Monthly Income/Expense Reports

[Martin Cunningham]

Well I found an answer to one of my questions: the schema is posted
here<http://wiki.gnucash.org/wiki/SQL>.
I have downloaded/installed a copy of MySQL and the 'Workbench' GUI. Now
what - can someone tell me how to connect to the GnuCash data source?

Martin Cunningham

On Thu, Jul 15, 2010 at 9:39 AM, Martin Cunningham <
martin.cunningham at gmail.com> wrote:

> I've discovered that by first exporting a GnuCash transaction report to
> HTML and then opening the HTML file in Excel, you have a ready-made data
> source from which you can create a pivot table with the transaction data
> grouped both by account and by period, with very few steps involved. Two
> enhancements i made to the data are (1) grouping the dates by month; and (2)
> parsing multilevel account names into columns labeled "Account1",
> "Account2", etc using the ":" delimiter. This gives you a report that is
> very close to the monthly/quarterly/yearly income/expense report that MS
> Money and Quicken provide.
>
> Ideally, i would link the pivot table directly to the data source, rather
> than having to do the export/import operation described above. I saw an
> article here
> <http://blog.edseek.com/archives/2005/08/18/gnucash-export-to-gnumeric-and-csv/>that
> describes a process for transforming the GnuCash XML file into XLS but I
> only understand about half of the steps so I'm going to pass. I'm fairly
> handy with databases, though. Is the schema for the relational database
> back-end of GnuCash 2.3 available?
>
> If a database connection to Excel proved to be feasible, then I would ask
> how to deal with those multi-level account names - I have up to six levels
> of accounts, ranging from "Assets:Cash" to "Income:Investment
> Income:Dividends:[Broker Name]:[Account Number]:[Security]". How are these
> parent-child relationships implemented in the database, and how would one go
> about expressing them (in SQL) in a report?
>
> Martin Cunningham
>
>
>
> On Fri, Feb 19, 2010 at 5:54 PM, Yawar Amin <yawar.amin at gmail.com> wrote:
> > On 2/19/10 6:01 PM, RaPquest said:
> >> Thank you 'trythis'  for the testing ... the options do allow for the
> dates
> >> to be set but the result is always one total value (a total for the
> dates
> >> chosen) instead of individual values - I'm looking for columns of
> monthly
> >> values.  One way would be to create 12 reports - one per month (setting
> the
> >> options appropriately)
> >> but I'd really like one report. I have no problem using a spreadsheet
> (eg
> >> OO) - but how to input?
> >>
> >
> > See below to get a report that shows a table of monthly values. Once you
> > have that, you can export it from GnuCash (File > Export > Export
> > Report, and save as whatever.html) and then copy and paste the HTML
> > table into OO.o Calc as per
> >
> http://www.oooforum.org/forum/viewtopic.phtml?p=106709&sid=624bafaf0195171b35098ec6d8fa0ccb#106709
> >
> >> Thank you also Derek ... unfortunately, none of the graphical reports
> >> display individual values.
> >>
> >
> > In the Income & Expense Barchart, you can check `Show Table' in the
> > Display tab of the Options dialog box. This will show monthly (or
> > whatever period you select) income and expense values, along with the
> > net profit for that period.
> >
> > HTH,
> >
> > Yawar
> >
> >
> >
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