I use the approach that Tommy describes for my charitable donations and it works pretty well for comparing a moderate number of entries. I created two reports that are identical except for the date range (one for current year, the other for previous) and put them side by side on a multi column report page, which I also saved. Now, when I want to see whether I'm up to date with contributions, I run the saved multicolumn report.
I'm not certain about how well it scales, but even with 300 entries, it could be addressed in a reasonable time. David T. On Sep 8, 2024, 3:19 AM, at 3:19 AM, Tommy Trussell <[email protected]> wrote: >On Sat, Sep 7, 2024 at 3:50 PM Gareth Davies via gnucash-user < >[email protected]> wrote: > >> All the members have their names and membership numbers entered on >one >> line. >> >> I can do a search using their individual membership no or names, but >that >> only brings up the payment history for that one person. >> >> To do that for over 300 members would be a nightmare >> > >The most certain way to handle it would be to create a separate account >in >GnuCash for each member and use something like the budget reports to >generate lists, but it sounds like that would be a great deal of effort >with 300 members. > >Given the way you describe entering the membership information (names >and >membership numbers OR membership numbers and names -- hopefully you >were >consistent from year to year!) I suggest you can generate a Transaction >report on whatever asset account(s) you used to receive the membership >money, sorted by whatever line you used to enter the information >(Description, Notes or Memo, for instance) and generate that report for >a >period of two years. Looking through it, you should be able to quickly >see >the folks who have only one entry for the two years. > >You may need to go back and do some clean-up of your data to enforce >some >consistency, and distinguish between people with similar names or >mis-entered membership numbers. > >NOTE this should still work fine if you received money into separate >accounts (checking, Venmo, PayPal) as long as you were consistent in >the >way you entered the information about each member. > > >> >> > On 7 Sep 2024, at 9:08 PM, Murugan Mariappan ><[email protected]> >> wrote: >> > >> > You need to provide little more details on how you are registering >> payments. Does the payments have identifiers mapping to members ? >> > >> > Best way in your use case is to raise invoices to each member and >update >> payments so that you can track the invoices for payment. >> > >> > Regard >> > >> > Murugan >> > >> > >> >> On 07-09-2024, at 15:42, Gareth Davies via gnucash-user < >> [email protected]> wrote: >> >> >> >> Hi, >> >> As the Treasurer of a Club, I have been asked by the Membership >> Secretary to find out from the Membership Fee section, who hasn’t >paid >> their Subscription for this year. >> >> >> >> My question is, is there a way to compare this year’s payments to >the >> previous years, to find out who hasn’t paid. >> >> TIA >> >> Sent from my iPad >> >> _______________________________________________ >> >> gnucash-user mailing list >> >> [email protected] >> >> 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 >> [email protected] >> 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 >[email protected] >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 [email protected] 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.
