Year end category reporting

David Carlson carlson.dl at sbcglobal.net
Mon Jan 28 08:41:38 EST 2013


On 1/28/2013 12:05 AM, David T. wrote:
> Your description of the behavior in the options window is expected; GnuCash will leave the dialog active, but grey out the Apply and OK buttons when there is nothing to be done. 
>
> As for your statement that the report still includes all your data, I don't know what to say. I have never had a report include transactions from outside the dates I specified, at least not in the 7 years I've used GnuCash.
>
> A little more detail would be needed. For example: are you sure that the report is including everything? And you're not using the Balance Sheet report, right? (That report only shows account balances as of a certain date--not transactions within a time period). What happens if you put in different date ranges? Do the amounts change?
>
> David
>
> On Jan 27, 2013, at 8:44 PM, "Scumbuster" <scumbuster at comcast.net> wrote:
>
>> Yeah I think so...but when I try and use that report, and set the dates, I
>> click "apply" and get the little blue update circle for a few minutes and
>> then it goes away and the apply and Ok buttons are greyed out.....all there
>> is left is cancel or red X at the top and when I go to the report, it is
>> still for all data from way back.....
>>
>> In other words, seems like I cannot change the date parameters....
>>
>> -----Original Message-----
>> From: gnucash-user-bounces+scumbuster=comcast.net at gnucash.org
>> [mailto:gnucash-user-bounces+scumbuster=comcast.net at gnucash.org] On Behalf
>> Of Dave Sergeant
>> Sent: Sunday, January 27, 2013 10:34 AM
>> To: gnucash-user at gnucash.org
>> Subject: Re: Year end category reporting
>>
>> Does Reports/Income&Expense/CashFlow do what you want? If you click on the
>> Options button at that page you can specify the date range or set it to your
>> accounting period. You can specify the accounting period from the
>> edit/preferences/accounting period.
>>
>> New user here as well..
>>
>> Dave
>>
>> On 27 Jan 2013 at 10:15, Scumbuster wrote:
>>
>>> Anyhoo, I am trying to figure out the best way to generate and print a 
>>> report that will list the sum totals of all "accounts" (which would 
>>> have been categories in quicken) so I can see where the money went.
>>>
>>> I use this report for taxes -- ie medical, auto costs, etc.
>>>
>>> I have figured out how to do a report of the accounts but it is for 
>>> the entire timespan of all my records which I had imported.
>>>
>>> How can I specify a date-range in these reports?
>>>
>>
>>
In the icon bar at the top to the left of the Stop icon is a Reload
icon.  Click on that.  Also, you can open the Options window, make
changes, then just click Ok.  There is a <Ctrl>O or <CMD>O available,
depending on your OS.  I use Windows or Linux, I am not sure about OSX.

David C
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