Which report?

[Conor O'Neill]

Michael Chase wrote:
> I'm wanting to do a "Equity Graph" using my gnucash data going back
> several years.
> 
> What I'd like is a graph that shows the total of some selected accounts
> (monthly average) (some assets, some liabilities) to give an idea of how
> overall assets/liabilities are going.
> 
> I've never been a big user of the gnucash reports.
> 
> Which one should I be looking at to do something like this?

You start off by saying 'Equity Graph'. In which case, this might help
(for tracking investments):

Go to Reports -> Assets & Liabilities -> Assert Barchart.
Then go into Options, and set the Price Source to be 'nearest in time'.

Finally, adjust the Step Size, and date range, and you might like to
adjust the 'Show Accounts until level' setting in the Accounts tab
inside Options. Probably also want to adjust the Plot Width within
'Display' too.

Finally, press 'Apply' (or 'OK'), and you should get something useful.


With variations of your choice of accounts, this should also suffice
perfectly well for normal asset accounts too, but I'm not sure how it
would show liabilities. You can try this yourself and see.


Conor O'Neill

-- 
Conor O'Neill, at home in Bristol, UK

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