[GNC] Reports: Account ending balances

Pa In paedomorphicinvective at gmail.com
Wed Aug 31 07:36:02 EDT 2022


Perfect Adrian!

Setting the budget option 'beginning on' to the dated I want the budget
report to start works even if I do not enter any budget amounts.

Thanks again for your help.  I can now report the balances for all accounts
for multiple months in a single report for any accounting period.

Regards,

Julian

On Wed., Aug. 31, 2022, 1:03 a.m. Adrien Monteleone, <
adrien.monteleone at lusfiber.net> wrote:

> Ah, you may indeed have to create a budget even if there are no budgeted
> figures. My memory is a bit fuzzy on that point, but I think the budget
> report will require you specify a budget, which defines what the periods
> are, and those are fixed with absolute dates. It is not a sliding window
> like 'this year' that other reports offer. So you set up a new 'budget',
> put no figures in it (unless you want to) define the time frame of the
> budget to the reporting period you want (say, 1/22—12/22), then run a
> Budget Report for that 'budget' you just defined, turning off Actuals,
> Difference, and various subtotals, et cetera as needed to clean it up.
>
> Another option, though the layout may not be desirable, is the
> Transaction Report selecting the desired accounts, then removing as much
> info as possible, and including the 'table' option. That *might* get you
> close. But I think the Budget Report is closer if you can get the
> reporting period to line up.
>
> A further alternative would be separate Income Statement & Balance Sheet
> reports. (if you want to export to a spreadsheet)
>
> If you just want to view it on screen, then you can create a custom
> multi-column report with both of those. Note, the multi-column report is
> more than just 'columns' and more like specifying layout. (you can have
> more than one report in a single 'column' if I recall correctly) It is
> possible to use this to create a 'dashboard' of sorts with various
> reports/charts in its own tab.
>
> Regards,
> Adrien
>
> On 8/30/22 11:51 PM, Pa In wrote:
> > I did look at the budget report but when I manually select the range of
> > budget periods 1 to 60 the first column shows balances for 2015-03 (when
> I
> > first started using GnuCash) and 2020-01 respectively.  I can't figure
> out
> > how to 'advance' the date for period 1 so that it captures more recent
> > activity.
>
>
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