v2.2.4 QIF import & reports
Stuart Blood
stuart.blood at VALLEY.NET
Sun Mar 9 14:53:25 EDT 2008
At 07:53 PM 3/8/2008, Andrew Sackville-West wrote:
>On Sat, Mar 08, 2008 at 06:02:58PM -0500, Stuart Blood wrote:
>> (2) I have struggled quite a bit with reports. How do I get an
>> expense report for a particular period? For example, how can I see
>> what I spent on "utilities" in 2007. No matter that I set the date
>> range, my reports always show activity for the current year.
>
>are you sure you have transactions for utilities in 2007? Are you sure
>that you are actually setting the date range properly? Just to go
>through the basics Report -> Income & Expense -> Income
>Statement. After the report does the initial run, click the Option
>button on the toolbar. Select "general" and pick starting and ending
>dates appropriately. Start with "Previous Year Start" and "Previous
>Year End" and then click OK. The report should rerun and display the
>new information.
>
Thanks, Andrew.
That was very helpful. It was the basics that I hadn't figured
out. I'm almost there. Two more questions, if your'e willing:
(1) I have sub-accounts under "utilities", e.g. "electric", "phone",
"gas". In the "Income statement" dialog, where I select the accounts
for the report, I've selected "utilities" expecting a report on all
the sub-accounts, as well. Even though I set "levels of subaccounts"
to "all", the total for utilities was 0.00. I had to manually select
the subaccounts. Am I missing something?
(2) Once I've generated a report by picking all the parameters, is
there a way to save it for future periods?
Thanks again.
Stuart
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