Message: 3
Date: Sat, 7 Aug 2021 10:39:50 +1000
From: Andrew Clark
To: GnuCash users group
Subject: [GNC] DRP accounts, portfolio reports and making sense of the
numbers
Message-ID:
Content-Type: text/plain; charset="utf-8"
Somehow my previous email was sent before I had finishe
Somehow my previous email was sent before I had finished typing it.
I have an investment of NAB shares that I acquired as part of their
employee incentive program years ago and I'm trying to figure out the best
way to record it in GnuCash.
The shares were worth $3000 at the time of allotment. The
On Fri, 2021-08-06 at 17:24 -0500, Tommy Trussell wrote:
> On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote:
> > I am using the budget report and it's working quite well, except
> > for
> >
> > one thing. When I am viewing a whole year I need to scroll left and
> >
> > right to see columns later
Actually, couldn't you make multiple Income accounts per region? Eg
Income:Region:Type.. That might work, but would mean you need to enter the
right region when building the invoice instead of having it automated.
-derek
Sent using my mobile device. Please excuse any typos.
On August 6, 2021 5
On Fri, Aug 6, 2021 at 9:25 AM Jon Schewe wrote:
> I am using the budget report and it's working quite well, except for
> one thing. When I am viewing a whole year I need to scroll left and
> right to see columns later in the year and when I do this I can't see
> the labels on the left for the ac
As there are comprehensive address fields for the customer database it would be
wonderful if these could be used to compile a report.
I could, working forward, categorise sales by location/product but that would
mean duplicating each product for each location, and doesn’t solve the issue of
a re
Perhaps use of jobs could help?
If jobs were named per location, or included location in the job name or
description?
A customer could have multiple locations indicated by job.
The thing I don't know is whether reports can sort on job names or
descriptions 🤔
Kind regards, Greg Feneis
(Pixel 3)
David,
I'm not sure how you would do that. Customers are just a flat database, a
list; there is no Customer Hierarchy.
-derek
On Fri, August 6, 2021 3:34 pm, David H wrote:
> Samantha,
>
> Like David Carlson I'm not a business features user so I'm only guessing
> here but can you setup your cus
Samantha,
Like David Carlson I'm not a business features user so I'm only guessing
here but can you setup your customers or Sales in a heirarchy - i.e
Customers, Customers UK, Customers Local, Customers Non UK OR Sales, Sales
UK, Sales Local, Sales Non UK and report on them that way ?
Cheers Davi
Sorry, I replied to Derek only and I meant to include the list.
Here is my response to Derek's question.
-- Original Message --
From: Samantha Payn
To: Derek Atkins
Date: 06/08/2021 16:26
Subject: Re: [GNC] Creating a customer report by location
I
On 06/08/2021 16:16, Derek Atkins wrote:
Brilliant. So easy when you know!!
Thanks muchly,
Graham
On Fri, August 6, 2021 11:05 am, Graham wrote:
Sorry if this is a basic question, but I've tried searching to no avail.
I'm thinking of stock accounts, where many have been bought and sold. Is
th
Thank you for your reply, David.
> On 6 Aug 2021, at 14:11, David Carlson wrote:
>
>
> No, not unnoticed, but I do not use business features, so I waited to see if
> a business user would step up.
>
> GnuCash has no geographical data feature to use for such a report. You would
> have to s
Two ways to do this:
1) View -> Filter By -> Other
uncheck "show zero total accounts"
I forgot about this, as I *never* recommend it, because it is subject to
the "Law of Unintended Consequences."
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Hi,
On Fri, August 6, 2021 11:05 am, Graham wrote:
> Sorry if this is a basic question, but I've tried searching to no avail.
>
> I'm thinking of stock accounts, where many have been bought and sold. Is
> there a way of showing the account tree to 'hide' accounts of zero
> value, or zero stock?
>
First all, you can hide individual accounts. However, what I do, is
create an account group called "Prior stocks" & move prior stocks to
that group, & then collapse that group.
On 2021-08-06 08:05, Graham wrote:
Sorry if this is a basic question, but I've tried searching to no avail.
I'm th
Sorry if this is a basic question, but I've tried searching to no avail.
I'm thinking of stock accounts, where many have been bought and sold. Is
there a way of showing the account tree to 'hide' accounts of zero
value, or zero stock?
I could delete the account, but I want to keep the record,
Hi Samantha,
As far as I know, there is no report like that. Indeed, I can't even
think of a way that you could collate customers by location within
GnuCash. Are you thinking by State? By Zip Code? By some other means?
Once you figure that out, then one could write a routine that sorted and
c
I am using the budget report and it's working quite well, except for
one thing. When I am viewing a whole year I need to scroll left and
right to see columns later in the year and when I do this I can't see
the labels on the left for the accounts. Does anyone have a good way
around this?
Just befo
No, not unnoticed, but I do not use business features, so I waited to see
if a business user would step up.
GnuCash has no geographical data feature to use for such a report. You
would have to somehow manually add appropriate information in a text field,
but reports generally only have rudimentar
Is this not possible, or has this request slipped through unnoticed?
Cheers
On 05/08/2021 14:26 Samantha Payn <[1]saman...@boorertranslations.com>
wrote:
Can anyone tell me how to set up a report on income by customer
location, please?
Many thanks
Samantha Payn
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