I have top level accounts Banks and Credit Cards. Under Banks I have
sub-accounts Checking and Money Fund. Under Credit Cards I have
sub-accounts Discover, Master Card, and Visa.
I may pay phone charges from any of these sub-accounts, recording the
entries under the Transfer account Expenses:Telephone.
At year end I want a transaction report on Expenses:Telephone. I do the
following:
- Select the Accounts tab, then Reports>Transaction Report
- Click Edit report options in the Transaction Report tab
- On the Account tab, Expand the Bank and Credit Card accounts and use
Ctrl^Click to select the Checking, Money Fund, Discover, Master Card, and
Visa sub-accounts. Select Filter Type> Include Transaction... and select
the Bank and Credit Card sub-accounts again in the Filter by box.
- On the Filter tab, enter :Telephone in the Account Name Filter
- On the General tab I select Start and End of Previous Year, as I am
reporting on 2019.
The report returns no data, as shown below:
-
Telephone Transaction Report:
No accounts selected
This report requires accounts to be selected in the report options.
Edit report options
Display / Account Code : Enabled
Display / Other Account Name : Enabled
Accounts / Filter By... : RMBT Checking, RMBT Money Fund, Discover, Master
Card, Visa
Accounts / Accounts : RMBT Checking, RMBT Money Fund, Discover, Master Card,
Visa
Accounts / Filter Type : include
General / End Date : relative . end-prev-year
General / Report name : Telephone Transaction Report
General / Start Date : relative . start-prev-year
Filter / Account Name Filter : :Telephone
-
I can obtain the data I want in a round-about way by turning off
Account>Filter Type and Filter> Account Name and sorting on Other Account
Name. Expenses:Telephone will subtotal in the report that covers all
transactions for the year. The report parameters are:
Display / Account Code : Enabled
Display / Other Account Name : Enabled
Display / Use Full Other Account Name : Enabled
Sorting / Secondary Key : none
Sorting / Primary Key : corresponding-acc-name
Accounts / Accounts : RMBT Checking, RMBT Money Fund, Discover, Master Card,
Visa
General / End Date : relative . end-prev-year
General / Report name : Telephone Transaction Report
General / Start Date : relative . start-prev-year
If I add the Filter>Account Name ':Telephone" to this report, I get no data.
What am I doing wrong?
--
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.
