New transaction report - consolidates / creates composite if same description, has find capability and can convert annual data to daily amounts

Pedro Albuquerque palbuquerque73 at gmail.com
Wed Mar 8 17:22:57 EST 2017


Hi Cindy,
All saved as your instructions and working great under Linux Ubuntu.
The correct folder here would be '/home/username/.gnucash'.
Great work, thank you very much for sharing!  :-)
Pedro
A Qua, 08-03-2017 às 11:57 -0500, Cindy Doughty escreveu:
> 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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