Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-02 Thread Adrien Monteleone
CoA: Chart of Accounts

It has the simple label ‘Accounts’ and is the default tab in GnuCash if you 
have none open. (I also don’t think you can close it)

Some Find operations only work properly when done if that tab has focus. Some 
of those cases should probably be filed as bugs, but sometimes the behavior 
might be intended.

Like any other tab, you can rename it if you like.

Regards,
Adrien

> On Nov 2, 2019 w44d306, at 7:29 AM, Fran_3  wrote:
> 
> Adrien, 
> 
> What is the CoA tab for all accounts? Where is it?
> 
> (This is what is so great about gnuCash, it is so rich in features that you 
> can almost learn something new abut it's capabilities every day :-)
> 
> Fran3


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-02 Thread Fran_3 via gnucash-user
 Adrien, 

What is the CoA tab for all accounts? Where is it?
(This is what is so great about gnuCash, it is so rich in features that you can 
almost learn something new abut it's capabilities every day :-)
Fran3


On Friday, November 1, 2019, 10:01:07 PM EDT, Adrien Monteleone 
 wrote:  
 
 As Fran notes, the Transaction report has several filters and sorting means, 
but using an amount cut-off is not one of them.

But you can run a Find on a particular register (or from the CoA tab for all 
accounts) and then use multiple criteria to narrow down your search. (no need 
to run multiple searches) One of those can be ‘value’ is either debit/credit or 
both.

You can then run a ‘register report’ on the Find results tab.

Regards,
Adrien

> On Nov 1, 2019 w44d305, at 1:12 PM, Gareth Davies via gnucash-user 
>  wrote:
> 
> Hi all,
> 
> I have been reading these emails with interest, but I was wondering if I
> could apply a filter in the transactions to only show those people who have
> paid Membership Fees above a certain amount i.e £100
> 
> Cheers,
> Gareth

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-02 Thread Gareth Davies via gnucash-user
Fran3,

 

Thanks Fran for the help, I will experiment with the various settings and see 
what happens.

 

Once again thanks for the help.

 

Gareth

 

 

From: Fran_3  
Sent: 01 November 2019 18:51
To: stepbystepf...@comcast.net; gnucash-user@gnucash.org; 
gareth.davie...@ntlworld.com
Subject: Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to 
print out ?

 

Gareth,

 

I'm not sure you can use the Transaction Report to search an account... say the 
checking account... for a value greater than X.

 

I also don't see a way using the Customer Report.

 

But, you can just bring up the register... say the checking account register... 
and search (Ctl-F) the Description, Notes, and Memo fields for whatever... like 
find all transactions in checking to or from GoDaddy...

 

Then, press Ctl-F again but this time, instead of searching for something in 
the Description, Notes, or Memo fields search for Value... then you can set 
that search to return transactions greater than... your magic number.

 

So maybe if your Paid Members were in Sales... I guess there might be two 
cases...

 

Sales from Paid Members and Sales from whatever else.

 

If some keyword were in the Paid Member transaction... like "membership dues" 
than you could search the Sales Register for that then do your search of those 
results for the Value greater than X.

 

I'm sure there may be a better way but maybe this will give you an idea of 
something to try.

 

Good Luck,

 

Fran3

 

 

On Friday, November 1, 2019, 2:13:26 PM EDT, Gareth Davies via gnucash-user 
mailto:gnucash-user@gnucash.org> > wrote: 

 

 

Hi all,

I have been reading these emails with interest, but I was wondering if I
could apply a filter in the transactions to only show those people who have
paid Membership Fees above a certain amount i.e £100

Cheers,
Gareth


-Original Message-
From: gnucash-user
mailto:ntlworld@gnucash.org> > On Behalf Of
Michael or Penny Novack
Sent: 01 November 2019 13:28
To: gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> 
Subject: Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to
print out ?

On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
> I think I know the answer to this but I wanted to double check.
> .
> 2 - Is there any way to add a comment to the report before you print it...
other than making the title long?
> 3 - Can you include HTML tags like  and  to have a report's
first line bold and 2nd line small for additional comments?
> Thanks,
> Fran3

This is a perfect example (even though minimal changes compared to what I am
usually doing)

Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished product
(the report as will be presented) but have nothing to do with the accounting
data.

Export the report, bring it into a document under control of your favorite
editor, then add the details like notes, change font or size of certain
parts, selective bolding or italics, etc.

COULD the developers add (to within the accounting package) the capabilities
of an editor? Perhaps. But WHY do that when plenty of perfectly good editing
apps already exist.

Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Adrien Monteleone
As Fran notes, the Transaction report has several filters and sorting means, 
but using an amount cut-off is not one of them.

But you can run a Find on a particular register (or from the CoA tab for all 
accounts) and then use multiple criteria to narrow down your search. (no need 
to run multiple searches) One of those can be ‘value’ is either debit/credit or 
both.

You can then run a ‘register report’ on the Find results tab.

Regards,
Adrien

> On Nov 1, 2019 w44d305, at 1:12 PM, Gareth Davies via gnucash-user 
>  wrote:
> 
> Hi all,
> 
> I have been reading these emails with interest, but I was wondering if I
> could apply a filter in the transactions to only show those people who have
> paid Membership Fees above a certain amount i.e £100
> 
> Cheers,
> Gareth

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Michael or Penny Novack

On 11/1/2019 9:46 AM, Fran_3 wrote:
Michael, no request for added features to GC was intended. I was just 
exploring the existing capabilities of the program.


Understood.

But I come to this from a different position. When I took over as 
treasurer (of the first organization) I asked the lawyer/accountant on 
the board SHOULD I create custom reports in gnucash. See, then recently 
retired from decades in the cypher mines, although LISP not really one 
of the languages I ever wrote in,  I could read it well enough << well, 
could READ most any of the common languages** >> and scheme is a LISP 
dialect. In other words, something I could have done.


He told me flat out no, that almost any accountant would want just the 
raw reports and would then use his or her favorite full power editor to 
add annotations, text, and all the pretty printing details.



Michael D Novack

* QuickBooks Pro for Non-Profits had been lost in the fire and although 
insurance would have paid to replace it, it didn't really have ANY of 
the special features a non-profit org needs built in. In other words, a 
"cheat".


** Once you are fluent in half a dozen or so computer languages it takes 
little time to get up to speed in another.




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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Fran_3 via gnucash-user
 Gareth,
I'm not sure you can use the Transaction Report to search an account... say the 
checking account... for a value greater than X.
I also don't see a way using the Customer Report.
But, you can just bring up the register... say the checking account register... 
and search (Ctl-F) the Description, Notes, and Memo fields for whatever... like 
find all transactions in checking to or from GoDaddy...
Then, press Ctl-F again but this time, instead of searching for something in 
the Description, Notes, or Memo fields search for Value... then you can set 
that search to return transactions greater than... your magic number.
So maybe if your Paid Members were in Sales... I guess there might be two 
cases...
Sales from Paid Members and Sales from whatever else.
If some keyword were in the Paid Member transaction... like "membership dues" 
than you could search the Sales Register for that then do your search of those 
results for the Value greater than X.
I'm sure there may be a better way but maybe this will give you an idea of 
something to try.
Good Luck,
Fran3

On Friday, November 1, 2019, 2:13:26 PM EDT, Gareth Davies via gnucash-user 
 wrote:  
 
 Hi all,

I have been reading these emails with interest, but I was wondering if I
could apply a filter in the transactions to only show those people who have
paid Membership Fees above a certain amount i.e £100

Cheers,
Gareth


-Original Message-
From: gnucash-user
 On Behalf Of
Michael or Penny Novack
Sent: 01 November 2019 13:28
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to
print out ?

On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
> I think I know the answer to this but I wanted to double check.
> .
> 2 - Is there any way to add a comment to the report before you print it...
other than making the title long?
> 3 - Can you include HTML tags like  and  to have a report's
first line bold and 2nd line small for additional comments?
> Thanks,
> Fran3

This is a perfect example (even though minimal changes compared to what I am
usually doing)

Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished product
(the report as will be presented) but have nothing to do with the accounting
data.

Export the report, bring it into a document under control of your favorite
editor, then add the details like notes, change font or size of certain
parts, selective bolding or italics, etc.

COULD the developers add (to within the accounting package) the capabilities
of an editor? Perhaps. But WHY do that when plenty of perfectly good editing
apps already exist.

Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Gareth Davies via gnucash-user
Hi all,

I have been reading these emails with interest, but I was wondering if I
could apply a filter in the transactions to only show those people who have
paid Membership Fees above a certain amount i.e £100

Cheers,
Gareth


-Original Message-
From: gnucash-user
 On Behalf Of
Michael or Penny Novack
Sent: 01 November 2019 13:28
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to
print out ?

On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
> I think I know the answer to this but I wanted to double check.
> .
> 2 - Is there any way to add a comment to the report before you print it...
other than making the title long?
> 3 - Can you include HTML tags like  and  to have a report's
first line bold and 2nd line small for additional comments?
> Thanks,
> Fran3

This is a perfect example (even though minimal changes compared to what I am
usually doing)

Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished product
(the report as will be presented) but have nothing to do with the accounting
data.

Export the report, bring it into a document under control of your favorite
editor, then add the details like notes, change font or size of certain
parts, selective bolding or italics, etc.

COULD the developers add (to within the accounting package) the capabilities
of an editor? Perhaps. But WHY do that when plenty of perfectly good editing
apps already exist.

Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Adrien Monteleone
No, *not* the Easy stylesheet. I didn’t suggest it for a reason. You need to 
use the "Head or Tail" stylesheet.

As for renaming a field - not without creating a custom version of a stylesheet 
or hacking the report itself.

> On Nov 1, 2019 w44d305, at 9:01 AM, Fran_3  wrote:
> 
> Adrien,
> 
> I tried to  check out style sheets and have a couple of questions...
> 
> 1 - Under Edit > Style Sheets
> 
> I clicked on Easy > Edit
> 
> And expected to be able to either add a field or edit the name of a field... 
> like change the name of Prepared By to something like Comments or Notes...
> 
> But I couldn't see how to do it... so then I tried to create a new Style 
> Sheet using Easy as a template...
> 
> Again expecting to be able to add a field or two but no joy.
> 
> Of course I can do this as Michael suggest and just export and modify in 
> another program... and I'm not suggesting any modifications to GC, I'm just 
> trying to make sure I didn't miss anything when exploring Editing or creating 
> a New Style Sheet.
> 
> 2 - Finally, when I created a Transaction Report and choose Easy as the Style 
> Sheet I expected to see the "Prepared by" field under the report name 
> field... but it wasn't there.
> 
> I guess I'm completely missing something here.
> 
> BTW, Win7 Pro and GC 3.7.
> 
> Thanks for the help.
> 
> Fran3

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Fran_3 via gnucash-user
 Adrien,
I tried to  check out style sheets and have a couple of questions...
1 - Under Edit > Style Sheets
I clicked on Easy > Edit
And expected to be able to either add a field or edit the name of a field... 
like change the name of Prepared By to something like Comments or Notes...
But I couldn't see how to do it... so then I tried to create a new Style Sheet 
using Easy as a template...
Again expecting to be able to add a field or two but no joy.
Of course I can do this as Michael suggest and just export and modify in 
another program... and I'm not suggesting any modifications to GC, I'm just 
trying to make sure I didn't miss anything when exploring Editing or creating a 
New Style Sheet.
2 - Finally, when I created a Transaction Report and choose Easy as the Style 
Sheet I expected to see the "Prepared by" field under the report name field... 
but it wasn't there.
I guess I'm completely missing something here.

BTW, Win7 Pro and GC 3.7.
Thanks for the help.
Fran3

On Friday, November 1, 2019, 9:48:28 AM EDT, Adrien Monteleone 
 wrote:  
 
 But the abilities *have* been added via stylesheets. (as noted)


Regards,
Adrien

> On Nov 1, 2019 w44d305, at 8:28 AM, Michael or Penny Novack 
>  wrote:
> 
> On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
>> I think I know the answer to this but I wanted to double check.
>> .
>> 2 - Is there any way to add a comment to the report before you print it... 
>> other than making the title long?
>> 3 - Can you include HTML tags like  and  to have a report's first 
>> line bold and 2nd line small for additional comments?
>> Thanks,
>> Fran3
> 
> This is a perfect example (even though minimal changes compared to what I am 
> usually doing)
> 
> Why ask for/expect this capability from WITHIN the accounting software? These 
> are the sort of changes you might want/need for the finished product (the 
> report as will be presented) but have nothing to do with the accounting data.
> 
> Export the report, bring it into a document under control of your favorite 
> editor, then add the details like notes, change font or size of certain 
> parts, selective bolding or italics, etc.
> 
> COULD the developers add (to within the accounting package) the capabilities 
> of an editor? Perhaps. But WHY do that when plenty of perfectly good editing 
> apps already exist.
> 
> Michael D Novack

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Adrien Monteleone
But the abilities *have* been added via stylesheets. (as noted)


Regards,
Adrien

> On Nov 1, 2019 w44d305, at 8:28 AM, Michael or Penny Novack 
>  wrote:
> 
> On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
>> I think I know the answer to this but I wanted to double check.
>> .
>> 2 - Is there any way to add a comment to the report before you print it... 
>> other than making the title long?
>> 3 - Can you include HTML tags like  and  to have a report's first 
>> line bold and 2nd line small for additional comments?
>> Thanks,
>> Fran3
> 
> This is a perfect example (even though minimal changes compared to what I am 
> usually doing)
> 
> Why ask for/expect this capability from WITHIN the accounting software? These 
> are the sort of changes you might want/need for the finished product (the 
> report as will be presented) but have nothing to do with the accounting data.
> 
> Export the report, bring it into a document under control of your favorite 
> editor, then add the details like notes, change font or size of certain 
> parts, selective bolding or italics, etc.
> 
> COULD the developers add (to within the accounting package) the capabilities 
> of an editor? Perhaps. But WHY do that when plenty of perfectly good editing 
> apps already exist.
> 
> Michael D Novack

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Fran_3 via gnucash-user
 Michael, no request for added features to GC was intended. I was just 
exploring the existing capabilities of the program.

 Having been involved in product development I have experienced countless 
meetings, discussions and passionate exchanges about nailing down product 
design spec's and later product update priorities and considerations.
As I have been immersed in using GC extensively for the last few weeks I have 
learned a lot about it and its capabilities and all of that has only 
contributed to my admiration of the product, the development team, and their 
efforts.
But, none of that negates continuing to explore and dig for features that may 
be in the system... but not obvious to a user who is up against the clock 
spending day and night trying to get a job done.
Hopefully that clears up my intent and any unintended interpretations of my 
original post in this thread.
Finally I want to compliment the great help and those who provide it here on 
this list.
I do have a couple of follow-up questions on the topic but I'll put those in a 
separate post.

Best,Fran3

On Friday, November 1, 2019, 9:28:43 AM EDT, Michael or Penny Novack 
 wrote:  
 
 On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:
> I think I know the answer to this but I wanted to double check.
> .
> 2 - Is there any way to add a comment to the report before you print it... 
> other than making the title long?
> 3 - Can you include HTML tags like  and  to have a report's first 
> line bold and 2nd line small for additional comments?
> Thanks,
> Fran3

This is a perfect example (even though minimal changes compared to what 
I am usually doing)

Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished 
product (the report as will be presented) but have nothing to do with 
the accounting data.

Export the report, bring it into a document under control of your 
favorite editor, then add the details like notes, change font or size of 
certain parts, selective bolding or italics, etc.

COULD the developers add (to within the accounting package) the 
capabilities of an editor? Perhaps. But WHY do that when plenty of 
perfectly good editing apps already exist.

Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Michael or Penny Novack

On 11/1/2019 8:46 AM, Fran_3 via gnucash-user wrote:

I think I know the answer to this but I wanted to double check.
.
2 - Is there any way to add a comment to the report before you print it... 
other than making the title long?
3 - Can you include HTML tags like  and  to have a report's first 
line bold and 2nd line small for additional comments?
Thanks,
Fran3


This is a perfect example (even though minimal changes compared to what 
I am usually doing)


Why ask for/expect this capability from WITHIN the accounting software? 
These are the sort of changes you might want/need for the finished 
product (the report as will be presented) but have nothing to do with 
the accounting data.


Export the report, bring it into a document under control of your 
favorite editor, then add the details like notes, change font or size of 
certain parts, selective bolding or italics, etc.


COULD the developers add (to within the accounting package) the 
capabilities of an editor? Perhaps. But WHY do that when plenty of 
perfectly good editing apps already exist.


Michael D Novack


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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Fran_3 via gnucash-user
 Thanks Adrien, I'll give that a go.
FYI, this HTML for the Transaction Report "Report Name" seem to work but then 
it creates a long name and clutter when finding and opening a saved report.
Transaction Report: HTML Demo2nd line 
normal text demo
Again, I'll be switching to "the right way to do it" based on your answer.
Thanks,
Fran3

On Friday, November 1, 2019, 8:56:34 AM EDT, Adrien Monteleone 
 wrote:  
 
 

> On Nov 1, 2019 w44d305, at 7:46 AM, Fran_3 via gnucash-user 
>  wrote:
> 
> I think I know the answer to this but I wanted to double check.
> 1 - Can I print a Transaction Report and exclude the line items and only show 
> the total(s) ?

Options > Sorting > Show Subtotals Only (hide transactional data) - this is the 
last option on that tab.

> 2 - Is there any way to add a comment to the report before you print it... 
> other than making the title long?

Use the ‘Head or Tail’ stylesheet which you’ll need to customize in Edit > 
Stylesheets.

You’ll get several new fields (including preparer, prepared for, and comments) 
and you can place them at the bottom if you don’t like them up top.

> 3 - Can you include HTML tags like  and  to have a report's first 
> line bold and 2nd line small for additional comments?

Not without hacking the report, but you can maybe adjust what you need via 
editing the style sheet from within GnuCash. (like above) You can specify 
colors, fonts and sizes. Simply assign a bold font to the particular element 
you want. Note, it might take some trial and error to figure out which settings 
affect which elements in the report. Not all reports will have all elements. 
(like when you hide transactional data)

You can also achieve all of this by exporting or copy/pasting a report to a 
spreadsheet app like LibreOffice and manipulating from there.

Regards,
Adrien

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Re: [GNC] Transaction Report: 1)Print only totals 2)Add comment to print out ?

2019-11-01 Thread Adrien Monteleone


> On Nov 1, 2019 w44d305, at 7:46 AM, Fran_3 via gnucash-user 
>  wrote:
> 
> I think I know the answer to this but I wanted to double check.
> 1 - Can I print a Transaction Report and exclude the line items and only show 
> the total(s) ?

Options > Sorting > Show Subtotals Only (hide transactional data) - this is the 
last option on that tab.

> 2 - Is there any way to add a comment to the report before you print it... 
> other than making the title long?

Use the ‘Head or Tail’ stylesheet which you’ll need to customize in Edit > 
Stylesheets.

You’ll get several new fields (including preparer, prepared for, and comments) 
and you can place them at the bottom if you don’t like them up top.

> 3 - Can you include HTML tags like  and  to have a report's first 
> line bold and 2nd line small for additional comments?

Not without hacking the report, but you can maybe adjust what you need via 
editing the style sheet from within GnuCash. (like above) You can specify 
colors, fonts and sizes. Simply assign a bold font to the particular element 
you want. Note, it might take some trial and error to figure out which settings 
affect which elements in the report. Not all reports will have all elements. 
(like when you hide transactional data)

You can also achieve all of this by exporting or copy/pasting a report to a 
spreadsheet app like LibreOffice and manipulating from there.

Regards,
Adrien

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