Re: Transaction Report with weekly balance

[Maf. King]

On Sunday, 19 November 2017 11:53:42 GMT Christopher Lam wrote:
> Hi Billsy,
> 
> Welcome to Gnucash mailing list.
> 
> Perhaps you can tick Display/Running Balance and it'll show both the
> transactional amount (+$3500, -$1500 etc) as well as the immediate bank
> balance (i.e. 7809+3500 and 7809+3500-1500 etc).
> 

Hi Christoper.

I tried that option while looking for the "running balance on a subtotal".  I 
got some weird results when there were several transactions on the same day. 
But I didn't investigate very far to try to get a good idea of what was going 
on - maybe just something odd  about how I've got my current account, etc. 

So I didn't suggest it to the OP as it wasn't what he was after, anyway!

Maf.


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Re: Transaction Report with weekly balance

[Maf. King]

On Sunday, 19 November 2017 21:36:34 GMT Billsy wrote:

> To my way of thinking (which admittedly, ain't too bright at times), the
> running balance would quickly alert one to the financial 'state of play' at
> the end of any given week.

TBH, I look at the account registers (and the summary tree page) to see 
account balances and how I expect them to change over the forthcoming week.

YMMV, of course!

Cheers,
Maf.


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Re: Transaction Report with weekly balance

[Billsy]

Thanks for your info, however, I'm still unable to make headway. Is there a
report which can be created to show expenses and income on a weekly basis,
with a balance shown at the end of each weekly period? I'm probably stupid,
but I would have thought that this would be an essential component of any
transaction report, in order to see where one's financial status is on a
periodical basis.
To my way of thinking (which admittedly, ain't too bright at times), the
running balance would quickly alert one to the financial 'state of play' at
the end of any given week.
Sorry to be such a dunderhead, and thanks to those who have taken the time
to contribute.
Billsy



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Re: Transaction Report with weekly balance

[Christopher Lam]

Hi Billsy,

Welcome to Gnucash mailing list.

Perhaps you can tick Display/Running Balance and it'll show both the
transactional amount (+$3500, -$1500 etc) as well as the immediate bank
balance (i.e. 7809+3500 and 7809+3500-1500 etc).

Note the above applies only if you have chosen your bank account as the
source account in Accounts/Accounts selection box.

Summary of options (starting from blank Transaction Report):

1) Accounts/Accounts - choose bank account
2) Display/Running Balance - ticked
3) Sorting/Secondary Key - date
4) Sorting/Secondary Subtotal - weekly

HTH.

On 19 November 2017 at 15:20, Billsy  wrote:

> I currently use Quicken Personal, and use a budget report, which lists
> weekly
> transactions, and a running balance of my cash account at the end of each
> week - that way I know exactly how much I have in the bank at the end of
> each week.
> When I generate a transaction report with GnuCash, the transactions are
> listed and totalled for each week, but I don't have a weekly cash position
> indicated, so although I know the total of all weekly deductions, I can't
> see a running weekly balance of my cash account.
>
> Am I missing something in the report options?
> Thanks,
>
> 
>
>
>
> --
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Re: Transaction Report with weekly balance

[Maf. King]

On Sunday, 19 November 2017 07:20:47 GMT Billsy wrote:
> I currently use Quicken Personal, and use a budget report, which lists
> weekly transactions, and a running balance of my cash account at the end of
> each week - that way I know exactly how much I have in the bank at the end
> of each week.
> When I generate a transaction report with GnuCash, the transactions are
> listed and totalled for each week, but I don't have a weekly cash position
> indicated, so although I know the total of all weekly deductions, I can't
> see a running weekly balance of my cash account.
> 
> Am I missing something in the report options?

Hi Billsy,

welcome to the list & GC.  I don't think there is any option on the 
transaction report to show a running account balance.  Given all the filter and 
sort options of that report, it would probably be non-sensical more of the 
time anyway.  

You may have to either combine reports to get what you need, or just look at 
the register for the weekly balance

The account report will give a running total, but not the weekly subtotal. The 
asset barchart can subtotal weekly (hint:turn the option "show table" on) but 
won't show transaction detail.   Maybe you could setup a multi-column report 
to show what you need on one page?

HTH,
Maf.


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Transaction Report with weekly balance

[Billsy]

I currently use Quicken Personal, and use a budget report, which lists weekly
transactions, and a running balance of my cash account at the end of each
week - that way I know exactly how much I have in the bank at the end of
each week.
When I generate a transaction report with GnuCash, the transactions are
listed and totalled for each week, but I don't have a weekly cash position
indicated, so although I know the total of all weekly deductions, I can't
see a running weekly balance of my cash account.

Am I missing something in the report options?
Thanks,



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