Re: [GNC] report: group account activity by accounting period instead of by month

2019-04-09 Thread Adrien Monteleone
If you only ran the report for one account and you just want to label it, you 
can use the Report Name field in the General tab of the report options. It is a 
free-form field.

Regards,
Adrien

> On Apr 9, 2019, at 9:51 PM, Ron Eggler  wrote:
> 
> Thanks, guys!
> I'm a GnuCash newbie regarding the creation of reports & sorting and stuff.
> I think setting primary to Date by Month and Secondary to Date by year
> gives me what I needed. However, the totals don't say which account the
> numbers belongs to, how do I add that?
> 


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Re: [GNC] report: group account activity by accounting period instead of by month

2019-04-09 Thread Ron Eggler
Thanks, guys!
I'm a GnuCash newbie regarding the creation of reports & sorting and stuff.
I think setting primary to Date by Month and Secondary to Date by year
gives me what I needed. However, the totals don't say which account the
numbers belongs to, how do I add that?

On Sun, Apr 7, 2019 at 8:15 PM David T.  wrote:

>
> Indeed.  I read that backwards, and advised how to get monthly subtotals.
>
> If you are in the US, you might explore the Tax Options settings, which,
> when combined with the TXF report, can make tax reporting very easy.
>
> David
>
> On Mon, Apr 8, 2019 at 8:25, John Ralls
>  wrote:
>
>
> > On Apr 7, 2019, at 6:53 PM, Ron Eggler  wrote:
> >
> > Hi,
> >
> > I'm using GnuCash 2.6.12 and would like to create an annual report for
> tax
> > reporting purposes. For that, I would like to create a report where
> > transactions are grouped for the whole year, accounting period but
> instead,
> > I get them grouped by month. How can I change this?
>
> Assuming the transaction report, click report options and select the
> sorting tab.
>
> If your period is 1 year you can just uncheck "secondary subtotal". If the
> period is longer and you want yearly subtotals, change  secondary key
> to Date and Secondary Subtotal for Date Key to Yearly.
>
> Regards,
> John Ralls
>
>
>
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Re: [GNC] report: group account activity by accounting period instead of by month

2019-04-07 Thread David T. via gnucash-user

Indeed.  I read that backwards, and advised how to get monthly subtotals.
If you are in the US, you might explore the Tax Options settings, which, when 
combined with the TXF report, can make tax reporting very easy. 
David
 
 
  On Mon, Apr 8, 2019 at 8:25, John Ralls wrote:   

> On Apr 7, 2019, at 6:53 PM, Ron Eggler  wrote:
> 
> Hi,
> 
> I'm using GnuCash 2.6.12 and would like to create an annual report for tax
> reporting purposes. For that, I would like to create a report where
> transactions are grouped for the whole year, accounting period but instead,
> I get them grouped by month. How can I change this?

Assuming the transaction report, click report options and select the sorting 
tab.

If your period is 1 year you can just uncheck "secondary subtotal". If the 
period is longer and you want yearly subtotals, change      secondary key to 
Date and Secondary Subtotal for Date Key to Yearly.

Regards,
John Ralls


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Re: [GNC] report: group account activity by accounting period instead of by month

2019-04-07 Thread John Ralls



> On Apr 7, 2019, at 6:53 PM, Ron Eggler  wrote:
> 
> Hi,
> 
> I'm using GnuCash 2.6.12 and would like to create an annual report for tax
> reporting purposes. For that, I would like to create a report where
> transactions are grouped for the whole year, accounting period but instead,
> I get them grouped by month. How can I change this?

Assuming the transaction report, click report options and select the sorting 
tab.

If your period is 1 year you can just uncheck "secondary subtotal". If the 
period is longer and you want yearly subtotals, change   secondary key to 
Date and Secondary Subtotal for Date Key to Yearly.

Regards,
John Ralls


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