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

[Cindy Doughty]

Attached is an updated version of the transactionsbypayee file.  Please
replace the old version with this file.
This version should now display the correct currency for Euro and other
currencies.  Also the search or find command has been changed.  You can now
search account names, account codes, notes, and memo items in addition to
transaction descriptions.  You can also add a second requirement to the
search such as all items which start with MC but not McDonald's.  Please
let me know if this fixes the currency problem and let me know if the find
works correctly.


Doug Doughty

On Wed, Mar 8, 2017 at 11:57 AM, 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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