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

Sat Mar 25 05:11:08 EDT 2017

David, you are absolutely right.

Nurton Court
Middleton-on-the-Hill
Ludlow SY8 4BD
Tel: 01568 750 248 Mob: 07955 586 476

On 25 March 2017 at 04:49, David T. <sunfish62 at yahoo.com> wrote:

> 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 <01568%20750248> Mob: 07955 586 476 <07955%20586476>
>
> 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
>
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>
> Nurton Court
> Middleton-on-the-Hill
> Ludlow SY8 4BD
> Tel: 01568 750 248 <01568%20750248> <01568%20750248> Mob: 07955 586 476
> <07955%20586476> <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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>
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