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

[Christopher Lam]

So... my Edit > Preferences > Reports: Locale is AUD.
Even if I choose another currency USD/EUR etc the consolidated report will
label 'US$'.
Note that the amounts reported are unchanged - only the label has changed.
A transaction for £10 will show as US$10 if consolidated.

Find Transactions could match the Edit > Find option - "Description, Notes,
or Memo".
Or perhaps "Description, Notes, Memo or Full Account Name".
Don't know how many people will benefit from this though.

On 9 March 2017 at 11:37, Cindy Doughty <dbdoughty at gmail.com> wrote:

> 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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>>> gnucash-user at gnucash.org
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>>>
>>
>>
>