New transaction report (Was: Migration from Quicken 98)

Thu Jul 27 02:02:50 EDT 2017

George,

You can either get it from the gnucashuser mailing list archive at
https://lists.gnucash.org/pipermail/gnucash-user/2017-March/069563.html
which seems to be the latest version of the transaction report that Doug
created.

The reports are attached as links at the bottom of the posting a la -
http://lists.gnucash.org/pipermail/gnucash-user/attachments/20170308/af1ea704/attachment-0009.obj
>

or

You can get it from the first posting (by dadinva)from this search on
nabble which mirrors the gnucash-user list -
http://gnucash.1415818.n4.nabble.com/New-transaction-report-consolidates-creates-composite-if-same-description-has-find-capability-and-cas-td4690238.html#a4690477

If you read either posting you will see it includes an explanation of the
changes to the report and the last paragraph explains how to install it.
The reports and config files are attached as attachments to this report.

Cheers Dave H.

On 27 July 2017 at 15:28, George Riner <georgeriner at mycogeo.com> wrote:

> I can no longer put it off.  I entered a particular string amongst about
> 30-40 transactions so that I could do a 'classes-style' report that would
> search for my string to find the transactions I want to report.  Reviewing
> the capabilities of the 'standard reports', I see that I cannot accomplish
> this.  But there are messages about a 'new transaction report' from a Doug
> Doughty that would accomplish what I'm trying for.
>
> So, how do I get a hold of this report? Is it something that can be
> attached to an email? Is it something that can be downloaded from some
> repository of custom reports? Do I have to ask Doug to send it to me?
>
> Once I obtain it, I'll try to figure out how to install it so I can try to
> use it.
>
> :George
> Gnucash 2.6.17
> Windows 10
>
>
>
> On 3/26/2017 1:00 PM, david.carlson.417 at gmail.com wrote:
>
>>
>>
>>
>>
>>
>>      There is another thread on the gnucash user maillist about a new
>> transaction report from Doug or Cindy Doughty with about 30 messages.  I do
>> not know how to put a link to it while using my tablet to write this
>> message.
>> Go through that thread in reverse to find the last revision.
>> David C
>> Sent from my LG G Pad 7.0 LTE, an AT&T 4G LTE tablet
>>
>>
>>
>> ------ Original message------From: Roger MillsDate: Sun, Mar 26, 2017
>> 1:22 PMTo: 'Christopher Lam';Cc: gnucash-user at gnucash.org;Subject:RE:
>> Migration from Quicken 98
>> That sound like a possibility – thanks. How do I go about finding Doug
>> Doughty’s new transaction report? [I am new to GnuCash and to this mailing
>> list – and am still at the stage of needing to satisfy myself that GnuCash
>> will do everything I need before I start using it in anger]. Cheers,Roger
>> From: Christopher Lam [mailto:christopher.lck at gmail.com] Sent: 26 March
>> 2017 15:51To: Roger MillsCc: gnucash-user at gnucash.orgSubject: Re:
>> Migration from Quicken 98 I would approximate categories by tagging
>> transactions in any of the available free-text fields -
>> description/memo/notes. eg. tag Annual Insurance payment with
>> @holidayhomeThanks to Doug Doughty's new Transaction-Report you will be
>> able to arbitrarily report by searching these fields.But the Standard
>> Reports are not currently able to search similarly.  On 26 March 2017 at
>> 02:11, Roger Mills  wrote:I'm trying to migrate several sets of accounts
>> from Quicken 98 to GnuCash,and would like some advice.I am aware that I
>> need to create an 'account' for each 'category' inQuicken, and that's not a
>> problem.But I also make extensive use of 'Classes' in Quicken, and can't
>> readily seehow to replicate this in GnuCash. As an example, I use classes
>> todistinguish between expenditure associated with my main home and my
>> holidayhome. The expenditure comes out of the same set of physical
>> bank/credit cardaccounts, and involves essentially the same types
>> (Categories) ofexpenditure - insurance, utility bills, maintenance, etc.One
>> possible approach may be to create an hierarchy with an account for
>> eachclass and with sub-accounts, sub-sub-accounts, etc. beneath that to
>> replaceQuicken's categories and sub-categories. But that doesn't really cut
>> itbecause, in Quicken, categories and classes and independent of each
>> otherrather than being hierarchical, and can appear in any combination. If,
>> forexample, I had 8 classes and 10 categories, it appears that I would have
>> tocreate upwards of 80 'accounts' to cover all the combinations. Even then,
>> itmay not achieve the desired result.At various times I may wish to see all
>> expenditure associated with aparticular class regardless of category and,
>> at other times, all expenditureof a certain type (category) regardless of
>> class. Depending on which wayround the hierarchy is arranged, only one of
>> these appears to be possible.Hopefully, I'm missing something, and I would
>> be grateful for any pointersas to what it may be. I would also be grateful
>> for any available casestudies showing how other people have migrated
>> Quicken accounts - which useboth categories and classes - into GnuCash.Many
>> thanks,Roger MillsWarwick - UK____________________________
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