Transaction Report - Subtotaling on Description? (Based on Previous Threads)

[Cindy Doughty]

I have attached a copy of my modified version of the transaction report.
This version has the following features

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.



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".



Doug Doughty




On Sun, Sep 10, 2017 at 7:33 PM, aegross <aegross at gmail.com> wrote:

> dadinva wrote
> > The new version of the transaction report I posted has a check box named
> > "composite".
>
> Thanks Doug....where do we find the new report?
>
> AEG
>
>
>
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