[GNC] The meaning of Running Balance in Transaction Report: bug or enhancement request?

Adrien Monteleone adrien.monteleone at lusfiber.net
Wed Oct 26 20:56:28 EDT 2022


Yes, I think a clarification would be useful in the interim til the 
option is fixed.

Regards,
Adrien

On 10/26/22 7:53 PM, Vincent Dawans wrote:
> Yes it is indeed a simplified example I was using. And your second example
> is the one that indeed I show as working (the one with all
> expense accounts; in my example I just have 2 -- dining and clothes). That
> as long as all transactions are included in the time period. But as soon as
> you use one of the other filtering options then it also breaks even in that
> single-account context since the running balance info attached to each
> transaction doesn't actually change (the filtering just hides some
> transactions).
> 
> Note that if you do it the other way, meaning selecting the checking
> account and then sorting by "other accounts" then it also doesn't work
> since the running balance is now the one retrieved from the checking
> account, but in a completely different order than what is now sorted.
> 
> The bottom line is that the "running balance" means "running balance
> attached to each transaction in the underlying accounts selected in the
> report" and it only makes sense if the report is sorted by primary
> accounts. That's it. I think I am going to create a bug report so that at
> least there can be some explanation or something added to the option to
> mention that. As it stands I think it's really counter-intuitive
> considering that the transaction report has so many filtering options and
> other ways to sort, all of which render the running balance quite
> nonsensical.



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