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

[Christopher Lam]

It's nice to see alternative reports sprouting up. Just wondering if you
accept bug reports. My report currency is not USD however the consolidated
transaction report will label it as USD. If I untick Consolidation it shows
the correct currency.

I've been looking for a report which can arbitrarily filter transactions
for some time now and yours fit the bill nicely. Perhaps can the
Transaction filter also work on description+notes+memo, and also on account
names? (eg I could tag an account with @ if it must be sent to the
accountant Expenses:Business@:Marketing, Expenses:Household:Electricity@
... or tag a transaction with @ as well...).

Thank you for your good work!

On 9 March 2017 at 00:57, Cindy Doughty <dbdoughty at gmail.com> wrote:

> 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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