Stuart The accounting period is set under the Edit Preferences menu item. A balance sheet is always the state of the account balances at a specific date. Al transactions are included as a matter of course but you can control the accounts and the depth of subaccount information in the report options. I presume but haven't checked that the reports will pickup the accounting period set in the general preferences although you may have the option to change them for some reports
On Mon, 2026-07-20 at 10:43 +1000, Stuart Longland via gnucash-user wrote: > Hi all, > > I'm helping out the treasurer of a not-for-profit that has recently > switched over to using GNUCash (prior to this, they used > spreadsheets). > The reports we used to generate via spreadsheets were closest in > format > to the "General Journal" and "Balance Sheet (eguile-gnc)" reports, > and > so we've been using those in the transition to the new software. > > At the moment we're running GNUCash 5.14 on Ubuntu Linux 26.04. > > At our monthly meetings, the financial statements historically have > been > given month-to-month, with the annual general meeting, the treasurer > reports over the financial year. > > Here in Australia, our financial year runs from 1st July through to > 30th > June the following year. I see the preferences allow me to specify > an > "annual" fiscal year, but it assumes 1st January — 31st December: we > need to offset that by 6 months. > > The "Balance Sheet (eguile-gnc)" report takes an "end date" which we > can > manually configure, but the start date is not defined in the UI. > Presumably the software uses the date the account was first defined > in > GNUcash — which will get increasingly less useful each month: members > would have to dig up *last* months' report and do a subtraction to > see > month-to-month deltas. Without setting a start date for the report, > eventually we'll have financial tallies that represent years worth of > financial records. > > As for the "General Journal", it's great to use for seeing where > money > is going in and out of an organisation, but there's no start or end > date > configuration, so it's over the entire period. This again makes it > less > useful as time progresses. > > Are there equivalent reports to the "General Journal" and "Balance > Sheet > (eguile-gnc)" that allow us to report on explicit start/end dates? -- David Cousens _______________________________________________ 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.
