[GNC] Reports for Personal Finance

[Tom Balazs]

Thanks, that's very helpful. I followed your recommendations and I like the
report much better now.

One thing, how do I make the column width for Description narrower. Do I
have to use Edit->Style Sheets to do that?

Tom

On Tue, Dec 5, 2023 at 12:46 PM R Losey <rlosey at gmail.com> wrote:

>
>
> On Tue, Dec 5, 2023 at 9:48 AM Tom Balazs <tom123online at gmail.com> wrote:
>
>> I finished importing and reconciling months of bank data. Now I want to
>> put
>> that to good use.
>>
>> For the case of an individual or a family, what are the most useful
>> reports?
>>
>> Common advice is that your emergency savings account should hold enough to
>> cover 6 months of expenses. In order to to do that, I need to know my
>> average monthly expenses. I guess I can use the Cash Flow report, look at
>> "Money Out" and divide that by how many months have gone by in the year.
>> Is
>> there a better way to get average monthly expenses?
>>
>> I like the Cash Flow report. But I wish I could sort it by amount, high to
>> low. That would be good to see as a stacked bar chart or a regular bar
>> chart.
>>
>> I would like to see a multiple-account balance as a line chart or a bar
>> chart. In a way that shows me balances over time.
>>
>> I guess I'm mostly interested in the Income and Expense reports, but also
>> in Assets and Liabilities.
>>
>> What reports do you find useful?
>>
>> Tom
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> -----
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>>
>
> The Transaction Report is excellent.
>
> You'll need to select your accounts (you can start with selecting all of
> the Expense accounts - possibly Income as well, but the real key is to go
> into the Options display, go to the Sorting tab, change the Secondary key
> to "Date" with a monthly subtotal.  Also go to the Display tab, scroll down
> and enable the "Subtotal Table".
>
> You will then have, at the top of the report, for each month in your
> selected range, an amount by month with an average at the end.
>
> I find this very useful.
>
> --
> _________________________________
> Richard Losey
> rlosey at gmail.com
> Micah 6:8
>