Re: [GNC] Which report to use?
Rich, I'm still learning... I'll add that the Transaction Report has a Filter option where you can choose to include or exclude transactions that have matching text in 'Description, Notes, or Memo' fields. (you can't specify which though) And you can use Regular Expressions for a really complicated criteria. But simple text matches are easy. Regards, Adrien On 12/16/20 5:30 PM, Rich Shepard wrote I'll learn how to effectively use Find. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
On Wed, 16 Dec 2020, Adrien Monteleone wrote: Sure it does, the first part of a criteria is the field to search. By default, that is description. You have many options, including Notes alone, or as part of 'Description, Notes, or Memo'. Adrien, Okay, I missed that ... Be careful here though. You need to do your Finds from the Accounts tab. It is possible to do them from a register, but results aren't always what you might expect. ... and this is probably why I did. You can either keep doing Finds from subsequent results tabs to narrow the search (to include or exclude transactions that meet the new criteria) Or you can craft a single multi-criteria Find. I'll learn how to effectively use Find. Thanks again, Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
Sure it does, the first part of a criteria is the field to search. By default, that is description. You have many options, including Notes alone, or as part of 'Description, Notes, or Memo'. Be careful here though. You need to do your Finds from the Accounts tab. It is possible to do them from a register, but results aren't always what you might expect. You can either keep doing Finds from subsequent results tabs to narrow the search (to include or exclude transactions that meet the new criteria) Or you can craft a single multi-criteria Find. Regards, Adrien On 12/16/20 4:31 PM, Rich Shepard wrote: On Wed, 16 Dec 2020, Adrien Monteleone wrote: Though a carefully crafted Find ... Adrien, Find apparently does not look in the Notes for the search string. That's where the unique string is located. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
On Wed, 16 Dec 2020, Adrien Monteleone wrote: Though a carefully crafted Find ... Adrien, Find apparently does not look in the Notes for the search string. That's where the unique string is located. Regards, Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
On Wed, 16 Dec 2020, Adrien Monteleone wrote: Though a carefully crafted Find (or series of them) should narrow down those desired transactions, you also have View > Filter By... at your disposal which might hide any undesirables that remain which meet the available criteria. (but Find also allows you to choose to exclude transactions from results, so it is probably more powerful) Adrien, Thanks very much. Regards, Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
Though a carefully crafted Find (or series of them) should narrow down those desired transactions, you also have View > Filter By... at your disposal which might hide any undesirables that remain which meet the available criteria. (but Find also allows you to choose to exclude transactions from results, so it is probably more powerful) Regards, Adrien On 12/16/20 12:09 PM, David Carlson wrote: You use the search function to do the editing, then simply print the results with the account report. If you want to hide some of the details you could print to PDF then open the PDF with a spreadsheet app and manipulate the data there. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
On Wed, 16 Dec 2020, David Carlson wrote: You use the search function to do the editing, then simply print the results with the account report. If you want to hide some of the details you could print to PDF then open the PDF with a spreadsheet app and manipulate the data there. Thanks, David. Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
You use the search function to do the editing, then simply print the results with the account report. If you want to hide some of the details you could print to PDF then open the PDF with a spreadsheet app and manipulate the data there. On Wed, Dec 16, 2020 at 11:19 AM Rich Shepard wrote: > On Wed, 16 Dec 2020, David Carlson wrote: > > > From that description it sounds like you want to nearly arbitrarily pick > a > > few transactions to print out. > > David, > > That's true. Four transactions involving two accounts. > > > I would use the search function starting from the chart of accounts to > > pick those needles out of the haystack then use the Account Report. > > I'll see if the Account Report can be edited to show only specific > transactions in the two accounts. > > Thanks, > > Rich > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- David Carlson ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
On Wed, 16 Dec 2020, David Carlson wrote: From that description it sounds like you want to nearly arbitrarily pick a few transactions to print out. David, That's true. Four transactions involving two accounts. I would use the search function starting from the chart of accounts to pick those needles out of the haystack then use the Account Report. I'll see if the Account Report can be edited to show only specific transactions in the two accounts. Thanks, Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Which report to use?
>From that description it sounds like you want to nearly arbitrarily pick a few transactions to print out. I would use the search function starting from the chart of accounts to pick those needles out of the haystack then use the Account Report. On Wed, Dec 16, 2020 at 9:44 AM Rich Shepard wrote: > I want to print a report that shows 4 transactions: an initial debit to > checking account/credit to current liabilities, and 3 credits to checking > account/debit to that current liability account. > > Which report on the Reports menu would be most appropriate for this task? > > TIA, > > Rich > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- David Carlson ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Which report to use?
I want to print a report that shows 4 transactions: an initial debit to checking account/credit to current liabilities, and 3 credits to checking account/debit to that current liability account. Which report on the Reports menu would be most appropriate for this task? TIA, Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
