[GNC] Custom Report
Hello, I'm new to GnuCash. Would anyone be able to help me with custom reports. I would like to generate a monthly report to show my profit and loss. Is there a way to customise the dates? Many thanks! -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Custom Report
I'm not at a computer right now, but I seem to recall that the Profit & Loss report does not have monthly breakdowns. You could copy the monthly data to a column in a spreadsheet in order to make comparisons. Each report has different options which are only availableafter first invoking the report. You should examine those. HTH,David On Thu, May 9, 2019 at 14:27, confused wrote: Hello, I'm new to GnuCash. Would anyone be able to help me with custom reports. I would like to generate a monthly report to show my profit and loss. Is there a way to customise the dates? Many thanks! -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Open Bills Payable (and Open Invoices Receivable) Report/List
Hi, Currently Vendors Listing & Customer Listing with total amount Payable and Receivable along with aging - are available. Is there a report/list available for all Open Bills Payable (likewise Open Invoices Receivable)? Thanks. Jayakumar Chakravarthy ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Custom Report
On 5/8/2019 6:24 AM, confused wrote: Hello, I'm new to GnuCash. Would anyone be able to help me with custom reports. I would like to generate a monthly report to show my profit and loss. Is there a way to customise the dates? Many thanks! The P&L (aka Income Statement aka (for a non-profit) Statement of Revenues and Expenses) is ALWAYS for an interval. You can choose the start and end date via Edit => Report Options If new to gnucash I strongly suggest that for every report you choose to run you investigate all the report options available to you. What gnucash does not provide (within gnucash) is displaying multiple runs of this report in parallel (to compare side by side). If you want that, I suggest exporting the reports and then bringing the raw reports into a document you then edit with your favorite full power editor app. I don't think of that as extra work because I am always going to want to edit before presentation to the board of directors. The CoA needs to be such that information that is needed for filings is available but that is NOT how the directors would want to see it. For example, "printing and postage" is a line item for the 990/990EZ but the board wants to know what the entire event cost, not how much of that postage. Wants to see how much made from selling tee shirts, not the "gross sales" and "cost of goods". Wants to see how much having an intern cost, not how much of that was reportable on a 1099-MISC and how much reimbursement for mileage. In other words, the level of detail different, so going to be editing anyway. Michael D Novack ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] undo close?
ToddAndMargo via gnucash-user writes: > On 5/8/19 3:28 AM, Geert Janssens wrote: >> Todd, do you remember which tab was open when you accidentally clicked the >> close button ? Was it a report tab, a register tab or an accounts tab or even >> something else ? > > I was in on of my credit card accounts. But, I checked and > the button is there is all my accounts. Sure, the button is there. It's just supposed to close the tab, which is what it does for me. >> And could you remember the exact message you received after closing that >> specific tab ? I have searched all of the gnucash source code and there's >> really only one message using the word "archive". The message lead me to the >> obscure function I pointed out before. But that doesn't seem to be >> triggerable... > > I don't remember the exact message. Just something to the effect > that it was going to archive my account, which I mistook as > thinking it meant it was go to save the entries I just made > back to the database. I still have no idea how it got to that. As Geert said, that message only appears once in the whole source code, and it's not from an accessible function. > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Open Bills Payable (and Open Invoices Receivable) Report/List
There isn’t a report, but there is a list. `Business > Customer/Vendor > Invoices/Bills Due Reminder` will open a separate window showing a list of any that are open/due. From this window you can also process payments and view/edit the bill/invoice. Not sure if this will fit your screen or workflow, but I size my main window so that I can keep these two reminder windows open on the side at all times. (I also never close GnuCash and have it on a dedicated workspace) Note, these reminders run every time you start GnuCash as well. Regards, Adrien > On May 9, 2019, at 4:28 AM, Jayakumar Chakravarthy > wrote: > > Hi, > > > Currently Vendors Listing & Customer Listing with total amount Payable and > Receivable along with aging - are available. > > > Is there a report/list available for all Open Bills Payable (likewise Open > Invoices Receivable)? > > > Thanks. > > > Jayakumar Chakravarthy ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Custom Report
Navigate in the Menu to:
Reports > Income & Expense > Income Statement/Profit & Loss
which will get you the basic report. ('Income Statement' and ‘Profit & Loss’
produce the exact same report - just different default names)
then on the toolbar click:
Options > General > Start/End Date
where you’ll see some ‘quick’ presets available like ’Today’ and
‘Previous/Current Month/Quarter/Year/Accounting Period’
or you can otherwise specify exact dates.
*note, ‘Accounting Period’ is going to use the custom period you defined in
your preferences. (such as for entities with non-calendar fiscal years, say,
starting July 1 instead of January 1)
Regards,
Adrien
> On May 8, 2019, at 5:24 AM, confused wrote:
>
> Hello, I'm new to GnuCash.
>
> Would anyone be able to help me with custom reports. I would like to
> generate a monthly report to show my profit and loss. Is there a way to
> customise the dates?
>
> Many thanks!
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Re: [GNC] undo close?
On 5/9/19 7:04 AM, Derek Atkins wrote: I still have no idea how it got to that. As Geert said, that message only appears once in the whole source code, and it's not from an accessible function. Lucky me! ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] importing invoices as paid
Hi, is there a way to not only import invoices but to also import data indicating that they have been paid? Unfortunately I have hundreds of paid invoices to import. -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] importing invoices as paid
If they are paid, you’d need to have the payment transactions imported as well. There isn’t any such thing as ‘paid’ with no actual payment. (as far as I’m aware) I don’t know of a way to auto-assign the transactions as being applied in payment of any particular invoice once they are imported. You might have to assign those one at a time. (but at least you don’t have to create the individual transactions) Perhaps one of the devs familiar with the Business Features can offer more insight. Regards, Adrien > On May 9, 2019, at 12:22 PM, mountain wrote: > > Hi, is there a way to not only import invoices but to also import data > indicating that they have been paid? Unfortunately I have hundreds of paid > invoices to import. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] undo close?
A question for ToddAndMargo: I think this question was asked before but Gmail isn't letting me search for it. If you create a disposable copy of your data file and open it to your credit card account and then fly over that Close button, what pops up? Then, if it includes the word Archive, try clicking on it in your disposable copy to see what happens. David Carlson On Thu, May 9, 2019 at 12:14 PM ToddAndMargo via gnucash-user < gnucash-user@gnucash.org> wrote: > On 5/9/19 7:04 AM, Derek Atkins wrote: > > I still have no idea how it got to that. As Geert said, that message > > only appears once in the whole source code, and it's not from an > > accessible function. > > Lucky me! > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- David Carlson ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Custom Report
Te easiest way is export account summery BUT html is only available, you can drag the html in excel and easily copy and paste. Not as easy with the P/L The problem with that account summery report you cannot select a month, date range, etc in options. I find it troubling that there is no monthly report for the year. You can use a budget but you have to enter budget numbers for account totals to show. I understand there is a difference between xml and mysql fro generating reports. I am peeking around a Jasper Studio again since my Point of Sale software uses it but i do not have the time to learn sql queries. It would be nice to alter the budget report just to show the monthly totals fro the accounts and export it Jimmy -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Custom Report
> On May 9, 2019, at 6:58 PM, Jimmy R via gnucash-user > wrote: > > Te easiest way is export account summery BUT html is only available, you can > drag the html in excel and easily copy and paste. Not as easy with the P/L > The problem with that account summery report you cannot select a month, date > range, etc in options. Excel might be a problem, but LibreOffice has no issues either opening saved GnuCash reports, or importing them as plain text. (copy/paste also works) The only issue with doing comparative P&L’s in a spreadsheet is that each period needs to have all accounts visible so things line up easily, otherwise you’ll have lots of formatting to do. And how would an account summary be the easiest way to accomplish a P&L? (you’d have to run one for each and every account) There’s already a P&L report and you can set whatever date range you like. > > I find it troubling that there is no monthly report for the year. You can > use a budget but you have to enter budget numbers for account totals to > show. I don’t think so. You have to create a budget, but I’m pretty sure you don’t have to populate it to get actuals to be visible. I tried this not long ago. > > It would be nice to alter the budget report just to show the monthly totals > fro the accounts and export it Perhaps I’m thinking of something different, but I can run a budget report using just parent accounts and get monthly amounts. Could you provide an example of what you are looking for? Regards, Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
