How to generate reports for one year only?

Mike or Penny Novack mpnovack at mtdata.com
Tue Feb 23 22:48:18 EST 2016


On 2/23/2016 9:39 PM, Shirley Hicks wrote:
> Hey everyone,
>
> I apologize for the newbie questions.
>
> How do I do year ends with GNU Cash? I need to isolate my last year when generating reports so that I can show my cash flow and profit and loss reports for a non-profit’s annual report. Got a general meeting coming up!
>
> Thanks!
>
> Shirley Hicks
> Birmingham, AL
1) Profit & Loss (except being a non-profit, retitle the report 
"Statement of Revenues)
     The report you want gnucash calls the Income Statement. You will 
use Edit => Report Options to set all sorts of options (like the title 
as I suggested above). Well one of those things is "start date" and "end 
data:

2) You probably also will want to show the board a Balance Sheet for the 
end of the period. If the first time doing this, one from the start of 
the period (the end of the prior period). After the first time, you will 
always have this from the last time.

3) Actually, a non-profit usually does annual report side by side with 
the previous year's report.

4) Cash flow? Perhaps of there were some serious cash flow problems. But 
that would be an extra report, not generally part of the annual report. 
Ordinary oddities I would usually handle in the annotations/footnotes << 
export the raw reports; use your favorite editor to pretty them up, but 
also to add any necessary fixed text* and annotations.

Michael

* In your fixed text you might describe accounting principles used, what 
depreciation schedule will be used (non-profits have more leeway), what 
will be the de minimus amount for fixed assets (so while a steel ruler 
in the office lasts forever, normally would be immediately expensed, and 
only durables costing a certain amount accounted for as fixed assets). 
part of the report that normally doesn't change.


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