monthly summary of accounts

[Tommy Trussell]

I'm copying this question and answer to the user list, where we have
been having quite a discussion about the adequacies and inadequacies
of the existing reports. It does seem to be a USER question, after
all...

On Wed, Jun 30, 2010 at 4:16 PM, David T. <sunfish62 at yahoo.com> wrote:
> 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
>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>
>
>
>
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