How can I create a report the way I need it?

[David T.]

Try looking at the Reporting Tips section under http://wiki.gnucash.org/wiki/Using_GnuCash. I put in a tip about using a budget to do what you're looking for.

David

--- On Wed, 2/2/11, Phil Allen <p.allen at btinternet.com> wrote:

> From: Phil Allen <p.allen at btinternet.com>
> Subject: How can I create a report the way I need it?
> To: gnucash-user at gnucash.org
> Date: Wednesday, February 2, 2011, 2:59 PM
> Hi,
>  
> I'm new to Gnucash (using v2.4.0 on Windows) having moved
> over from a very
> old version of Quicken.
>  
> I like what I've found and only have one problem (so
> far!).  That is that my
> accountant needs a report in a certain format and I can't
> see how to create
> it in GC.  I've had a good play with the reports
> options and a search
> through the archives here, but can't find anything like
> what I'm trying to
> do.  Note that Quicken can't do this report either,
> I've been using a csv
> file to move data to excel and formatting it there but I
> was hoping to move
> to one place to do everything.
>  
> The specific problem is this:
> I have an account called 'Business' which has a number of
> sub-accounts
> called things like 'Materials', 'Motoring', 'Admin',
> etc.  I input
> transactions and allocate them according to the relevant
> account.  Some
> transactions may be split across more than one
> sub-account.  Examples:
> Date    Item    Total   
> Sub1    Amount1    Sub2   
> Amount2
> 01/02/2011    Fuel    £70   
> Motoring    £70
> 02/02/2011    Timber    £30 
>   Materials    £30
> 03/02/2011    DIY barn    £50 
>   Materials    £30   
> Motoring    £20
>  
> The report I need would be formatted:
> Date    Item    Total   
> Motoring    Materials    Admin
> 01/02/2011    Fuel    £70   
> £70
> 02/02/2011    Timber    £30 
>   -    £30
> 03/02/2011    DIY barn    £50 
>   £20    £30
>  
> So, basically, the sub-accounts need to be column headings
> in the report.
>  
> Is this possible in GC, and if so how do I do it
> please?  Or even better, is
> there anyone who knows much more about GC than I do able to
> make it do it
> for me please?
>  
> As a last alternative, how do I get a csv file of a
> selected bunch of
> transactions out?  I've been looking at XML which
> appears like it could be
> the way to do it, but I've never used it before (I'm a self
> employed
> handyman, although I do have a little software experience
> from my previous
> career) and can't figure out what it's exporting for
> me.  Is there an
> idiot's guide?
>  
> Thanks for your time and any assistance you can give me -
> or even if you can
> tell me what I'm trying to do isn't possible so I can stop
> trying!
>  
> Phil
>  
>  
>  
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