FW: New transaction report - consolidates / creates composite if same description, has find capability and can convert annual data to daily amounts

Cindy Doughty dbdoughty at gmail.com
Sun Mar 26 09:55:44 EDT 2017


Under display tab uncheck every thing except consolidate and description.
On the sort tab select none for both primary and secondary keys.

On Mar 26, 2017 8:46 AM, "Peter Jackson" <jackson at fastmail.net> wrote:

> I now have this working, under Windows 10. Thank you.
> However, I cannot seem to set it to consolidate by Description only. The
> report shows separate lines for each account regardless of whether or not
> the account box is ticked.
> Peter
>
> On 25 March 2017 at 07:39, Peter Jackson <jackson at fastmail.net> wrote:
>
> >
> >
> > Nurton Court
> > Middleton-on-the-Hill
> > Ludlow SY8 4BD
> > Tel: 01568 750 248 <01568%20750248> Mob: 07955 586 476 <07955%20586476>
> >
> > ---------- Forwarded message ----------
> > From: Dave H <hellvee at gmail.com>
> > Date: 25 March 2017 at 00:04
> > Subject: Re: FW: New transaction report - consolidates / creates
> composite
> > if same description, has find capability and can convert annual data to
> > daily amounts
> > To: Peter Jackson <jackson at fastmail.net>
> > Cc: Cindy Doughty <dbdoughty at gmail.com>, GNU Cash User <
> > gnucash-user at gnucash.org>
> >
> >
> > Yes it doesn't exist until you you copy/move it there :-)  Working for me
> > with the exact same setup - Win 10, GnuCash 2.6.15
> >
> > Copy the files as advised and then start up GnuCash.  You'll then see
> > additional entries on the Reports dropdown menu
> >
> > Reports >> Other >> Income and Expense Statement
> > Reports >> Other >> Profit and Loss Statement
> > Reports >> Transaction By Payee Report
> >
> > It doesn't affect the existing Transaction Report which is unchanged I
> > believe so don't run that expecting it to look different.
> >
> > Cheers Dave H.
> >
> >
> > On 25 March 2017 at 06:17, Peter Jackson <jackson at fastmail.net> wrote:
> >
> >> Cindy, the thing is, I don't think that Gnucash 2.6.15 running under
> >> Windows 10 actually uses a config.user. The only such file in .gnucash
> is
> >> the one I downloaded from you.
> >> Peter
> >>
> >>
> >> Nurton Court
> >> Middleton-on-the-Hill
> >> Ludlow SY8 4BD
> >> Tel: 01568 750 248 <01568%20750248> Mob: 07955 586 476 <07955%20586476>
> >>
> >> On 24 March 2017 at 19:42, Cindy Doughty <dbdoughty at gmail.com> wrote:
> >>
> >> > Look in the config.user file in your c:/user/your users name/.gnucash
> >> and
> >> > make sure it says transaction.scm   the older version had the name
> >> > transactionbypayee.scm
> >> >
> >> > On Mar 24, 2017 9:02 AM, "Peter Jackson" <jackson at fastmail.net>
> wrote:
> >> >
> >> >> Please tell me exactly how to install this report on Windows 10.
> >> >>
> >> >> Thanks
> >> >>
> >> >> Peter
> >> >>
> >> >> <https://www.avast.com/sig-email?utm_medium=email&utm_source
> >> >> =link&utm_campaign=sig-email&utm_content=webmail>
> >> >> Virus-free.
> >> >> www.avast.com
> >> >> <https://www.avast.com/sig-email?utm_medium=email&utm_source
> >> >> =link&utm_campaign=sig-email&utm_content=webmail>
> >> >> <#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
> >> >>
> >> >>
> >> >> Nurton Court
> >> >> Middleton-on-the-Hill
> >> >> Ludlow SY8 4BD
> >> >> Tel: 01568 750 248 <01568%20750248> <01568%20750248> Mob: 07955 586
> >> 476 <07955%20586476> <07955%20586476>
> >> >>
> >> >> On 22 March 2017 at 04:37, Leo Bolta <lbolta at rogers.com> wrote:
> >> >>
> >> >> >
> >> >> >
> >> >> > -----Original Message-----
> >> >> > From: Leo Bolta [mailto:lbolta at rogers.com]
> >> >> > Sent: March-22-17 12:35 AM
> >> >> > To: 'David T.'; 'Cindy Doughty'
> >> >> > Subject: RE: New transaction report - consolidates / creates
> >> composite
> >> >> if
> >> >> > same description, has find capability and can convert annual data
> to
> >> >> daily
> >> >> > amounts
> >> >> >
> >> >> > I second a YTD Budget Report added to the distribution if it
> already
> >> >> exists
> >> >> > and not too much work to implement!
> >> >> >
> >> >> > -----Original Message-----
> >> >> > From: gnucash-user
> >> >> > [mailto:gnucash-user-bounces+lbolta=rogers.com at gnucash.org] On
> >> Behalf
> >> >> Of
> >> >> > David T. via gnucash-user
> >> >> > Sent: March-21-17 12:40 PM
> >> >> > To: Cindy Doughty
> >> >> > Cc: gnucash-user
> >> >> > Subject: Re: New transaction report - consolidates / creates
> >> composite
> >> >> if
> >> >> > same description, has find capability and can convert annual data
> to
> >> >> daily
> >> >> > amounts
> >> >> >
> >> >> > Doug,
> >> >> >
> >> >> > I am stunned into silent, grateful awe that you have showed up to
> put
> >> >> such
> >> >> > care and attention into the reports.
> >> >> >
> >> >> > Thank you!
> >> >> >
> >> >> > @ the developers: what does it take to get reports (such as these,
> >> and
> >> >> > Phil's YTD Budget report) added to the main GnuCash distribution?
> >> >> >
> >> >> > David T.
> >> >> >
> >> >> > P.S. If you are not familiar with github.com <http://github.com/>,
> >> you
> >> >> > might
> >> >> > want to see about getting these various scheme files up there,
> where
> >> >> others
> >> >> > can find them. The version control might also help you manage this
> >> >> growing
> >> >> > collection of files.
> >> >> >
> >> >> > > On Mar 21, 2017, at 7:31 PM, Cindy Doughty <dbdoughty at gmail.com>
> >> >> wrote:
> >> >> > >
> >> >> > > Dear Gnucash-Users
> >> >> > >
> >> >> > > It brings me great pleasure to present an updated and beefed up
> >> >> > > transaction.scm
> >> >> > >
> >> >> > > In addition to advanced date, transaction and account filtering
> >> >> > > capabilities, and the scaling multiplier features already
> >> presented,
> >> >> > > it now has a novel multi-column view to separate transactions
> into
> >> >> > > splits as a multicolumn view.
> >> >> > >
> >> >> > > This will be useful in multiple ways. For example
> >> >> > > 1) report your bank account, and filter by expenses, visualise
> the
> >> >> > > monies leaving your bank into various accounts
> >> >> > > 2) report from your GST/VAT accounts, and visualise the various
> >> >> > > incomes and expenses, with quarterly totals. Use figures to
> >> determine
> >> >> > > your GST/VAT obligations.
> >> >> > > 3) cut from multicolumn, and paste into spreadsheet for more
> >> advanced
> >> >> > > data analytics
> >> >> > >
> >> >> > > See attached sample reports for illustration.I will be happy for
> >> this
> >> >> > > report to be submitted to the standard reports.
> >> >> > > Thanks to help from Chris Lam, this report is nearly mature -
> just
> >> >> > > needs some adjustments to UI and settings.
> >> >> > >
> >> >> > > Doug Doughty
> >> >> > > ---
> >> >> > > <config.user><gnctimeperiod-utilities.scm><transaction.scm>_
> >> >> __________
> >> >> > > ____________________________________
> >> >> > > gnucash-user mailing list
> >> >> > > gnucash-user at gnucash.org
> >> >> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >> >> > > -----
> >> >> > > 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 at gnucash.org
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> >> >> > -----
> >> >> > Please remember to CC this list on all your replies.
> >> >> > You can do this by using Reply-To-List or Reply-All.
> >> >> > -----
> >> >> > No virus found in this message.
> >> >> > Checked by AVG - www.avg.com
> >> >> > Version: 2016.0.7998 / Virus Database: 4756/14138 - Release Date:
> >> >> 03/18/17
> >> >> >
> >> >> > _______________________________________________
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> >> >> > gnucash-user at gnucash.org
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> >> >> >
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> >> >
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> >>
> >
> >
> >
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