Re: [GNC] Simple report(s) wanted

2025-01-23 Thread Roger Shilcock
Apologies for my typo - I'm running 5.10 (not 5.1) and thanks for the pointer. Regards. On 22 January 2025 19:47:01 GMT, David H wrote: >I'm using version 5.10 on Win 10 - it's the 3td last option on the Report >options popup Display tab for me. Maybe time to upgrade if it's not in >vers 5.1 ?

Re: [GNC] Simple report(s) wanted

2025-01-22 Thread David H
I'm using version 5.10 on Win 10 - it's the 3td last option on the Report options popup Display tab for me. Maybe time to upgrade if it's not in vers 5.1 ? Cheers Dave H. [image: image.png] On Thu, 23 Jan 2025 at 04:34, Roger Shilcock wrote: > I'm getting used to GnuCash and playing around wi

Re: [GNC] Simple report(s) wanted

2025-01-22 Thread Roger Shilcock
I'm getting used to GnuCash and playing around with reports too. I just looked at the Transaction Report and under the display tab I don't see the option to tick "Account Balance" as you suggest. I'm running V5.1 on Windows but surely the report options should be the same across all platforms?

Re: [GNC] Simple report(s) wanted

2025-01-22 Thread Stan Brown (using GC 4.14)
On 2025-01-21 03:02, 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, w

Re: [GNC] Simple report(s) wanted

2025-01-22 Thread Michael or Penny Novack via gnucash-user
On 1/22/2025 10:27 AM, Christopher Lam wrote: Try the Transaction Report. Select your desired bank account in *Accounts / Accounts* Ensure the *Display / Account Balance* is ticked. Select your desired time period in *General / Start-End Date* I realize what literally was asked about was "bank

Re: [GNC] Simple report(s) wanted

2025-01-22 Thread Christopher Lam
Try the Transaction Report. Select your desired bank account in *Accounts / Accounts* Ensure the *Display / Account Balance* is ticked. Select your desired time period in *General / Start-End Date* The balance column *will* show the balance at start, and the end balance. On Tue, 21 Jan 2025 at 1

Re: [GNC] Simple report(s) wanted

2025-01-22 Thread barrym via gnucash-user
/My take on OP's request is an Itemised Profit and Loss report. (Let's ignore the inconsistencies in report menus, names and headings.)/ Exactly, that is what I've been doing for years, copied directly as the opening of a new XL sheet for the period concerned. I then fiddle about with the style

Re: [GNC] Simple report(s) wanted

2025-01-22 Thread Chris Green
On Tue, Jan 21, 2025 at 06:51:59PM -0600, R Losey wrote: > Once you DO get a report the way you want it, you can "save" the > report configuration, so you shouldn't have to go through all of the setup > again (such as select accounts). > Yes, thank you, I think this is something I've been overlook

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread G R Hewitt
It's also worth remembering that if you create a new account that you want to appear in the report, you have to go to the 'Options' of the report and select it, keeping in mind to hold down 'ctrl' or 'cmd' (or whatever key) before you select it, otherwise everything already selected is deselected,

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Doug via gnucash-user
To add, it is easy to edit a saved report: (Linux: Edit>Report Options) I use this to: -Change the date range for report. -Add/remove accounts to appear. -General cleaning up reports eg columns shown. I use this to give my Rental tenancies a payment report. I also use saved reports to prepare

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread R Losey
Once you DO get a report the way you want it, you can "save" the report configuration, so you shouldn't have to go through all of the setup again (such as select accounts). On Tue, Jan 21, 2025 at 5:03 AM Chris Green wrote: > I need to present our PCC/Church accounts to the PCC (Parochial Churc

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread John Ralls
> On Jan 21, 2025, at 15:48, John Ralls wrote: > > > >> On Jan 21, 2025, at 13:09, flywire wrote: >> >> Elsewhere Balance Sheet reports normally report previous/current periods. >> Has anyone successfully generated this in GnuCash rather than a spreadsheet >> hack? > > Yes. Reports>Assets

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread John Ralls
> On Jan 21, 2025, at 13:09, flywire wrote: > > Elsewhere Balance Sheet reports normally report previous/current periods. > Has anyone successfully generated this in GnuCash rather than a spreadsheet > hack? Yes. Reports>Assets and Liabilities>Balance Sheet (Multicolumn). Regards, John Ralls

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread fromvendor
heet and then print the destination sheet that has the requisite formatting. Good luck & Blessings all, -g -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+fromvendor=outtacyte@gnucash.org] On Behalf Of flywire Sent: Tuesday, January 21, 2025 3:09 PM To: Gnucash Users

[GNC] Simple report(s) wanted

2025-01-21 Thread flywire
Nice question for a basic and most common need. > You need two reports and the standard report versions will likely do what you require: Balance Sheet, Income Statement > You might be able to get both [current/previous period] Balance Sheet on one page with the multi report section. I have not tr

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread David Cousens
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

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Maf. King
On Tuesday, 21 January 2025 16:03:55 GMT Jediator wrote: > The report config should be part of the GNC database. Arguable (and has been argued at length), but it isn't at present. Saved report configs are stored in a discrete file in the user directories. See the FAQ for more. This does me

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Michael or Penny Novack via gnucash-user
On 1/21/2025 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 mo

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Mark Penner
Jan 21, 2025 10:06:51 Jediator : >> Where does >> GnuCash save these report configurations? > It should work, but you have to click on the save button.  The report config > should be part of the GNC database. Saved reports do not get saved in the data file. See https://www.gnucash.org/docs/v5/C

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Jediator
Chris, please see comments below. -- ND On 1/21/25 10:27 AM, Chris Green wrote: 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.

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Steve Butler
You should show the Balance Sheet at the start of accounting period compared to Balance Sheet at the end of the accounting period. That with the Income Statement covers most of the items you requested. You might be able to get both Balance Sheet on one page with the multi report section. I have

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Chris Green
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

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Chris Green
On Tue, Jan 21, 2025 at 05:55:09AM -0800, Brad Morrison wrote: > Hi Chris/GNUCash users, > > GnuCash is free/open source software, so please understand that and that > this is a volunteer effort. > Yes, absolutely, I agree and I really appreciate the level of support that is provided. I didn't

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Jediator
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 tre

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread sunfish62--- via gnucash-user
Honestly. The question you *should* be asking is "What information exactly are you looking for in your reports?" rather than the OS and GC version. Gnucash has *always* (well, at least since I started using it in 2006) had issues with its reporting modules. The mechanisms are not easy to grok

Re: [GNC] Simple report(s) wanted

2025-01-21 Thread Brad Morrison
Hi Chris/GNUCash users, GnuCash is free/open source software, so please understand that and that this is a volunteer effort. Feel free to donate and encourage others to do so so that the software is maintained and possibly even improved - https://www.gnucash.org/donate.phtml With that said, s

[GNC] Simple report(s) wanted

2025-01-21 Thread Chris Green
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 bal