Re: [GNC] Single Account Expenses For Current Year Only
To All:
The transaction report gave me what I was looking for.
Thanks,
Jack
On 7/27/22 5:30 PM, David H wrote:
Jack,
I use the same setup, including health fund/medicare rebates. The
transaction report gives me subtotals by account/sub-account and a
grand total at the bottom - sounds like what you're looking for.
Cheers David H.
On Thu, 28 Jul 2022 at 07:18, Jack Frillman via gnucash-user
wrote:
I have numerous sub accounts under a parent account.
I am working with one of the sub accounts.
On 7/27/22 4:21 PM, Gyle McCollam wrote:
> Stephen,
> He could have one account, but he could also have accounts for
Hospital, Doctors, Dentists, Prescription, Medical Travel, etc.
These could all be under a parent account, Medical, but everyone
is different and they may not be.
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email
>
>
> From: gnucash-user
on behalf of
Stephen M. Butler
> Sent: Wednesday, July 27, 2022 4:10 PM
> To: gnucash-user@gnucash.org
> Subject: Re: [GNC] Single Account Expenses For Current Year Only
>
> On 7/27/22 12:15, Jack Frillman via gnucash-user wrote:
>> I want add up all my medical expenses from Jan. 1, 2022 up to
today.
>> How do I do that?
>> I tried several different reports and all they gave me was the
account
>> balance as of today. I just want what was spent so far for this
year.
>> And before you ask I set the date range from 1/1/2022 to "today" in
>> the drop down boxes.
>>
>> Thanks!
>>
> I presume you have an expense account just for the medical
expenses? If
> not, why not?
>
> --
> Stephen M Butler, PMP, PSM
> stephen.m.butle...@gmail.com
> kg...@arrl.net
> 253-350-0166
> ---
> GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385
81D8
>
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Re: [GNC] Single Account Expenses For Current Year Only
On 7/27/2022 4:21 PM, Gyle McCollam wrote: Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be under a parent account, Medical, but everyone is different and they may not be. Thank You, Gyle McCollam And?.. The "Income Statement" report (aka Profit and Loss aka statement of revenues and expenses) allows you to select/exclude accounts. In other words, though intended to show income and expense for a specified interval, by selecting just the accounts related to the desired medical exenses, would see just the total for the interval of each of them AND the total of all of them. Michael D Novack ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
Jack, I use the same setup, including health fund/medicare rebates. The transaction report gives me subtotals by account/sub-account and a grand total at the bottom - sounds like what you're looking for. Cheers David H. On Thu, 28 Jul 2022 at 07:18, Jack Frillman via gnucash-user < gnucash-user@gnucash.org> wrote: > I have numerous sub accounts under a parent account. > I am working with one of the sub accounts. > > On 7/27/22 4:21 PM, Gyle McCollam wrote: > > Stephen, > > He could have one account, but he could also have accounts for Hospital, > Doctors, Dentists, Prescription, Medical Travel, etc. These could all be > under a parent account, Medical, but everyone is different and they may not > be. > > > > > > Thank You, > > > > Gyle McCollam > > > > Gyle McCollam > > > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > > > > From: gnucash-user > on behalf of Stephen M. Butler > > Sent: Wednesday, July 27, 2022 4:10 PM > > To: gnucash-user@gnucash.org > > Subject: Re: [GNC] Single Account Expenses For Current Year Only > > > > On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: > >> I want add up all my medical expenses from Jan. 1, 2022 up to today. > >> How do I do that? > >> I tried several different reports and all they gave me was the account > >> balance as of today. I just want what was spent so far for this year. > >> And before you ask I set the date range from 1/1/2022 to "today" in > >> the drop down boxes. > >> > >> Thanks! > >> > > I presume you have an expense account just for the medical expenses? If > > not, why not? > > > > -- > > Stephen M Butler, PMP, PSM > > stephen.m.butle...@gmail.com > > kg...@arrl.net > > 253-350-0166 > > --- > > GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 > > > > ___ > > gnucash-user mailing list > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > > - > > 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 > > gnucash-user@gnucash.org > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > > - > > Please remember to CC this list on all your replies. > > You can do this by using Reply-To-List or Reply-All. > > -- > Old Unix programmers never die, they just mv to /dev/null > - Anonymous > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
I have numerous sub accounts under a parent account. I am working with one of the sub accounts. On 7/27/22 4:21 PM, Gyle McCollam wrote: Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be under a parent account, Medical, but everyone is different and they may not be. Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Stephen M. Butler Sent: Wednesday, July 27, 2022 4:10 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Single Account Expenses For Current Year Only On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in the drop down boxes. Thanks! I presume you have an expense account just for the medical expenses? If not, why not? -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -- Old Unix programmers never die, they just mv to /dev/null - Anonymous ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
Yes. I have a parent account with various sub accounts to separate vision from dental etc. On 7/27/22 4:10 PM, Stephen M. Butler wrote: On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in the drop down boxes. Thanks! I presume you have an expense account just for the medical expenses? If not, why not? -- Old Unix programmers never die, they just mv to /dev/null - Anonymous ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
Can I do that every time my records disagrees with someone elses? Some how I think not. On 7/27/22 3:58 PM, Gyle McCollam wrote: Jack, That is the advantage of "Tools/Close Book". If you do that each year, the account balances are the YTD totals. If you have grouped all your medical expenses under a parent account that will be the grand total as well. This way you don't even need a report. It's probably to late now, because if you did close your books each year, I guess you wouldn't even be asking this question. Hopefully, someone that uses reports will be able to help you with the current situation. Or you could close your books "as of" 12/31/2021 and you will then have the totals you are looking for. Thank You, *Gyle McCollam* Gyle McCollam gmccol...@live.com <mailto:gmccol...@gyleshomes.com>email *From:* gnucash-user on behalf of Jack Frillman via gnucash-user *Sent:* Wednesday, July 27, 2022 3:15 PM *To:* gnucash-user@gnucash.org *Subject:* [GNC] Single Account Expenses For Current Year Only I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in the drop down boxes. Thanks! -- Old Unix programmers never die, they just mv to /dev/null - Anonymous ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -- Old Unix programmers never die, they just mv to /dev/null - Anonymous ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
In which case, the transaction report option would be the best way to get what he wants. On 7/27/22 13:21, Gyle McCollam wrote: Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be under a parent account, Medical, but everyone is different and they may not be. Thank You, *Gyle McCollam* Gyle McCollam gmccol...@live.com <mailto:gmccol...@gyleshomes.com>email *From:* gnucash-user on behalf of Stephen M. Butler *Sent:* Wednesday, July 27, 2022 4:10 PM *To:* gnucash-user@gnucash.org *Subject:* Re: [GNC] Single Account Expenses For Current Year Only On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: > > I want add up all my medical expenses from Jan. 1, 2022 up to today. > How do I do that? > I tried several different reports and all they gave me was the account > balance as of today. I just want what was spent so far for this year. > And before you ask I set the date range from 1/1/2022 to "today" in > the drop down boxes. > > Thanks! > I presume you have an expense account just for the medical expenses? If not, why not? -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
Stephen, He could have one account, but he could also have accounts for Hospital, Doctors, Dentists, Prescription, Medical Travel, etc. These could all be under a parent account, Medical, but everyone is different and they may not be. Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Stephen M. Butler Sent: Wednesday, July 27, 2022 4:10 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Single Account Expenses For Current Year Only On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: > > I want add up all my medical expenses from Jan. 1, 2022 up to today. > How do I do that? > I tried several different reports and all they gave me was the account > balance as of today. I just want what was spent so far for this year. > And before you ask I set the date range from 1/1/2022 to "today" in > the drop down boxes. > > Thanks! > I presume you have an expense account just for the medical expenses? If not, why not? -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
On 7/27/22 12:15, Jack Frillman via gnucash-user wrote: I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in the drop down boxes. Thanks! I presume you have an expense account just for the medical expenses? If not, why not? -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
I can think of three ways: 1. On the Accounts tab use the down arrow on the far right to add the "Total (Period)" column (and any others you want such as "Present"). 2. Run the Profit/Loss statement for the period of time desired and the account values will show for the period. 3. Use the transaction report to pull up just the transactions you want and get the grand total of that report. On 7/27/22 12:58, Gyle McCollam wrote: Jack, That is the advantage of "Tools/Close Book". If you do that each year, the account balances are the YTD totals. If you have grouped all your medical expenses under a parent account that will be the grand total as well. This way you don't even need a report. It's probably to late now, because if you did close your books each year, I guess you wouldn't even be asking this question. Hopefully, someone that uses reports will be able to help you with the current situation. Or you could close your books "as of" 12/31/2021 and you will then have the totals you are looking for. Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Jack Frillman via gnucash-user Sent: Wednesday, July 27, 2022 3:15 PM To: gnucash-user@gnucash.org Subject: [GNC] Single Account Expenses For Current Year Only I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in the drop down boxes. Thanks! -- Old Unix programmers never die, they just mv to /dev/null - Anonymous ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Single Account Expenses For Current Year Only
Jack, That is the advantage of "Tools/Close Book". If you do that each year, the account balances are the YTD totals. If you have grouped all your medical expenses under a parent account that will be the grand total as well. This way you don't even need a report. It's probably to late now, because if you did close your books each year, I guess you wouldn't even be asking this question. Hopefully, someone that uses reports will be able to help you with the current situation. Or you could close your books "as of" 12/31/2021 and you will then have the totals you are looking for. Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Jack Frillman via gnucash-user Sent: Wednesday, July 27, 2022 3:15 PM To: gnucash-user@gnucash.org Subject: [GNC] Single Account Expenses For Current Year Only I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in the drop down boxes. Thanks! -- Old Unix programmers never die, they just mv to /dev/null - Anonymous ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Single Account Expenses For Current Year Only
I want add up all my medical expenses from Jan. 1, 2022 up to today. How do I do that? I tried several different reports and all they gave me was the account balance as of today. I just want what was spent so far for this year. And before you ask I set the date range from 1/1/2022 to "today" in the drop down boxes. Thanks! -- Old Unix programmers never die, they just mv to /dev/null - Anonymous ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
