Hi Deva,
The Transaction Report kind of works. But it only works if each
transaction is a simple one that includes only 2 accounts each. In my
example of Bank Interest Income, that works only as long as the accounts
involved are each bank account (Banks A, B, C) and the specified Income
account, which in this example is the Interest Income. As long as
that's true, then the Transaction Report gives the correct numbers for
the income received sorted by payer and date. And the Grand Total at
the bottom of the report will also be correct.
Where the Transaction report idea breaks down though is if any of those
transactions include 3 or more accounts each. In my example here, let's
say that one of the transactions at Bank A was a deposit, rather than a
typical plain interest payment. And that deposit consisted of a
repayment of a $500 loan, plus $40 interest income received from that
loan. Well the $40 is part of the Interest Income that I'm trying to
report on here. But because the $500 is also part of that transaction,
it gets added into the subtotal for Bank A as well, and it's also
included in the Grand Total of the report. So my report of Interest
Income is $500 more than it actually is.
How would I limit the report to including only the Interest Income, and
excluding everything else (like the loan repayment)?
Is there a way to get what I'd probably call an Account Report, rather
than a Transaction Report? That is, if I'm only wanting to get a report
listing the credits and debits to my Interest Income account, is there
some way of doing that?
Tom
On 4/5/2026 10:12 AM, Deva PS via gnucash-user wrote:
Hi Tom,
You can try the transaction report. On the Sorting tab in report options, you
can set primary total by Description and Secondary Total by Date. Assuming your
nomenclature on Description for Bank A/B/C are consistent, it should get you
close to what you want.
Cheers.
On 5 Apr 2026, at 9:30 PM,[email protected] wrote:
From: Tom Route36 <[email protected] <mailto:[email protected]>>
To: Gnucash User <[email protected] <mailto:[email protected]>>
Subject: [GNC] How to create a Chronological Income Report subtotaled
by Payee?
Message-ID: <[email protected]
<mailto:[email protected]>>
Content-Type: text/plain; charset=UTF-8; format=flowed
Hi all,
I'm still learning my way around GnuCash when it comes to creating
reports.? And I'm a bit lost as to how to create an Income Report that
shows a list of all income transactions for a given time period for a
selected income account.? Getting the bottom line total income is easy.?
Where I need help is getting a detailed report of all the income
transactions in date order where those transactions are subtotaled by
payee.? That's the hard part -- at least for me.
I just re-read this preceding paragraph of mine; and it sounds confusing
even to me.? Let me try asking it differently.
Let's say I want to get a list of all interest payments that I received
from 3 banks (Banks A, B, C) over the past 3 months (Jan, Feb, Mar).?
For simplicity, we'll say that all three banks pay interest on the 5th
day of each month.? Here's the layout of the report that I would be
hoping to create.
==========
Bank Interest Income Report (Jan thru Mar)
Bank A
? Jan 5? ?$12.30
? Feb 5? ?$11.20
? Mar 5? $10.10
Bank A Subtotal: $33.60
Bank B
? Jan 5? ?$15.00
? Feb 5? ?$14.30
? Mar 5? $11.10
Bank B Subtotal: $40.40
Bank C
? Jan 5? ?$10.60
? Feb 5? ?$9.00
? Mar 5? $12.30
Bank C Subtotal: $31.90
Total Bank Interest Income: $105.90
==========
Is there a way to create a report similar to this kind of layout
directly within GnuCash?? If there is, I haven't found it yet.? If not,
does anyone have some advice about how to get a similar printable report
some other way using the GnuCash data?? Any help here would be welcome.
Thanks,
Tom
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