New transaction report - consolidates / creates composite if same description, has find capability and can convert annual data to daily amounts
Cindy Doughty
dbdoughty at gmail.com
Wed Mar 8 11:57:24 EST 2017
I have modified the transaction report in four (4) ways.
1. On the display tab you can select to consolidate transactions and the
report will combine all similar transactions into one total entry. By
checking and unchecking entries on the display tab you can change how the
numbers are combined - by description, memo, notes, account. The date
ranged which is combined is controlled based on the date range selected on
the sorting tab. You can combine for an entire year, by month, by week, or
by quarter.
2. You can use the find option on the sorting tab to limit the report to
only descriptions containing specific text and you can limit the amount to
a given range such as only amounts greater than 500.
3. You can specify on the general tab you want all of the entries to be
scaled. By which I mean you can take the results for a full year and
divide it by 365 to see what the amounts are on a daily basis. You can
also take the numbers for a quarter and multiply by 4 to see what they
would look like on an annual basis.
4. You can easily select a time period on the general tab. Such as last
quarter, 2nd half of the year, or the month of January. I have also
modified the Income statement in the "other" menu to provide this same
capability.
There is also a check box on the display tab where you can change how the
running balance is calculated.
To install, download the attached files and put them into your .gnucash
folder. In windows for me this is c:/users/UserName/.gnucash. Warning if
you already have a config.user file then first put into a different folder
and then copy the entries in config.user into your existing config.user
file. The transaction report will show up under reports, the income
statement in "Other".
Sorry, the last time I posted the income statement I failed to upload one
of the files.
Please post any potential improvements to either the menus shown or to the
scheme programming code.
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