[GNC] Reports for Personal Finance

[Tom Balazs]

How do I navigate to the correct style sheet to edit it?

On Wed, Dec 6, 2023, 7:06 PM R Losey <rlosey at gmail.com> wrote:

> I haven't tried to change column widths. I expect that you may need to
> edit the Style Sheets, but I have not attempted to do so.
>
>
>
> On Tue, Dec 5, 2023 at 7:49 PM Tom Balazs <tom123online at gmail.com> wrote:
>
>> 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
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>>>
>>> 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
>>>
>>
>
> --
> _________________________________
> Richard Losey
> rlosey at gmail.com
> Micah 6:8
>