Gnucash Tip

[David T.]

Geert and the List:

Here is a tip that I put together in regards to creating monthly summary information for multiple accounts:

To create a single report that shows summary amounts for multiple months for multiple accounts (for example, monthly totals for expense accounts over the course of a year), 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 upon which you ultimately want to base your report 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.

This solution is not perfect (you must, for example, edit the budget to cover the date range you want, and then open the report), buit it does give a spreadsheet-like summary of a subset of accounts by month.

Cheers,
David