I generally use a Transaction Report for a similar purpose. Then I do a select all, copy paste into a spreadsheet. Again, there are more columns than I need. Turn off subtotals, sort by date. Include all business accounts, exclude non tax-related accounts.
> On Sep 12, 2025, at 2:59 AM, Liz <[email protected]> wrote: > > On Thu, 11 Sep 2025 11:43:38 +0200 > smilingly_engross676--- via gnucash-user <[email protected]> > wrote: > >> Hi, >> I need help configuring GnuCash so I can prepare a single clean >> report for my tax advisor. >> > >> My question: >> How can I generate an Income & Expense report (or equivalent flat >> export) in GnuCash that: >> >> Lists all income and all expenses as one continuous table (full year). >> >> Includes all detailed credit card transactions. >> >> Can be exported as CSV/Excel for my tax advisor? >> >> Thanks in advance for any practical guidance! > > > I just tried this. > Go to Tools > General Ledger > Change the dates to the dates required. > Now go to File > Export > Export Active Register to CSV > > The CSV export wizard should open (mine took several goes before it did) > Then export to CSV and save somewhere useful. > > What I got was at least two lines for each transaction, one for each > split in the tranasaction. > > I'm not sure exactly what the tax advisor wants, and I think you could > probably edit out several of the columns. > > Liz > _______________________________________________ > 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.
