches?  The only way to print them properly seems
> to be convert to HTML then print.  I on occasion need to add them to Open
> Office Documents and I have yet to find a way to do this on short notice.
> Export to open office file type would be wonderful great option in my case.
>
> Jeffrey Black M.B.A.
>
>
>
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Re: Transaction Report - Subtotaling on Description? (Based on Previous Threads)

[Cindy Doughty]

The new version of the transaction report I posted has a check box named
"composite".  If you check the box and select the entire year for the time
period it will give you the total for each description.

Doug

On Mon, Sep 4, 2017 at 5:17 PM, aegross  wrote:

> This post is more-or-less for the elders of the forumthose who have a
> lot
> of experience with GC and double-entry accounting
>
> Was reporting on charitable giving for the current year, using the
> Transaction Report.  Tried to determine how to subtotal on Description;
> couldn't determine how and scanned through past threads and found these:
>
> http://gnucash.1415818.n4.nabble.com/Basic-reporting-
> Subtotal-by-Description-field-td1421478.html
>
> http://gnucash.1415818.n4.nabble.com/report-of-charitable-contributions-
> td4461126.html#a4461254
>
> http://gnucash.1415818.n4.nabble.com/Which-report-am-I-
> looking-for-td4688925.html#a4689235
>
>
> If I understand the primary points of these threads, it isn't possible to
> subtotal on Description (without changing the code) and if one really
> wanted
> to subtotal on description, they really should not have setup their account
> like Expense:Charity but rather Expense:Charity:CharityName1,
> Expense:Charity:CharityName2, etc.
>
> The previous authors and myself maybe have thinking too much as to how a
> Quicken-type program uses reports and not properly how to think this
> through
> with proper double-entry accounting.   Before reading these threads, it
> wouldn't have occurred to me to have Expense sub-accounts dedicated to a
> particular entity, esp if I may use an entity once or twice but never
> again.
>
> It's not that there is a problem with the Transaction Report or even that
> it
> "needs work" but rather, my understanding of double-entry accounting was
> insufficient.  Correct?
>
> Regards,
> Andrew Gross
>
>
>
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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Re: New Report ideas

[Cindy Doughty]

I like it!

On Jun 29, 2017 8:15 PM, "Christopher Lam" 
wrote:

> Hi Doug
>
> I'd be keen to hack scheme to modify the source "Accounts" tree which is
> common to several report types.
>
> Right now you select your originating accounts, and when you 'save' the
> report options, the account guid are hardcoded into the options. This
> causes issues if we modify the chart of accounts. Wouldn't it be nice to
> choose any of the following account ie name/description/notes:
> 1. "Income:Chris:"
> 2. "Expenses:Business:"
> 3. ":Travel" which captures splits from both Expenses:Business:Travel and
> Expenses:Holiday:Travel
> 4. "^1" my favorite, will capture splits from accounts such as
> Expenses:Business^1:etc and Expenses:Household:Electric^1, perfect for the
> accountant. The wife gets to use ^2 :)
>
> Next step could be to search account types (eg INCOME only)
>
> Mockup attached
>
> [image: Inline images 1]
>
>
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Re: Any interest any new report

[Cindy Doughty]

Sorry,
I misread your question. Each of the column headings will be user input, on
the same tab as the find entries.  Also, planning on having a check box so
you can select if the column should be included this time or not.

On Thu, Jun 29, 2017 at 12:27 PM, Dorel Ciornei <dorelcior...@yahoo.com>
wrote:

> Hi Doug,
> I could really use such a report as long as it is flexible enough to
> select any accounts on the left side (for rows).
> Where would the columns labels come from? Will they be also any accounts
> or will they be names used in the Description field?
> Thank you
> Dorel
>
> --
> On Thursday, June 29, 2017, 8:04:58 AM CDT, Cindy Doughty <
> dbdoug...@gmail.com> wrote:
>
>
> I am thinking of creating a new report based on the comparison-transaction
> report I created.  The new report would allow you to control what is shown
> in each column for example:
>
> ExpensesMe  mate  Kid#1Kid#2
> Food
> clothing
> Hobbies
>
>
> or you could report
>
> Expensestrip#1  trip#2trip#3
> lodging
> transportation
> food
> entertainment
>
> or you could have
>
> Expenses  Apt#1Apt#2  Apt#3
>
> The report would work by allowing you to find specific entries for each
> column such as an account name  or an entry in the notes or memo fields
> such as #mate or ##holiday ##london
> Are there 5 or 6 people that could make use of such a report and would 5
> columns be enough columns?
>
> If there is not a strong interest I'll just make a rough version for
> myself.
>
>
> Doug Doughty
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Re: Any interest any new report

[Cindy Doughty]

 You will be able to select which accounts will be shown on the left side.
I am planning on using a set of find command for each of the columns.
 You will be able to find an account name or find a string of characters in
a description, memo or note, which ever you choose,  along the lines of

*Column 2:*
*Heading:  **London trip*
[image: Inline image 2]







Doug Doughty

On Thu, Jun 29, 2017 at 12:27 PM, Dorel Ciornei <dorelcior...@yahoo.com>
wrote:

> Hi Doug,
> I could really use such a report as long as it is flexible enough to
> select any accounts on the left side (for rows).
> Where would the columns labels come from? Will they be also any accounts
> or will they be names used in the Description field?
> Thank you
> Dorel
>
> --
> On Thursday, June 29, 2017, 8:04:58 AM CDT, Cindy Doughty <
> dbdoug...@gmail.com> wrote:
>
>
> I am thinking of creating a new report based on the comparison-transaction
> report I created.  The new report would allow you to control what is shown
> in each column for example:
>
> ExpensesMe  mate  Kid#1Kid#2
> Food
> clothing
> Hobbies
>
>
> or you could report
>
> Expensestrip#1  trip#2trip#3
> lodging
> transportation
> food
> entertainment
>
> or you could have
>
> Expenses  Apt#1Apt#2  Apt#3
>
> The report would work by allowing you to find specific entries for each
> column such as an account name  or an entry in the notes or memo fields
> such as #mate or ##holiday ##london
> Are there 5 or 6 people that could make use of such a report and would 5
> columns be enough columns?
>
> If there is not a strong interest I'll just make a rough version for
> myself.
>
>
> Doug Doughty
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