Transaction Report - Subtotaling on Description? (Based on Previous Threads)
John Ralls
jralls at ceridwen.us
Tue Sep 12 22:54:07 EDT 2017
> On Sep 12, 2017, at 6:03 PM, Cindy Doughty <dbdoughty at gmail.com> wrote:
>
> 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,
Can we interest you in getting your reports added to the repository so that people don’t have to search the email archives for them?
Regards,
John Ralls
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