[GNC] Questions

Stephen C. Camidge scamidge at fastmail.fm
Mon May 6 20:54:43 EDT 2019 

Sorry. I followed the instructions but do not see the report in the Reports Menu.

Steve

--
Stephen C. Camidge scamidge at fastmail.fm (519) 363-3912




On Mon, May 6, 2019, at 7:05 PM, Christopher Lam wrote:
> Oops it's set to "Experimental" menu.
> Just delete the 2 lines towards the end of the file as follows:
> 
> 'menu-path (list gnc:menuname-experimental)
> 
> On Tue, 7 May 2019 at 01:31, Stephen C. Camidge <scamidge at fastmail.fm> wrote:
>> __
>> Thank you. I found the location but could not locate the report in the Reports Menu.
>> 
>> --
>> Stephen C. Camidge scamidge at fastmail.fm (519) 363-3912
>> 
>> 
>> 
>> 
>> On Mon, May 6, 2019, at 10:31 AM, Christopher Lam wrote:
>>> Hi Stephen
>>> 
>>> You are very welcome to try the following report. Save it into standard-reports folder, found deep within the Gnucash.app package, and it will automatically add a new multicolumn income-statement and balance-sheet report as you describe.
>>> 
>>> https://raw.githubusercontent.com/christopherlam/gnucash/maint-balsheet-pnl/gnucash/report/standard-reports/balsheet-pnl.scm
>>> 
>>> Your input will be very welcome regarding foreign-currency conversions, realized/unrealized gain/loss, retained-earnings reporting. I'm sure you know these definitions are a deep rabbit-hole. This report is a work-in-progress for nearly 1 month due to unresolved questions.
>>> 
>>> Regards, Chris
>>> 
>>> On Mon, 6 May 2019 at 13:37, Stephen C. Camidge <scamidge at fastmail.fm> wrote:
>>>> 2) Yes, I can get multi column reports with the Transaction Report, show totals monthly by account, but it will not display monthly totals and it will not display Revenue separately from Expenses with totals for Revenue and for Expenses.
>>>> 
>>>> 3) I did make the multiple selection. Thank you for confirming that something is indeed going on.
>>>> 
>>>> 
>>>> -- 
>>>> Stephen C. Camidge scamidge at fastmail.fm (519) 363-3912
>>>> 
>>>> On Mon, May 6, 2019, at 9:17 AM, David T. wrote:
>>>> > 3 - I spoke too soon. There is something weird going on there. I can 
>>>> > select multiple accounts, and some will display, while others do not. 
>>>> > Not sure what is going on there.
>>>> > 
>>>> > > On May 6, 2019, at 6:38 PM, David T. via gnucash-user <gnucash-user at gnucash.org> wrote:
>>>> > > 
>>>> > > 2 - Multicolumn reports are already part of GnuCash.
>>>> > > 3 - I just loaded 3.5, ran the G/L report, selected a random set of disjoint accounts, and received sane results. Is it possible that when you attempted to select multiple accounts, you actually selected only the last account you clicked? Many’s the time that I have thought I had the Command key held down, only to discover that I’d succeeded in picking only that last account…
>>>> > > 
>>>> > > 
>>>> > > David
>>>> > > 
>>>> > >> On May 6, 2019, at 6:15 PM, Stephen C. Camidge <scamidge at fastmail.fm> wrote:
>>>> > >> 
>>>> > >> 1) OK
>>>> > >> 
>>>> > >> 2) yes - this would be most useful
>>>> > >> 
>>>> > >> 3) General Ledger - I can select multiple accounts, but for me (Mac, 3.5) only the first selected account appears in the General Ledger Report.
>>>> > >> 
>>>> > >> -- 
>>>> > >> Stephen C. Camidge scamidge at fastmail.fm (519) 363-3912
>>>> > >> 
>>>> > >> On Mon, May 6, 2019, at 8:41 AM, David T. wrote:
>>>> > >>> 1 - As I mentioned, account codes will work for this. Assign each 
>>>> > >>> account a numeric code, add the code column to the COA, and sort on it. 
>>>> > >>> Done.
>>>> > >>> 2 - Multicolumn reports.
>>>> > >>> 3 - Are you talking about the “General Ledger” report, or the “General 
>>>> > >>> Journal” report? My version of the former report (GC 3.4 under MacOX) 
>>>> > >>> behaves exactly like the generic “Transaction Report” you mention 
>>>> > >>> (indeed, I suspect that under the hood, that’s what it is). IOW, I am 
>>>> > >>> able to select accounts for inclusion on the report. Can you explain 
>>>> > >>> more specifically what you are doing and seeing, and what you expect to 
>>>> > >>> find that you are not?
>>>> > >>> 
>>>> > >>> David
>>>> > >>> 
>>>> > >>>> On May 6, 2019, at 5:56 PM, Stephen C. Camidge <scamidge at fastmail.fm> wrote:
>>>> > >>>> 
>>>> > >>>> 1) different order to reflect what I am used to seeing in other accounting programs
>>>> > >>>> 
>>>> > >>>> 2) I agree that comparative reports would be useful - other programs offer them as option, the program should too
>>>> > >>>> 
>>>> > >>>> 3) multiple accounts in a G/L report are standard elsewhere - the transaction report can do this, but the G/L detail report should.
>>>> > >>>> 
>>>> > >>>> 
>>>> > >>>> -- 
>>>> > >>>> Stephen C. Camidge scamidge at fastmail.fm (519) 363-3912
>>>> > >>>> 
>>>> > >>>> On Mon, May 6, 2019, at 8:08 AM, Michael or Penny Novack wrote:
>>>> > >>>>> On 5/6/2019 7:13 AM, Stephen Camidge wrote:
>>>> > >>>>>> 1) I set up a new book on the Mac version of gnucash using "A Simple 
>>>> > >>>>>> Checkbook". The Chart of Accounts places Income below Expenses - why? 
>>>> > >>>>>> I added Top Level Accounts for Liabilities and it was put below 
>>>> > >>>>>> Income. The Transaction Report shows Income below Expenses. How do I 
>>>> > >>>>>> change the order?
>>>> > >>>>> Collating sequence ( L > I) Just curious, but why do you want a 
>>>> > >>>>> different order?
>>>> > >>>>> 
>>>> > >>>>>> 2) Income Statement show the selected period in the right order but 
>>>> > >>>>>> cannot show columns by month. Same with Profit and Loss. Transaction 
>>>> > >>>>>> report can, but in the wrong order (see 1).
>>>> > >>>>> You are asking for a series of "Income Statement" reports for 
>>>> > >>>>> consecutive periods displayed side by side (each P&L aka Statement of 
>>>> > >>>>> Revenues and Expenses < what called depends on entity, same report >. In 
>>>> > >>>>> other words, EACH has a defined start and end date since this report is 
>>>> > >>>>> for an interval.
>>>> > >>>>> 
>>>> > >>>>> To produce such a (finished) report, use an editor capable of supporting 
>>>> > >>>>> columns and export each, then bring into its proper column. WHY not 
>>>> > >>>>> "within" gnucash? Stop a moment and think. Think of all the possible 
>>>> > >>>>> variations that would be wanted (how many to show in parallel, somebody 
>>>> > >>>>> else might want quarters or years, not months). Think about the after 
>>>> > >>>>> editing required (the CoA might have had changes, not exactly the same 
>>>> > >>>>> in each interval).
>>>> > >>>>> 
>>>> > >>>>> BTW -- since I keep books for non-profits, usually doing two years in 
>>>> > >>>>> parallel
>>>> > >>>>> 
>>>> > >>>>>> 
>>>> > >>>>>> 3) G/L report shows one account only, no matter how many I select. 
>>>> > >>>>>> Transaction Report can select all.
>>>> > >>>>> Why would you expect different reports to be the same in this regard?
>>>> > >>>>> 
>>>> > >>>>> Michael D Novack
>>>> > >>>>> 
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