Phyllis, The Account Smmary lists the balances at a specific date for specified accounts which you set in the General tab of the Edit->Report Options dialogue. If you choose the Date and set it to 31/7/24. It doesn't list the changes to the accounts in the month but by producing a report for the previous months balances and subtracting them you can get the changes in a month. This requires importingeach monthly balance report into spreadsheets then subtracting them toget the changes
You could try generating a Transaction report for the period selecting the monthly subtotal in the General options and set the date range for the month in the General tab. There is an option in the Sorting tab of the report options to not display the individual transactions and just the totals for each account. If you select more than one accountin the Accounts tab of the options you should get the monthly totals for each account Unfortunately it does not sub total the debits and credits separately which would be nice. The grand total is displayed in either the debit or credit column depending on whether the sum represents a debit or credit change in the balance. You possibly want to clarify exactlty what information you want or need to present in the monthly reports first then work out how to obtain it and customise the reports to your needs. David Cousens On Tue, 2024-09-17 at 19:46 -0500, Phyllis Bruce wrote: > As the treasurer of a small, 5019(c)3 with no liabilities, I set up > my > Gnucash file in the same order as I will present my monthly reports. > I > have v 5.8+ and Windows 11. > > After much trial and error I was able to get an account summary for > 6/30/2024. My records begin with June 1, 2024. However; no matter > what I > do I cannot get a summary report for the month of July. The name of > the > report is summary - I get that but I need a MONTHLY report and I have > been > unable to make any other reports work. > > Does anyone have a work around? I'm lousy at choosing report options > and I > usually end up with a description of what I want, but not the > figures, even > though I choose my account tree in total. I've also tried beginning > and > ending dates where the option was available. > > Thanks for your help, > Phyllis B > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > 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. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org 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.
