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

[Cindy Doughty]

try going to edit preferences reports and changing the default currency.
Let me know if this works.  If I expand the find, what should the menu
choices look like?

On Wed, Mar 8, 2017 at 7:58 PM, Christopher Lam <christopher.lck at gmail.com>
wrote:

> 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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>
>