Re: [GNC] Understanding Transaction Report options

2020-01-10 Thread Adrien Monteleone
One other thing I forgot: You mentioned having ‘Banks’ and ‘Credit Cards’ as top-level accounts. If you mean they don’t lie under Assets & Liabilities respectively, I’d reconsider. You might have trouble with Balance sheets and some other reports working properly. Of course, you can place acc

Re: [GNC] Understanding Transaction Report options

2020-01-10 Thread brb
Thank you for the quick response! The light goes on. Expenses was marked as hidden and was not showing up on the account list. Your correction has resolved my problem. -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___

Re: [GNC] Understanding Transaction Report options

2020-01-10 Thread Adrien Monteleone
First off, your approach is backwards. Why are you selecting the asset/liability accounts when what you want is a report on the expense account? Just select Expenses:Telephone as the account and leave the filtering blank unless you want a subset of the expense account that only shares splits wit

Re: [GNC] Understanding Transaction Report options

2020-01-10 Thread brb
I have top level accounts Banks and Credit Cards. Under Banks I have sub-accounts Checking and Money Fund. Under Credit Cards I have sub-accounts Discover, Master Card, and Visa. I may pay phone charges from any of these sub-accounts, recording the entries under the Transfer account Expenses:Tel

Re: [GNC] Understanding Transaction Report options

2019-10-18 Thread Liz
On Fri, 18 Oct 2019 02:34:18 -0500 (CDT) David Cousens wrote: > Rather than hiding accounts in the longer term you could also > reorganize the existing records into a new account structure that > meets your current needs. Just bear in mind that you can move accounts around and back again if you

Re: [GNC] Understanding Transaction Report options

2019-10-18 Thread David Cousens
George, In the QIF import process, there is a step at which you can map the Quicken Accounts onto the GnuCash accounts. The Quicken Expense and Income categories should automatically be assigned as sub accounts of the GnuCash top level Income and Expense accounts. (https://www.gnucash.org/docs/v3/

Re: [GNC] Understanding Transaction Report options

2019-10-17 Thread Adrien Monteleone
> On Oct 17, 2019 w42d290, at 10:53 PM, George Riner > wrote: > > Yup. I am a Quicken data-convert. And all those accounts at 'top level' are > what I got. I did not start 'fresh' with GnuCash from the outset with the > GnuCash way of organizing accounts. Interesting that a data import creat

Re: [GNC] Understanding Transaction Report options

2019-10-17 Thread George Riner
Yup.  I am a Quicken data-convert. And all those accounts at 'top level' are what I got. I did not start 'fresh' with GnuCash from the outset with the GnuCash way of organizing accounts. But, accounts all have a property of 'account type' that pretty much seems like workable 'top-level' catego

Re: [GNC] Understanding Transaction Report options

2019-10-16 Thread Adrien Monteleone
> On Oct 16, 2019 w42d289, at 11:19 AM, George Riner > wrote: > > (Using GnuCash 3.7.1 on Windows 10) > > I approach the Transaction Report options for "Accounts" and "Filter By..." > as a sort of 2-dimensional thing. Down the rows are the incomes and expenses > that I want reported (sorta

Re: [GNC] Understanding Transaction Report options

2019-10-16 Thread George Riner
(Using GnuCash 3.7.1 on Windows 10) I approach the Transaction Report options for "Accounts" and "Filter By..." as a sort of 2-dimensional thing.  Down the rows are the incomes and expenses that I want reported (sorta like Quicken's old 'categories') and across the columns are the accounts tha

Re: [GNC] Understanding Transaction Report options

2019-10-13 Thread Christopher Lam
> Christopher, thank you. Let me ensure I understand. > and 2. When Account tab filter is set to "Include," and > Asset:Bank:Current, Filter-Type: Include to/from, Filter-By: > Expenses:School:Fees --> will show only school > fees. > Comment: "Include" appears to me to work similarly to the exclusi

Re: [GNC] Understanding Transaction Report options

2019-10-13 Thread ornd25
Oct 13, 2019, 05:01 by christopher@gmail.com: > Hello > > On Sat, 12 Oct 2019 at 15:38, <> orn...@tutanota.com > > > wrote: > >> 1. Account tab:  What does the “Include transactions to/from Filter >> Accounts” (and “Exclude”) mean? The documentation uses tho

Re: [GNC] Understanding Transaction Report options

2019-10-12 Thread Christopher Lam
Hello On Sat, 12 Oct 2019 at 15:38, wrote: > 1. Account tab: What does the “Include transactions to/from Filter > Accounts” (and “Exclude”) mean? The documentation uses those same words to > describe their function. > > 2. Account tab: I understand the Account tree selection under “Accounts”

Re: [GNC] Understanding Transaction Report options

2019-10-12 Thread ornd25
Oct 12, 2019, 17:09 by mailbox0...@yahoo.com: > > OK, I'll take a shot  at this since I've been using  the  Transaction Report > a lot  over the last two weeks. > > If you run a Transaction Report on Checking and select... > > Filter Type: Transactions To/From Filter Accounts... > > Filter By: E

Re: [GNC] Understanding Transaction Report options

2019-10-12 Thread Fran_3 via gnucash-user
OK, I'll take a shot  at this since I've been using  the  Transaction Report a lot  over the last two weeks. If you run a Transaction Report on Checking and select... Filter Type: Transactions To/From Filter Accounts... Filter By: Expenses > Utilities Then Click Apply... then gnuCash will show

[GNC] Understanding Transaction Report options

2019-10-12 Thread ornd25
I’m having some trouble understanding the meaning of the Accounts and Filter tabs options and I find the Help and the Tutorial and Concepts Guide needs a bit more explanation. 1. Account tab:  What does the “Include transactions to/from Filter Accounts” (and “Exclude”) mean? The documentation