[GNC] Tip: Transaction Report to Spreadsheet - Quick & Easy - Yes?

[Fran_3]

 Adrien, yes, File > Export> Transactionsallows you to choose a delimiter, select an account (like checking), and select a date rangewhile > Registerwill let you export an entire register... like the check register or whatever.There are also other options.
I found this useful when trying to understand to organize fields for import into GC... but later learned that the import feature will let you tell it what field is what...In that regard I normally import fieldsDate, Num, Description, Deposits, WithdrawalsRemembering that GC wants both deposits and withdrawals to be positive numbers.

But the ability to cut and paste from a report is awsome and so simple.
FYI, Google Sheets, the free Google spreadsheet, works  perfectly either importing GC comma delimited data or bank exported csv files... and when copying a GC report and pasting directly into a spreadsheet.
Fran

    On Tuesday, May 19, 2020, 2:15:37 PM EDT, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:  
 
 Thanks Fran!

I had previously resorted to Account Report or Transaction Report with copy/paste, but I hadn’t noticed the Export > Active Register option. I wonder how new that is?

I see it could be quite useful as it includes data that is otherwise hidden from the Register tab. (transaction ID, Currency, Rate/Price, Reconcile Date) While most people might not have a use for them, I could see they might come in hand when trying to solve a problem —say with an import. I also like that you get a column both with and without currency symbols. (some spreadsheets don’t play nice with the symbols, so you have to remove them. This saves a step)

I don’t use Excel, but some years ago, I recall a few threads where there were quirks. It seemed OOo or LO (and I suppose Google Sheets) were better suited, or at least didn’t require extra hoops to get to the end result. I can’t remember what Excel was choking on though.

Regards,
Adrien

> On May 19, 2020 w21d140, at 11:55 AM, Fran_3 via gnucash-user <gnucash-user at gnucash.org> wrote:
> 
> To get a register, or part of a register out of GC and into  a spreadsheet you can...
> File > Export > etcThen import the csv file into the spreadsheetthen dink with it to delete or hide unwanted columns, etc...
> Or do it faster and with more control via...
> 
> Open the registerClick Reports Transaction ReportEdit Report Options
> And then just highlight the transactions with the mouse and paste them right into a Google Sheet !
> Much quicker (to me) and you have more control in that you can select the columns you want and more.
> I wonder if this works in Excel too?

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