Dave:
Thanks. I got the reports installed and working. It does do a lot of
what I can work with to get a kind of 'categories' report. Thanks for
helping locate these.
But I cannot seem to turn off the subtotal by month within each account.
The string that I've included in each relevant Description field as a
string to search for is a string I used for a project that began a few
months ago. I really don't need subtotals by month within each account
that's affected.
I've got 'Totals' checked on the 'Display' tab, but not 'Running
Balance'. In the 'General' tab, I've got Select Period set to 'Custom
Dates' and then the Custom_Start Date and Custom_End Date are set to my
desired values. In the 'Sorting' tab, I've got Primary Key set to
'Account Name' and have checked 'Primary Subtotal'. Secondary Subtotal
is not checked.
:George
On 7/26/2017 11:02 PM, Dave H wrote:
George,
You can either get it from the gnucashuser mailing list archive at
https://lists.gnucash.org/pipermail/gnucash-user/2017-March/069563.html
which seems to be the latest version of the transaction report that
Doug created.
The reports are attached as links at the bottom of the posting a la -
http://lists.gnucash.org/pipermail/gnucash-user/attachments/20170308/af1ea704/attachment-0009.obj>
or
You can get it from the first posting (by dadinva)from this search on
nabble which mirrors the gnucash-user list -
http://gnucash.1415818.n4.nabble.com/New-transaction-report-consolidates-creates-composite-if-same-description-has-find-capability-and-cas-td4690238.html#a4690477
If you read either posting you will see it includes an explanation of
the changes to the report and the last paragraph explains how to
install it. The reports and config files are attached as attachments
to this report.
Cheers Dave H.
On 27 July 2017 at 15:28, George Riner <georgeri...@mycogeo.com
<mailto:georgeri...@mycogeo.com>> wrote:
I can no longer put it off. I entered a particular string amongst
about 30-40 transactions so that I could do a 'classes-style'
report that would search for my string to find the transactions I
want to report. Reviewing the capabilities of the 'standard
reports', I see that I cannot accomplish this. But there are
messages about a 'new transaction report' from a Doug Doughty that
would accomplish what I'm trying for.
So, how do I get a hold of this report? Is it something that can
be attached to an email? Is it something that can be downloaded
from some repository of custom reports? Do I have to ask Doug to
send it to me?
Once I obtain it, I'll try to figure out how to install it so I
can try to use it.
:George
Gnucash 2.6.17
Windows 10
On 3/26/2017 1:00 PM, david.carlson....@gmail.com
<mailto:david.carlson....@gmail.com> wrote:
There is another thread on the gnucash user maillist
about a new transaction report from Doug or Cindy Doughty with
about 30 messages. I do not know how to put a link to it
while using my tablet to write this message.
Go through that thread in reverse to find the last revision.
David C
Sent from my LG G Pad 7.0 LTE, an AT&T 4G LTE tablet
------ Original message------From: Roger MillsDate: Sun, Mar
26, 2017 1:22 PMTo: 'Christopher Lam';Cc:
gnucash-user@gnucash.org
<mailto:gnucash-user@gnucash.org>;Subject:RE: Migration from
Quicken 98
That sound like a possibility – thanks. How do I go about
finding Doug Doughty’s new transaction report? [I am new to
GnuCash and to this mailing list – and am still at the stage
of needing to satisfy myself that GnuCash will do everything I
need before I start using it in anger]. Cheers,Roger From:
Christopher Lam [mailto:christopher....@gmail.com
<mailto:christopher....@gmail.com>] Sent: 26 March 2017
15:51To: Roger MillsCc: gnucash-user@gnucash.orgSubject: Re:
Migration from Quicken 98 I would approximate categories by
tagging transactions in any of the available free-text fields
- description/memo/notes. eg. tag Annual Insurance payment
with @holidayhomeThanks to Doug Doughty's new
Transaction-Report you will be able to arbitrarily report by
searching these fields.But the Standard Reports are not
currently able to search similarly. On 26 March 2017 at
02:11, Roger Mills wrote:I'm trying to migrate several sets
of accounts from Quicken 98 to GnuCash,and would like some
advice.I am aware that I need to create an 'account' for each
'category' inQuicken, and that's not a problem.But I also make
extensive use of 'Classes' in Quicken, and can't readily
seehow to replicate this in GnuCash. As an example, I use
classes todistinguish between expenditure associated with my
main home and my holidayhome. The expenditure comes out of the
same set of physical bank/credit cardaccounts, and involves
essentially the same types (Categories) ofexpenditure -
insurance, utility bills, maintenance, etc.One possible
approach may be to create an hierarchy with an account for
eachclass and with sub-accounts, sub-sub-accounts, etc.
beneath that to replaceQuicken's categories and
sub-categories. But that doesn't really cut itbecause, in
Quicken, categories and classes and independent of each
otherrather than being hierarchical, and can appear in any
combination. If, forexample, I had 8 classes and 10
categories, it appears that I would have tocreate upwards of
80 'accounts' to cover all the combinations. Even then, itmay
not achieve the desired result.At various times I may wish to
see all expenditure associated with aparticular class
regardless of category and, at other times, all expenditureof
a certain type (category) regardless of class. Depending on
which wayround the hierarchy is arranged, only one of these
appears to be possible.Hopefully, I'm missing something, and I
would be grateful for any pointersas to what it may be. I
would also be grateful for any available casestudies showing
how other people have migrated Quicken accounts - which
useboth categories and classes - into GnuCash.Many
thanks,Roger MillsWarwick -
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