I guess the most appropriate report in your case would be the standard
Profit and Loss (P&L) report, which is predefined in GNC and available
from the Reports pull-down menu (Reports->Income & Expense->Profit &
Loss). This report is a common standard format to show your work as a
community treasurer. However, this report only shows the balance of
each account. If you want to show the details of where money comes and
goes, you probably will need the transaction report
(Reports->Transaction Report) of relevant income and expense accounts.
The default one doesn't contain any accounts so you have to select
relevant income (not asset) and expense accounts for the report. After
you select the start and end date (reporting period) and the accounts,
you can save the report configuration by clicking on the Save Config or
Save Config As button on the report menu bar. Next time you can
retrieve the report by selecting Report->Saved Report
Configurations->your_saved_report without reentering the report options...
Hope this helps. Cheers!
-- ND
On 1/21/25 6:02 AM, Chris Green wrote:
I need to present our PCC/Church accounts to the PCC (Parochial Church
Council) three or four times a year. Every time I do this I struggle
to find a report which simply shows the bank balance at the start of
the period, where money came in from, where money went out to and the
resulting final balance in the bank account.
Am I missing something obvious or is there really no way of showing
this? It's what the layman (i.e. members of the PCC) want to see.
Further to this I also always get bitten by having to select the
'start of year' and 'end of year' almost every time I run a report,
these dates seem to get reset frequently.
Also, it seems like every time I ask for a report, it tells me 'no
accounts selected' and I have to go through the same old rigmarole
that I have done many, many times before of selecting all accounts.
Surely the default should be to include all accounts and also surely
the setting should be remembered.
I know I've been here before and probably have asked similar questions
but I do find it rather frustrating at times.
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