Re: [GNC] Reports: Account ending balances
Great! Thanks for reporting back what worked. Regards, Adrien On 8/31/22 6:36 AM, Pa In wrote: Perfect Adrian! Setting the budget option 'beginning on' to the dated I want the budget report to start works even if I do not enter any budget amounts. Thanks again for your help. I can now report the balances for all accounts for multiple months in a single report for any accounting period. Regards, Julian ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Reports: Account ending balances
Perfect Adrian! Setting the budget option 'beginning on' to the dated I want the budget report to start works even if I do not enter any budget amounts. Thanks again for your help. I can now report the balances for all accounts for multiple months in a single report for any accounting period. Regards, Julian On Wed., Aug. 31, 2022, 1:03 a.m. Adrien Monteleone, < adrien.montele...@lusfiber.net> wrote: > Ah, you may indeed have to create a budget even if there are no budgeted > figures. My memory is a bit fuzzy on that point, but I think the budget > report will require you specify a budget, which defines what the periods > are, and those are fixed with absolute dates. It is not a sliding window > like 'this year' that other reports offer. So you set up a new 'budget', > put no figures in it (unless you want to) define the time frame of the > budget to the reporting period you want (say, 1/22—12/22), then run a > Budget Report for that 'budget' you just defined, turning off Actuals, > Difference, and various subtotals, et cetera as needed to clean it up. > > Another option, though the layout may not be desirable, is the > Transaction Report selecting the desired accounts, then removing as much > info as possible, and including the 'table' option. That *might* get you > close. But I think the Budget Report is closer if you can get the > reporting period to line up. > > A further alternative would be separate Income Statement & Balance Sheet > reports. (if you want to export to a spreadsheet) > > If you just want to view it on screen, then you can create a custom > multi-column report with both of those. Note, the multi-column report is > more than just 'columns' and more like specifying layout. (you can have > more than one report in a single 'column' if I recall correctly) It is > possible to use this to create a 'dashboard' of sorts with various > reports/charts in its own tab. > > Regards, > Adrien > > On 8/30/22 11:51 PM, Pa In wrote: > > I did look at the budget report but when I manually select the range of > > budget periods 1 to 60 the first column shows balances for 2015-03 (when > I > > first started using GnuCash) and 2020-01 respectively. I can't figure > out > > how to 'advance' the date for period 1 so that it captures more recent > > activity. > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Reports: Account ending balances
Ah, you may indeed have to create a budget even if there are no budgeted figures. My memory is a bit fuzzy on that point, but I think the budget report will require you specify a budget, which defines what the periods are, and those are fixed with absolute dates. It is not a sliding window like 'this year' that other reports offer. So you set up a new 'budget', put no figures in it (unless you want to) define the time frame of the budget to the reporting period you want (say, 1/22—12/22), then run a Budget Report for that 'budget' you just defined, turning off Actuals, Difference, and various subtotals, et cetera as needed to clean it up. Another option, though the layout may not be desirable, is the Transaction Report selecting the desired accounts, then removing as much info as possible, and including the 'table' option. That *might* get you close. But I think the Budget Report is closer if you can get the reporting period to line up. A further alternative would be separate Income Statement & Balance Sheet reports. (if you want to export to a spreadsheet) If you just want to view it on screen, then you can create a custom multi-column report with both of those. Note, the multi-column report is more than just 'columns' and more like specifying layout. (you can have more than one report in a single 'column' if I recall correctly) It is possible to use this to create a 'dashboard' of sorts with various reports/charts in its own tab. Regards, Adrien On 8/30/22 11:51 PM, Pa In wrote: I did look at the budget report but when I manually select the range of budget periods 1 to 60 the first column shows balances for 2015-03 (when I first started using GnuCash) and 2020-01 respectively. I can't figure out how to 'advance' the date for period 1 so that it captures more recent activity. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Reports: Account ending balances
I did look at the budget report but when I manually select the range of budget periods 1 to 60 the first column shows balances for 2015-03 (when I first started using GnuCash) and 2020-01 respectively. I can't figure out how to 'advance' the date for period 1 so that it captures more recent activity. Regards, Julian On Tue., Aug. 30, 2022, 8:50 p.m. Adrien Monteleone, < adrien.montele...@lusfiber.net> wrote: > Did you try the Budget Report? That one can show assets & liabilities too. > > Regards, > Adrien > > On 8/30/22 4:45 PM, Pa In wrote: > > Would be great if it wasn't just limited to income and expenses but also > > included all other accounts so I could track how asserts and liabilities > > change from month to month. > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Reports: Account ending balances
Did you try the Budget Report? That one can show assets & liabilities too. Regards, Adrien On 8/30/22 4:45 PM, Pa In wrote: Would be great if it wasn't just limited to income and expenses but also included all other accounts so I could track how asserts and liabilities change from month to month. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Reports: Account ending balances
Thanks Adrian, The experimental Income Statement (Multicolumn) report is exactly what I'm looking for. I just need to figure out how to remove the sub-totals and do it myself in a spreadsheet and manually re-order the accounts too. Would be great if it wasn't just limited to income and expenses but also included all other accounts so I could track how asserts and liabilities change from month to month. Regards, Julian On Sun., Aug. 28, 2022, 8:17 p.m. Adrien Monteleone, < adrien.montele...@lusfiber.net> wrote: > A Budget Report can do that. Not certain if you need a budget set up, > but I don't think so. Include only the 'actual' column(s). > > I think there is also an experimental multi-period P (Income > Statement) which is probably more of what you are looking for. > > Regards, > Adrien > > On 8/28/22 3:13 PM, Pa In wrote: > > Do any of the included reports show only the closing balances of selected > > accounts without the transaction details with each month's ending balance > > appearing in seperate columns side by side? > > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Reports: Account ending balances
A Budget Report can do that. Not certain if you need a budget set up, but I don't think so. Include only the 'actual' column(s). I think there is also an experimental multi-period P (Income Statement) which is probably more of what you are looking for. Regards, Adrien On 8/28/22 3:13 PM, Pa In wrote: Do any of the included reports show only the closing balances of selected accounts without the transaction details with each month's ending balance appearing in seperate columns side by side? ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
