RFP: Generic Comparison Report

Mike or Penny Novack stepbystepfarm at dialup4less.com
Sat Feb 10 20:40:58 EST 2018


On 2/10/2018 12:52 PM, Adrien Monteleone wrote:
> David,
>
> As I noted in another thread, I'm interested in tackling this. I have a few
> other ideas I want to try as well. (multi-step Income Statement and
> Analytic/Activity style Income Statement)
>
Let me jump in hear a moment.

The "standard report" in my line of country (non-profits) is TWO periods 
side by side (generally two years, this year's annual vs last year's 
annual "Statement of Revenues and Expenses" and of course the 
corresponding ending Balance Sheets.

I did NOT write a custom report to do this in spite of the fact that I 
made my living doing software for a "financial" and was reasonably 
fluent in LISP << and Scheme is a LISP dialect >> That's because I 
expected the condition under which such a report to "line up properly" 
in the horizontal sense to be the exception rather than the rule. It is 
RARE that two consecutive years have NO changes to the CoA << no 
accounts renamed, no new accounts added, no account split into two, etc >>

In other words, since going to have to fiddle a bit anyway, doing this 
manually (export the constituent reports form gnucash and then 
reassemble the pieces with my favorite editor) and making decisions how 
to deal with the changes to the CoA as they become apparent)

Michael


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