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

Sat Mar 25 00:49:01 EDT 2017

Doug,

Can you clarify for everyone precisely which files are meant to be included in your report release? I have config.user and 5 scm files:
config.user			report-other-menu.scm
gnctimeperiod-utilities.scm	transaction.scm
income-expense-statement.scm	transactionbypayee.scm

Is this transaction.scm meant to be included? I will note that when I put Doug’s transaction.scm file in my user folder, I ended up with two “Transaction Report” entries in the GnuCash Reports menu. 

Checking closely, I found that one was the newly-modified version. A little bit of hacking got the new transaction report placed in the “Other” submenu and renamed “Transaction Report (New)," making it easier to differentiate from the original.

So, it’s possible that Peter has installed the report, but not realized that it is there.

Doug, perhaps you might modify the report as I did to make it different from the report included in the main package.

David T.

> On Mar 25, 2017, at 5:04 AM, Dave H <hellvee at gmail.com> wrote:
> 
> Yes it doesn't exist until you you copy/move it there :-)  Working for me
> with the exact same setup - Win 10, GnuCash 2.6.15
> 
> Copy the files as advised and then start up GnuCash.  You'll then see
> additional entries on the Reports dropdown menu
> 
> Reports >> Other >> Income and Expense Statement
> Reports >> Other >> Profit and Loss Statement
> Reports >> Transaction By Payee Report
> 
> It doesn't affect the existing Transaction Report which is unchanged I
> believe so don't run that expecting it to look different.
> 
> Cheers Dave H.
> 
> 
> On 25 March 2017 at 06:17, Peter Jackson <jackson at fastmail.net> wrote:
> 
>> Cindy, the thing is, I don't think that Gnucash 2.6.15 running under
>> Windows 10 actually uses a config.user. The only such file in .gnucash is
>> the one I downloaded from you.
>> Peter
>> 
>> 
>> Nurton Court
>> Middleton-on-the-Hill
>> Ludlow SY8 4BD
>> Tel: 01568 750 248 Mob: 07955 586 476
>> 
>> On 24 March 2017 at 19:42, Cindy Doughty <dbdoughty at gmail.com> wrote:
>> 
>>> Look in the config.user file in your c:/user/your users name/.gnucash and
>>> make sure it says transaction.scm   the older version had the name
>>> transactionbypayee.scm
>>> 
>>> On Mar 24, 2017 9:02 AM, "Peter Jackson" <jackson at fastmail.net> wrote:
>>> 
>>>> Please tell me exactly how to install this report on Windows 10.
>>>> 
>>>> Thanks
>>>> 
>>>> Peter
>>>> 
>>>> <https://www.avast.com/sig-email?utm_medium=email&utm_source
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>>>> 
>>>> Nurton Court
>>>> Middleton-on-the-Hill
>>>> Ludlow SY8 4BD
>>>> Tel: 01568 750 248 <01568%20750248> Mob: 07955 586 476 <07955%20586476>
>>>> 
>>>> On 22 March 2017 at 04:37, Leo Bolta <lbolta at rogers.com> wrote:
>>>> 
>>>>> 
>>>>> 
>>>>> -----Original Message-----
>>>>> From: Leo Bolta [mailto:lbolta at rogers.com]
>>>>> Sent: March-22-17 12:35 AM
>>>>> To: 'David T.'; 'Cindy Doughty'
>>>>> Subject: RE: New transaction report - consolidates / creates composite
>>>> if
>>>>> same description, has find capability and can convert annual data to
>>>> daily
>>>>> amounts
>>>>> 
>>>>> I second a YTD Budget Report added to the distribution if it already
>>>> exists
>>>>> and not too much work to implement!
>>>>> 
>>>>> -----Original Message-----
>>>>> From: gnucash-user
>>>>> [mailto:gnucash-user-bounces+lbolta=rogers.com at gnucash.org] On Behalf
>>>> Of
>>>>> David T. via gnucash-user
>>>>> Sent: March-21-17 12:40 PM
>>>>> To: Cindy Doughty
>>>>> Cc: gnucash-user
>>>>> Subject: Re: New transaction report - consolidates / creates composite
>>>> if
>>>>> same description, has find capability and can convert annual data to
>>>> daily
>>>>> amounts
>>>>> 
>>>>> Doug,
>>>>> 
>>>>> I am stunned into silent, grateful awe that you have showed up to put
>>>> such
>>>>> care and attention into the reports.
>>>>> 
>>>>> Thank you!
>>>>> 
>>>>> @ the developers: what does it take to get reports (such as these, and
>>>>> Phil's YTD Budget report) added to the main GnuCash distribution?
>>>>> 
>>>>> David T.
>>>>> 
>>>>> P.S. If you are not familiar with github.com <http://github.com/>,
>> you
>>>>> might
>>>>> want to see about getting these various scheme files up there, where
>>>> others
>>>>> can find them. The version control might also help you manage this
>>>> growing
>>>>> collection of files.
>>>>> 
>>>>>> On Mar 21, 2017, at 7:31 PM, Cindy Doughty <dbdoughty at gmail.com>
>>>> wrote:
>>>>>> 
>>>>>> Dear Gnucash-Users
>>>>>> 
>>>>>> It brings me great pleasure to present an updated and beefed up
>>>>>> transaction.scm
>>>>>> 
>>>>>> In addition to advanced date, transaction and account filtering
>>>>>> capabilities, and the scaling multiplier features already presented,
>>>>>> it now has a novel multi-column view to separate transactions into
>>>>>> splits as a multicolumn view.
>>>>>> 
>>>>>> This will be useful in multiple ways. For example
>>>>>> 1) report your bank account, and filter by expenses, visualise the
>>>>>> monies leaving your bank into various accounts
>>>>>> 2) report from your GST/VAT accounts, and visualise the various
>>>>>> incomes and expenses, with quarterly totals. Use figures to
>> determine
>>>>>> your GST/VAT obligations.
>>>>>> 3) cut from multicolumn, and paste into spreadsheet for more
>> advanced
>>>>>> data analytics
>>>>>> 
>>>>>> See attached sample reports for illustration.I will be happy for
>> this
>>>>>> report to be submitted to the standard reports.
>>>>>> Thanks to help from Chris Lam, this report is nearly mature - just
>>>>>> needs some adjustments to UI and settings.
>>>>>> 
>>>>>> Doug Doughty
>>>>>> ---
>>>>>> <config.user><gnctimeperiod-utilities.scm><transaction.scm>_
>>>> __________
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