Chris You need two reports and the standard report versions will likely do what you require:
Balance Sheet Income Statement Once you have them open Edit->Report Options from the menu will allow you to set thes pecific accounts you desire to include and the level of nesting of sub-accounts and set the other options. The defaults are usually OK unless you have some specific needs. The report needs to be open to set the Options for it The default dates are usually those for the start and end of the current accounting period which are set in the first tab of the Edit Preferences dialogue. If you want the report for another accounting period set them specifically in the Edit->Report Options->General tab with the required report open and selected in the main window. When you have the Options set so you are getting the information you need in each report, then save them using the Reports->Save Report Configuration menu item giving the a different name. Next time you need the same reports use the Reports->Saved Report Configurations select your saved report names. You may then need to change the start and end period dates to the current year in the Edit- >Report Options->General tab. You can either print the report from GnuCash (File->Print Report) or import the reports into a spreadsheet (Excel, LibreOffice work) and then massage them into the desired final form for presentation and then export the results as a pdf. On Tue, 2025-01-21 at 15:27 +0000, Chris Green wrote: > On Tue, Jan 21, 2025 at 10:06:54AM -0500, Jediator wrote: > > 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 > > Yes, the P&L report is nearest to what I want. It does show the > amount of money spent on each type of expense (e.g. Vicar's expenses, > maintenance and so on) for the year so far and the income from > various > sources. However it doesn't have the all importamt (to most people) > balance in the bank account at the start and end of the period. > > If I remember right in previous years I have manually edited the > report to add the bank balances. > > > > (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... > > > I'll try this (again?) but I seem to remember it doesn't really work > for me (or, more to the point, the way the CofE expects). Where does > GnuCash save these report configurations? > _______________________________________________ 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.