[GNC] Reporting Woes - Newbie incompetence - SOLVED!

Fri Mar 24 16:06:00 EDT 2023

Hi Maf (and everybody who has taken the trouble to respond to this 
query)

Thank you all for your thoughts.  I am amazed to have an inbox full 
already.

I have investigated Maf's suggestion of using the Transaction Report and 
have managed to get out something like what I was seeking.  I was amused 
that my first attempt was all for 2019 transactions despite getting the 
date limits set correctly to 2023.  Attempt two was much closer and 
included 2019 transactions forward to my set closing date.  Clearly this 
is going to work, but only once I find all the correct settings!

Thanks too for colleagues in the US, some of whom have made clear 
instructions for how to use the system for submitting a US Tax return. 
I am sorry that I failed to mention where I was located.  However, there 
may be Newbies in the US who will benefit from your suggestions.  Here 
in the UK the tax authorities have moved to simpler and more simple 
accounts.  I have to certify that my return is based on cash in and cash 
out and contains no accruals or prepayments.

Picking up on Brook's point about getting the data out of the Report and 
into a spreadsheet, that is quite straight forward. Simply place the 
cursor in the top left hand corner then click, hold down the left button 
and drag down to the right hand corner. When you release the mouse 
button the whole page should be high lighted.  Control and C will copy 
that page and then in your spreadsheet you can do a Control V or or use 
Edit Paste Special.  You may be asked about the format of the paste.  It 
is Tab deliminated so if you choose Tab and nothing else (ignore, comma, 
space, etc) your data will layout in the spreadsheet as on screen.

Thank you again.  I will now get down to playing with the parameters 
until it gives what I thought I had asked it to supply.

Best wishes

Pete

------ Original Message ------
From: "Maf. King" <maf at chilwell.net>
To: gnucash-user at gnucash.org
Sent: Friday, 24 Mar, 2023 At 16:02
Subject: Re: [GNC] Reporting Woes - Newbie incompetence
On Friday, 24 March 2023 12:54:19 GMT p.f.cuthbert at btinternet.com
p.f.cuthbert--- via gnucash-user wrote:
Hi Folks
The end of the UK Tax Year approaches and I am thinking about my tax
return. When I used Quicken there was a report that listed every
transcation in particular accounts which was useful since not all my
accounts are related to the Return.  I had been hoping to do the same in
GNU but I don't seem to be able to find a way to do something so simple.
(Yes I have read all about Reporting but am not a lot the wiser)
Opening a relevant account, choosing Select All, Copy and Paste into a
spreadsheet does not seem to be possible either.
I am sure that somebody has worked out how to do this hence my request.

I think the transaction report will do what you want, with a bit of 
careful
options settings.
I'm in the UK, I run one transaction report for relevant income and one 
for
expenses each year as the basis for my tax return numbers.
HTH,
Maf.

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Dr Peter Cuthbert
Creuddyn
Coedlan Y Plas

Llangawsai
Aberystwyth
Ceredigion
SY23 1HJ
01970 623 447