monthly summary of accounts

David T. sunfish62 at yahoo.com
Wed Jun 30 17:16:16 EDT 2010


Suhas--

With regard to your request for a summary of one account for a particular time period:

1) Create a transaction report
2) Open Options
3) Select only the account you want, and the time range
4) Optionally, change columns not to display amounts, which will only show you a total of transactions for the time period. Note that this is not an "Opening" or "Closing" balance--just a total amount of the transactions in that account.

Now, if you want a single report that shows amounts for multiple months for multiple accounts (as indicated in the original subject line), you *can* accomplish this, with a little creative thinking. The trick is to use Gnucash's Budgeting features.

First, create a Budget that includes the accounts you ultimately want to keep track of, and a date range that is useful to you. Save this budget.

Next, create a budget report, and in the options for this report, deselect the "Show Budget Amounts" check box. The resulting report will list monthly transaction totals for each account in the budget.

Cheers,
David

--- On Wed, 6/30/10, Geert Janssens <janssens-geert at telenet.be> wrote:

> From: Geert Janssens <janssens-geert at telenet.be>
> Subject: Re: monthly summary of accounts
> To: "suhas paranjape" <suhas.paranjape at gmail.com>
> Cc: gnucash-devel at gnucash.org
> Date: Wednesday, June 30, 2010, 10:37 AM
> On Wednesday 30 June 2010, suhas
> paranjape wrote:
> > thanks, geert for the prompt response
> > 
> > an example: i want a summary of the account `household
> expenses: local
> > travel' between the dates 15 May 2010 to 26 june 2010.
> is there a way of
> > generating that?
> > 
> > does that make it clear? and does that make sense?
> > 
> What would you want this report to display ?
> * All transactions that happened to/from that account in
> this period ? For 
> that you can use the transacton report.
> * Only the difference between the starting and the ending
> balance for that 
> account in that period (= cash flow) ? Then you can use the
> cash flow report.
> 
> 
> Geert
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> gnucash-devel at gnucash.org
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> 


      


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