Re: [GNC] Transaction Report Shortcomings

2024-05-04 Thread Christopher Lam
istopher Lam > *Sent:* Thursday, May 2, 2024 1:09 AM > *To:* Paul Kroitor > *Cc:* Gnucash Users > *Subject:* Re: [GNC] Transaction Report Shortcomings > > > > Hi, > > See Sorting/Show Account Description. This is a bug which will be fixed > tomorrow. > > https

Re: [GNC] Transaction Report Shortcomings

2024-05-04 Thread Paul Kroitor
in the nightly builds, right? Is that right? Sorry for double-checking, I just want to be sure I understand, Paul From: Christopher Lam Sent: Thursday, May 2, 2024 1:09 AM To: Paul Kroitor Cc: Gnucash Users Subject: Re: [GNC] Transaction Report Shortcomings Hi, See Sorting/Show Account

Re: [GNC] Transaction Report Shortcomings

2024-05-01 Thread Christopher Lam
Hi, See Sorting/Show Account Description. This is a bug which will be fixed tomorrow. https://code.gnucash.org/builds/win32/stable/ HTH On Wed, 1 May 2024 at 22:07, Paul Kroitor wrote: > Is there a way to get the Transaction Report to show Account Description > rather than Account Name in the

Re: [GNC] Transaction Report Shortcomings

2024-05-01 Thread Paul Kroitor
he perfect descriptions -- I just can't see a way to show them! Paul -Original Message- From: gnucash-user On Behalf Of Paul Kroitor Sent: Wednesday, May 1, 2024 10:07 AM To: 'Gnucash Users' Subject: [GNC] Transaction Report Shortcomings Is there a way to get the Transaction Report to sh

[GNC] Transaction Report Shortcomings

2024-05-01 Thread Paul Kroitor
Is there a way to get the Transaction Report to show Account Description rather than Account Name in the group header lines (not the detail lines)? I have a number of expense accounts that have identical subaccounts, for example House-1:Property Tax and House-2:Property Tax. In the CoA, the

Re: [GNC] Transaction Report - Split Transactions

2024-01-10 Thread John Dimitriadis
Hello Vincent, Happy New Year. Hope my email finds you well. Just wanted to touch base to see if you managed to take any action on the below? Many thanks in advance. > On 19 May 2023, at 08:16, John Dimitriadis wrote: > > Hello Vincent, > > Thank you very much for the detailed and quick

Re: [GNC] Transaction Report Options menu bug report

2023-12-01 Thread Stephen M. Butler
Was there in 5.4-62 but fixed by 5.4-117.  I did a git pull and then a local build. Guess I should have tried that first. On 12/1/23 13:31, Glenn Fowler wrote: Hi, This has been fixed since the 5.4 release if you want to try a daily build: https://code.gnucash.org/builds/flatpak/stable/

Re: [GNC] Transaction Report Options menu bug report

2023-12-01 Thread Stephen M. Butler
I will update the bug report as I did a git pull for 5.4-117, did the build and all works as expected. I'm going to presume fixed between patch 62 and 117. On 12/1/23 13:34, Adrien Monteleone wrote: Might be something in a dependency in 23.10. I can report it also works fine on MacOS.

Re: [GNC] Transaction Report Options menu bug report

2023-12-01 Thread Glenn Fowler
Hi, This has been fixed since the 5.4 release if you want to try a daily build: https://code.gnucash.org/builds/flatpak/stable/ On Fri, Dec 1, 2023 at 3:27 PM Stephen M. Butler wrote: > 799149 filed. After > initial set of options for

Re: [GNC] Transaction Report Options menu bug report

2023-12-01 Thread Adrien Monteleone
Might be something in a dependency in 23.10. I can report it also works fine on MacOS. Regards, Adrien On 12/1/23 2:52 PM, Murugan Muruganandam wrote: i am able to print and make pdf Gnucash 5.4 Build Flathub 5.4.1 Ubuntu 22.04.3 ___

Re: [GNC] Transaction Report Options menu bug report

2023-12-01 Thread Murugan Muruganandam
i am able to print and make pdf Gnucash 5.4 Build Flathub 5.4.1 Ubuntu 22.04.3 Saludos Cordiales Murugan From: gnucash-user on behalf of Stephen M. Butler Sent: Friday, December 1, 2023 5:27 PM To: GnuCash Users Subject: [GNC] Transaction Report Options

[GNC] Transaction Report Options menu bug report

2023-12-01 Thread Stephen M. Butler
799149 filed.  After initial set of options for Transaction Report, then the Options, Print and Make PDF menu options are greyed out on the menu bar. Screenshot attached to bug report. Ubuntu 23.10 and GnuCash Version: 5.4  Build ID: git

Re: [GNC] Transaction Report - Split Transactions

2023-07-12 Thread Vincent Dawans
For those interested by this feature providing a more permissive match in the transaction report to reduce the number of "split transaction", I have implemented this feature in my custom "Transaction Report Extended" here https://github.com/dawansv/gnucash-custom-reports The option to enable the

Re: [GNC] Transaction Report - Split Transactions

2023-05-19 Thread Vincent Dawans
I have submitted a draft PR with changes that would address your use case (as well as mine -- I have a set of books for a small nonprofit that I like to export in a Google Sheet ledger for simple reporting to the board -- but it shows a lot of sad looking "Split Transaction" as well). As you say

Re: [GNC] Transaction Report - Split Transactions

2023-05-19 Thread John Dimitriadis
Hello Vincent, Thank you very much for the detailed and quick response! Splitting the transaction into two separate ones is something I thought of as well, however I concluded that I rather not have perfect reports but have my transactions properly organised. The tags report is something I

Re: [GNC] Transaction Report - Split Transactions

2023-05-19 Thread Adrien Monteleone
As Vincent noted, you probably can't get there in one report, but consider experimenting with the multi-column report where you can have multiple transaction reports in one screen. Another alternative would be to run the report for each owner, and copy/paste or export to a spreadsheet for

Re: [GNC] Transaction Report - Split Transactions

2023-05-17 Thread Michael or Penny Novack
Look, we can tell you how to use gnucash to do double-entry bookkeeping. But it is beyond our remit to tell you how to set up books for this or that type of entity. For example, I lack the "qualifications" to advise you the way a CPA could. But I do know something about it, so I will give you

Re: [GNC] Transaction Report - Split Transactions

2023-05-17 Thread Vincent Dawans
The last one should show this for proper credit/debi sides Checking account 100 Electricity 60 #OwnerA in the split memo Electricity 40 #OwnerB in the split memo On Wed, May

Re: [GNC] Transaction Report - Split Transactions

2023-05-17 Thread Vincent Dawans
Unfortunately that is a limitation on how the splits work and I have run into this myself. When you look at it from the expense accounts, every transaction has a 3 way split because of the 2 owner accounts, so unfortunately there is no way to group by owner account as the secondary sort When you

[GNC] Transaction Report - Split Transactions

2023-05-17 Thread John Dimitriadis
Hello, I have a Gnucash file, which I use to track expenses for a jointly owned property. Under Assets, I have two accounts. One for myself and one for the other owner. Under Expenses, I have the Property, and under that I have sub-accounts for the various types of expenses (eg. Taxes,

Re: [GNC] Transaction Report Advance Portfolio - Options - Account List

2023-05-07 Thread john
> On May 7, 2023, at 1:17 AM, Martin Booth via gnucash-user > wrote: > > > I am running GNUCash - 5.1 flatpak on debian 11.I have been using GC for > 15years now and the Advance Portfolio report does not list all the COA or > highlight the selected accounts the report is based on unlike

Re: [GNC] Transaction Report Advance Portfolio - Options - Account List

2023-05-07 Thread Murugan Muruganandam
of Martin Booth via gnucash-user Sent: Sunday, May 7, 2023 4:17 AM To: gnucash-user@gnucash.org Subject: [GNC] Transaction Report Advance Portfolio - Options - Account List I am running GNUCash - 5.1 flatpak on debian 11.I have been using GC for 15years now and the Advance Portfolio report does

[GNC] Transaction Report Advance Portfolio - Options - Account List

2023-05-07 Thread Martin Booth via gnucash-user
I am running GNUCash - 5.1 flatpak on debian 11.I have been using GC for 15years now and the Advance Portfolio report does not list all the COA or highlight the selected accounts the report is based on unlike earlier versions > 4.xx. This also applies to the investment portfolio report

Re: [GNC] Transaction Report not working

2023-04-10 Thread Chris Ledbetter via gnucash-user
Thank you, I will try upgrading. > On Apr 10, 2023, at 4:08 PM, Tommy Trussell wrote: > > Hi! Please remember to copy the GnuCash List on all replies. Thanks for your > version information. > > Since you're using an older version, you might try a more recent version. > Version 5.0 is

Re: [GNC] Transaction Report not working

2023-04-10 Thread Tommy Trussell
Hi! Please remember to copy the GnuCash List on all replies. Thanks for your version information. Since you're using an older version, you might try a more recent version. Version 5.0 is available, as well as the last of the 4.x versions, 4.14. If you want to be completely cautious you might try

Re: [GNC] Transaction Report not working

2023-04-10 Thread Tommy Trussell
On Mon, Apr 10, 2023 at 11:13 AM Chris Ledbetter via gnucash-user < gnucash-user@gnucash.org> wrote: > Hi - New to gnucash and am inputting all accounts. Trying to run a > Transaction report but after hitting options, I am not able to choose any > options. It opens to the General Tab of options

Re: [GNC] Transaction Report Overlaps Page Breaks

2023-03-10 Thread Adrien Monteleone
I usually have to Export, then open with a web browser and either Print to PDF or to a printer from there. Regards, Adrien On 3/10/23 12:37 PM, p...@kroitor.ca wrote: Hi all. Not for the first time I've run across an issue in which printing the Transaction Report (at least - there may be

Re: [GNC] Transaction Report Overlaps Page Breaks

2023-03-10 Thread Vincent Dawans
ing through this kind of rigamarole > for several decades (at least, not for pagination issues). > > > > Thanks nonetheless, > > Paul > > > > From: Murugan Muruganandam > Sent: Friday, March 10, 2023 2:32 PM > To: p...@kroitor.ca; gnucash-user@gnucash.org

Re: [GNC] Transaction Report Overlaps Page Breaks

2023-03-10 Thread paul
decades (at least, not for pagination issues). Thanks nonetheless, Paul From: Murugan Muruganandam Sent: Friday, March 10, 2023 2:32 PM To: p...@kroitor.ca; gnucash-user@gnucash.org Subject: Re: [GNC] Transaction Report Overlaps Page Breaks paul In File Page Setup reduce the Bottom

Re: [GNC] Transaction Report Overlaps Page Breaks

2023-03-10 Thread Murugan Muruganandam
paul In File Page Setup reduce the Bottom Margin to 7 and try it out Saludos Cordiales Murugan From: gnucash-user on behalf of p...@kroitor.ca Sent: Friday, March 10, 2023 3:37 PM To: gnucash-user@gnucash.org Subject: [GNC] Transaction Report Overlaps

[GNC] Transaction Report Overlaps Page Breaks

2023-03-10 Thread paul
Hi all. Not for the first time I've run across an issue in which printing the Transaction Report (at least - there may be others) doesn't handle page breaks gracefully at all. Whether I click Print and choose a PDF printer, or simply click Make PDF, the last line of page 1 is clipped horizontally

[GNC] Transaction report

2023-03-09 Thread Fred Tydeman
OS: Linux GnuCash 4.13 Default currency: USD I am doing a Transaction Report for one account that is in COP for last year. Each month, I receive a fixed amount of COP. In the Options for the report, in Currency, I have checked both Common Currency and Show original currency amount. The Report

Re: [GNC] Transaction Report << offline >>

2022-12-09 Thread Michael or Penny Novack
I solved my problem. I may not be using GNUCash the correct way but it works for my needs. ... All my deposits would go to income account and all my withdrawals would come out of my expense account. Since the expense account started with a zero balance it would always have a

Re: [GNC] Transaction Report << offline >>

2022-12-09 Thread rovero
] Transaction Report << offline >> On 12/8/2022 6:33 PM, rov...@comcast.net wrote: > Michael, >Hope this explains it better > > > There are two accounts in the transaction report > > Expense Type A/Payable > IncomeType Bank > Some

Re: [GNC] Transaction Report

2022-12-09 Thread Derek Atkins
n ver 4.1.2 vs dollars > being negative in 2.6.6 > > Thanks > Joe > > -Original Message- > From: Derek Atkins > Sent: Thursday, December 8, 2022 4:56 PM > To: rov...@comcast.net > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] Transaction Rep

Re: [GNC] Transaction Report

2022-12-08 Thread rovero
.6 Thanks Joe -Original Message- From: Derek Atkins Sent: Thursday, December 8, 2022 4:56 PM To: rov...@comcast.net Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Transaction Report HI, On Thu, December 8, 2022 7:32 pm, rov...@comcast.net wrote: > Hope this expla

Re: [GNC] Transaction Report

2022-12-08 Thread Derek Atkins
HI, On Thu, December 8, 2022 7:32 pm, rov...@comcast.net wrote: > Hope this explains it better > > > > > > There are two accounts in the transaction report > > > > Expense Type A/Payable An A/Payable account is not an expense. It is a liability. > > IncomeType Bank Similarly, a Bank

[GNC] Transaction Report

2022-12-08 Thread rovero
:51 PM To: gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> Subject: Re: [GNC] Transaction Report I am not sure what you are asking or what your expectations might be. This is a "transaction report" against what account? What is the "type" of that a

Re: [GNC] Transaction Report

2022-12-08 Thread Michael or Penny Novack
I am not sure what you are asking or what your expectations might be. This is a "transaction report" against what account?  What is the "type" of that account? What is the normal state of the balance of that account in terms of the formal terms :debit" and "credit" -- in other words, if you

Re: [GNC] Transaction Report

2022-12-08 Thread rovero
...@comcast.net Sent: Thursday, December 8, 2022 11:32 AM To: gnucash-user@gnucash.org Subject: [GNC] Transaction Report I updated from ver 2.6.6 to ver 4.1.2. I used the same data file created in 2.6.6 and opened it in 4.1.2. All the data looks good and accounts transactions all match. The problem is when I

[GNC] Transaction Report

2022-12-08 Thread rovero
I updated from ver 2.6.6 to ver 4.1.2. I used the same data file created in 2.6.6 and opened it in 4.1.2. All the data looks good and accounts transactions all match. The problem is when I create a Transaction report in ver 4.1.2 and use totals. The total shows up as a positive numbers although

Re: [GNC] Transaction report

2022-07-04 Thread David T. via gnucash-user
tarting and ending dates of the period I was >interested in. > > > >Thanks much, > >Roger > > > >From: David T. >Sent: Monday, July 4, 2022 8:48 AM >To: gnucash-user@gnucash.org; rmom...@gmail.com; GnuCash > >Subject: Re: [GNC] Transaction repo

Re: [GNC] Transaction report

2022-07-04 Thread rmomxtx
related to the journal entry. 3. General tab: set the starting and ending dates of the period I was interested in. Thanks much, Roger From: David T. Sent: Monday, July 4, 2022 8:48 AM To: gnucash-user@gnucash.org; rmom...@gmail.com; GnuCash Subject: Re: [GNC] Transaction report

Re: [GNC] Transaction report

2022-07-04 Thread David T. via gnucash-user
You can either use a generic Transaction Report and set the search parameters as you need (presumably, date, account, and description). Or you can use the Account Report from the search results register. I suspect you'll have more configuration options using the former approach. David T. On

[GNC] Transaction report

2022-07-04 Thread rmomxtx
How would I pull up a report of how much I spent with a specific supplier in a given period, e.g. the last fiscal year? All the transactions were made with a single credit card. I can get the information with a search but would like to get a report with totals from July 21 to June 22. I've tried

Re: [GNC] Transaction Report Account Name Style

2021-08-19 Thread Derek Atkins
Hi, On Thu, August 19, 2021 8:37 am, flywire wrote: > I want to change character style (font attributes), just for Account > Names. > >> Under Display tab, there are the "Use Full Account Name" options. Ah, that's probably not do-able with the current report implementation. > Please remember to

Re: [GNC] Transaction Report Account Name Style

2021-08-19 Thread flywire
I want to change character style (font attributes), just for Account Names. > Under Display tab, there are the "Use Full Account Name" options. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to

Re: [GNC] Transaction Report Account Name Style

2021-08-19 Thread Derek Atkins
Under Display tab, there are the "Use Full Account Name" options. -derek On Thu, August 19, 2021 8:00 am, flywire wrote: > How can I change the Transaction Report Account Name Style? I can't see it > listed in Edit, Stylesheets or a unique class in the html. > > (The CSS-based stylesheet is a

[GNC] Transaction Report Account Name Style

2021-08-19 Thread flywire
How can I change the Transaction Report Account Name Style? I can't see it listed in Edit, Stylesheets or a unique class in the html. (The CSS-based stylesheet is a welcome addition. Not that long ago I didn't know what CSS was but it works well for GnuCash.)

Re: [GNC] Transaction report not seeing selected account

2021-06-27 Thread David Carlson
If you want to repeat a report later with the same or similar settings you need to memorize it with a name that makes sense to you. On Sun, Jun 27, 2021, 10:35 AM Rich Shepard wrote: > For some reason I need to learn a transaction report fails telling me it > needs an account name. I've

[GNC] Transaction report not seeing selected account

2021-06-27 Thread Rich Shepard
For some reason I need to learn a transaction report fails telling me it needs an account name. I've selected the single account for which I want to see all transactions to a payee. The failure report shows the account (see attached) and I don't know what's missing or what I did incorrectly. A

[GNC] Transaction report export file type

2021-06-25 Thread flywire
Last year I found the process of getting a budget report in a spreadsheet confusing ( https://lists.gnucash.org/pipermail/gnucash-user/2020-May/091064.html). I understood it after help from the community and twigging to turning off the white background colour for the cells on the page. It would be

Re: [GNC] Transaction report export file type

2021-06-24 Thread David Cousens
Rich I just managed to get a balance sheet report into calc on LM20 by copying the html from the report to the clipboeard then used Edit->Paste Special- >Unformatted Text then selected only the tab separator (having comma or space selected is a disaster). It copied from the clipboard with no

Re: [GNC] Transaction report export file type

2021-06-24 Thread David H
Ah I didn't think of that - been a long while since I stopped writing design docs and had to link in an external object :-) So we're both still learning which is good !!! Cheers David H. On Fri, 25 Jun 2021 at 08:58, Rich Shepard wrote: > On Fri, 25 Jun 2021, David H wrote: > > > You'll

Re: [GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
On Fri, 25 Jun 2021, David H wrote: You'll probably have to do a bit of cleaning up whichever way you go if you want to get rid of all the extraneous headers the are in the html file to get to a true .csv looking file :-) David, Figured out how to do it. In Calc -> Sheet -> Link to external

Re: [GNC] Transaction report export file type

2021-06-24 Thread David H
I just used Ubuntu's file explorer to open the folder with the .html file in and then right clicked which gives me a dialog box that I can choose lots of options one of which is what I want to do - it's actually the 2nd option down not the bottom one which says "Other Application"... Cheers David

Re: [GNC] Transaction report export file type

2021-06-24 Thread David H
You'll probably have to do a bit of cleaning up whichever way you go if you want to get rid of all the extraneous headers the are in the html file to get to a true .csv looking file :-) Cheers David H. On Fri, 25 Jun 2021 at 08:46, Rich Shepard wrote: > On Fri, 25 Jun 2021, David H wrote: > >

Re: [GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
On Fri, 25 Jun 2021, David H wrote: Er yes - I'm running LibreOffice Calc 7.1 on Ubuntu 21.04 and it will open the .html file directly and you can save it as .csv from there - you just have to make sure when you are asked what you want to open the .html file with you click on "Other

Re: [GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
On Fri, 25 Jun 2021, David H wrote: Er yes - I'm running LibreOffice Calc 7.1 on Ubuntu 21.04 and it will open the .html file directly and you can save it as .csv from there - you just have to make sure when you are asked what you want to open the .html file with you click on "Other

Re: [GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
On Fri, 25 Jun 2021, David H wrote: What about the cut and paste from html into Calc ? David, I'd first have to remove all the html markup. If I do that I have a plain, ASCII text file regardless of where it's used. And I can reformat it in emacs however I want. Regards, Rich

Re: [GNC] Transaction report export file type

2021-06-24 Thread David H
Er yes - I'm running LibreOffice Calc 7.1 on Ubuntu 21.04 and it will open the .html file directly and you can save it as .csv from there - you just have to make sure when you are asked what you want to open the .html file with you click on "Other Application" at the bottom of the dialog box and

Re: [GNC] Transaction report export file type

2021-06-24 Thread David H
What about the cut and paste from html into Calc ? Cheers David H. On Fri, 25 Jun 2021 at 08:15, Rich Shepard wrote: > On Fri, 25 Jun 2021, David H wrote: > > > Don't know what your objective is but if it helps MS Excel on MacOS will > > David, > > That's fine if you run Apple and Microsoft

Re: [GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
On Fri, 25 Jun 2021, David H wrote: Don't know what your objective is but if it helps MS Excel on MacOS will David, That's fine if you run Apple and Microsoft software; the linux spreadsheets I use, gnumeric and LibreOffice's Calc won't work with .pdf or anything other than .xls(x) or .csv.

Re: [GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
On Thu, 24 Jun 2021, David Carlson wrote: I have not tested this, but sometimes one can either open a pdf file with a spreadsheet application or copy a PDF file and paste it into a new spreadsheet. Once that is done it is often relatively easy to clean up stray cells and save in CSV format.

Re: [GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
On Thu, 24 Jun 2021, John Ralls wrote: It usually works to copy-and-paste the report into a spreadsheet. John, Oh. Okay. Thanks, Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to

Re: [GNC] Transaction report export file type

2021-06-24 Thread David H
Rich, Don't know what your objective is but if it helps MS Excel on MacOS will open a txn report html directly - looks ok and you could probably save as csv from there ? Also Numbers won't open it directly but you can highlight everything and paste it into a blank sheet which you could export to

Re: [GNC] Transaction report export file type

2021-06-24 Thread David Carlson
I have not tested this, but sometimes one can either open a pdf file with a spreadsheet application or copy a PDF file and paste it into a new spreadsheet. Once that is done it is often relatively easy to clean up stray cells and save in CSV format. On Thu, Jun 24, 2021 at 4:32 PM Rich Shepard

Re: [GNC] Transaction report export file type

2021-06-24 Thread John Ralls
> On Jun 24, 2021, at 2:31 PM, Rich Shepard wrote: > > Is there a way to export a transaction report as a .csv or .txt file? I > looked at all options and didn't see any place to select the export format. > When I did export the file it defaulted to .html; that would take a lot of > cleaning

[GNC] Transaction report export file type

2021-06-24 Thread Rich Shepard
Is there a way to export a transaction report as a .csv or .txt file? I looked at all options and didn't see any place to select the export format. When I did export the file it defaulted to .html; that would take a lot of cleaning and it would be nice to export to .csv or .txt. Any thoughts?

Re: [GNC] Transaction Report Question

2021-02-11 Thread Adrien Monteleone
Gareth, Can you provide a screenshot of the incorrect report? Can you describe *exactly* how you want it to look? That report has lots of options. The default sorting is by Account Name, then by Register Date for the current accounting period. (default for which is 'This Year') Also,

Re: [GNC] Transaction Report Question

2021-02-11 Thread Gareth Davies via gnucash-user
2021 01:21 To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] Transaction Report Question Sounds like you need to fiddle with the Sort tab options. Regards, Adrien On 1/28/21 3:25 PM, Gareth Davies via gnucash-user wrote: > Windows 10 Gnucash 4.4 > > Hi, > My Laptop died on me

Re: [GNC] Transaction Report Question

2021-02-11 Thread Gareth Davies via gnucash-user
2021 01:21 To: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] Transaction Report Question Sounds like you need to fiddle with the Sort tab options. Regards, Adrien On 1/28/21 3:25 PM, Gareth Davies via gnucash-user wrote: > Windows 10 Gnucash 4.4 > > Hi, > My Laptop died on me

Re: [GNC] Transaction Report Question

2021-01-28 Thread Adrien Monteleone
Sounds like you need to fiddle with the Sort tab options. Regards, Adrien On 1/28/21 3:25 PM, Gareth Davies via gnucash-user wrote: Windows 10 Gnucash 4.4 Hi, My Laptop died on me and although everything was backed up the Transaction Reports I had saved were lost. I have installed Ver

[GNC] Transaction Report Question

2021-01-28 Thread Gareth Davies via gnucash-user
Windows 10 Gnucash 4.4 Hi, My Laptop died on me and although everything was backed up the Transaction Reports I had saved were lost. I have installed Ver 4.4 on my new laptop, but when I create a Transaction Report it will not let me list the dates in order under the Payee’s name. With the

Re: [GNC] transaction report missing subtotals

2020-10-17 Thread Fran_3 via gnucash-user
I see the problem. After some experimentation I failed to discover a solution. Hopefully someone else here can chip in. On Saturday, October 17, 2020, 3:57:15 AM EDT, Gal wrote: GnuCash - User mailing list wrote > .. On Sorting Tab - set Primary Key to Date to "enable " Primary

Re: [GNC] transaction report missing subtotals

2020-10-17 Thread Gal
GnuCash - User mailing list wrote > .. On Sorting Tab - set Primary Key to Date to "enable " Primary Subtotal > Date Key) When the primary key is the date, the primary subtotal are displayed. The issue arises when the date is chosen as the secondary key, in which case "secondary subtotal"

Re: [GNC] transaction report missing subtotals

2020-10-16 Thread Fran_3 via gnucash-user
I missed the OP but saw a followup on this question. Here is my attempt to explain Transaction Reports Monthly Totals. I'm running Windows 10 and GnuCash Version 4.1 and getting Transaction Reports Monthly Totals seems to work perfectly here. My Process: - Click Reports - Click Transaction

Re: [GNC] transaction report missing subtotals

2020-10-16 Thread Gal
Christopher Lam wrote > Can you attach a screenshot of the problem? > > Use MSPaint or something to hide any sensitive data. Also switch on > "General / Add options summary" to "Always" to show us which options were > set. Having the same issue. can't get monthly sub totals. Here's a screenshot:

Re: [GNC] Transaction Report issue when using GC from 2 locations via Google Drive

2020-10-09 Thread John Ralls
No, that was about macOS just like it said. Unfortunately GnuCash has a variety of features that prevent it from being ported to mobile. We had a Google Summer of Code student a few years ago who wrote a companion app for Android but he's since moved on and it's no longer maintained. Regards,

Re: [GNC] Transaction Report issue when using GC from 2 locations via Google Drive

2020-10-09 Thread Fran_3 via gnucash-user
In this case the PC"s are running the latest GnuCash download version for Windows. I haven't explored the "App" yet. I assume you are talking about an app to run on a smart phone... right? Regardless, I want to learn more about the  App but I think that will be another thread down the road.

Re: [GNC] Transaction Report issue when using GC from 2 locations via Google Drive

2020-10-09 Thread John Ralls
> On Oct 9, 2020, at 4:09 AM, Manfred Usselmann wrote: > > Under MacOS X the following directory is used: > ~/Library/Preferences/gnucash.plist. That depends on how you get GnuCash. If it's Gnucash.app then the preferences file is ~/Library/Preferences/org.gnucash.Gnucash.plist.

Re: [GNC] Transaction Report issue when using GC from 2 locations via Google Drive

2020-10-09 Thread Manfred Usselmann
In addition: For syncing settings as well under Linux I use the following start script to import settings before running gnucash and export settings afterwards with dconf: 8< #!/bin/sh # Start GnuCash with import and export of settings #

Re: [GNC] Transaction Report issue when using GC from 2 locations via Google Drive

2020-10-08 Thread Adrien Monteleone
#1 yes (see the wiki about storage locations for your operating system) #2 I don't think you can change it, buy you can add it to your GoogleDrive sync list. Regards, Adrien On 10/8/20 12:13 PM, Fran_3 via gnucash-user wrote: The GnuCash file entityA.gnucash is saved on Google

[GNC] Transaction Report issue when using GC from 2 locations via Google Drive

2020-10-08 Thread Fran_3 via gnucash-user
The GnuCash file entityA.gnucash is saved on Google Drive.GnuCash is installed on both pcX and pcY at locations X and Y. Google Drive is sync'd on both pcX and on pcY...So the entityA.gnucash file is available locally on both computers hard drive. This way  work can be done from either

Re: [GNC] Transaction Report Filter for keyword in Description ?

2020-09-21 Thread Fran_3 via gnucash-user
I think the implied meaning of "Account" got me confused... Transaction Report - Accounts Tab:I selected the "Account" via the Accounts Tab to be... "Assets > Current Assets > Checking Account" Transaction Report - Filter Tab - Account Name Filter field: Is the "Account Name Filter" field

Re: [GNC] Transaction Report Filter for keyword in Description ?

2020-09-21 Thread John Ralls
> On Sep 21, 2020, at 8:57 AM, Fran_3 via gnucash-user > wrote: > > How can I create a Transaction Report for the Check Register... > set to only display transactions where a keyword appears in the Description > field? > I'm confused by the "Account Name" Filter and the "Transaction Filter"

[GNC] Transaction Report Filter for keyword in Description ?

2020-09-21 Thread Fran_3 via gnucash-user
How can I create a Transaction Report for the Check Register... set to only display transactions where a keyword appears in the Description field? I'm confused by the "Account Name" Filter and the "Transaction Filter" fields... Thanks for any help.

Re: [GNC] Transaction report: selected date range

2020-05-24 Thread Adrien Monteleone
And if you want to really get fancy, you have more filtering options with a Find than with a Transaction Report, then running the Account Report on the resulting register tab. The Transaction Report however does provide some nice dimensional sorting the Account Report lacks. Regards, Adrien

Re: [GNC] Transaction report: selected date range

2020-05-24 Thread D. via gnucash-user
nge. Original Message From: Adrien Monteleone Sent: Sun May 24 13:39:03 EDT 2020 To: gnucash-user Subject: Re: [GNC] Transaction report: selected date range The Transaction Report can be for multiple accounts, so it doesn’t matter what register is open at the time. The Acco

Re: [GNC] Transaction report: selected date range

2020-05-24 Thread David Carlson
As Adrien points out, the Account report is only for the currently selected account. For that report use the account View > Sort and View >Filter options to limit the report to the desired transactions. On Sun, May 24, 2020 at 12:41 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote:

Re: [GNC] Transaction report: selected date range

2020-05-24 Thread Adrien Monteleone
The Transaction Report can be for multiple accounts, so it doesn’t matter what register is open at the time. The Account Report is for the currently viewed register. The two reports are quite different in their available options, however. Regards, Adrien > On May 24, 2020 w22d145, at 12:08

Re: [GNC] Transaction report: selected date range

2020-05-24 Thread Rich Shepard
On Sun, 24 May 2020, Fred Bone wrote: When I run the transaction report it points out that I need to select the account in "Options". Fred, Huh! I saw the link but missed the instruction above it. Mea culpa! Having said which, I'm not on the latest version. What version are you running?

Re: [GNC] Transaction report: selected date range

2020-05-24 Thread Fred Bone
On 24 May 2020 at 8:56, Rich Shepard said: > I'm missing something in my attempts to define a date range for a > transaction report on a single account. > > The account is displayed and has focus. I select Reports -> Account report > -> Options and do find where I can specify starting and ending

Re: [GNC] Transaction report: selected date range

2020-05-24 Thread Rich Shepard
On Sun, 24 May 2020, Rich Shepard wrote: -> Options and do find where I can specify starting and ending dates. When I ^ NOT ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to

[GNC] Transaction report: selected date range

2020-05-24 Thread Rich Shepard
I'm missing something in my attempts to define a date range for a transaction report on a single account. The account is displayed and has focus. I select Reports -> Account report -> Options and do find where I can specify starting and ending dates. When I try Reports -> Transactions GC tells

Re: [GNC] Transaction Report Filter Questions

2020-05-22 Thread Fran_3 via gnucash-user
Thanks Christopher. On Thursday, May 21, 2020, 1:58:52 AM EDT, Christopher Lam wrote: Until 4.x is ready, yes you'll have to use this syntax. On Thu, 21 May 2020, 12:19 am Fran_3 via gnucash-user, wrote: Transaction Filter seems to be case sensitive as searching for "Chevron" will

Re: [GNC] Transaction Report Filter Questions

2020-05-21 Thread Christopher Lam
Until 4.x is ready, yes you'll have to use this syntax. On Thu, 21 May 2020, 12:19 am Fran_3 via gnucash-user, < gnucash-user@gnucash.org> wrote: > Transaction Filter seems to be case sensitive as searching for "Chevron" > will not find "CHEVRON" so you must use regx like >

[GNC] Transaction Report Filter Questions

2020-05-20 Thread Fran_3 via gnucash-user
Transaction Filter seems to be case sensitive as searching for "Chevron" will not find "CHEVRON" so you must use regx like [Cd][Hh][Er][Vv][Rr][On][Nn]Right? Thanks. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription

Re: [GNC] Transaction Report Default Account

2020-05-10 Thread flywire
Thanks @John Ralls that wiki page was what prompted this thread, hoping to tweak report without going through the full report development process. > just save the report configuration The issue is Save Report Configuration saves those reports in a different part of the menu to the default

Re: [GNC] Transaction Report Default Account

2020-05-10 Thread John Ralls
> On May 10, 2020, at 12:43 AM, flywire wrote: > > Something must have changed eg: > https://www.gnucash.org/docs/v3/C/gnucash-guide/figures/cbook_TransactionRptAssets.png > > I know I can change the report setting. Can someone point me to the guile > file on my computer for that report? I'd

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