[GNC] Monthly Reports

[Phyllis Bruce]

These are the options I chose.  Still no report.

[image: image.png]
[image: image.png]


On Tue, Sep 17, 2024 at 9:17 PM David Cousens <davidcousens49 at gmail.com>
wrote:

> Phyllis,
>
> The  Account Smmary lists the balances at a specific date for specified
> accounts  which you set in the General tab of the Edit->Report Options
> dialogue. If you choose the Date and set it to 31/7/24. It doesn't list
> the changes to the accounts in the month but by producing a report for
> the previous months balances and subtracting them you can get the
> changes in a month. This requires importingeach monthly balance report
> into spreadsheets then subtracting them toget the changes
>
> You could try generating a Transaction report for the period selecting
> the monthly subtotal in the General options and set the date range for
> the month in the General tab. There is an option in the Sorting tab of
> the report options to not display the individual transactions and just
> the totals for each account.  If you select more than one accountin the
> Accounts tab of the options you should get the monthly totals for each
> account Unfortunately it does not sub total the debits and credits
> separately which would be nice. The grand total is displayed in either
> the debit or credit column depending on whether the sum represents a
> debit or credit change in the balance.
>
> You possibly want to clarify exactlty what information you want or need
> to present in the monthly reports first then work out how to obtain it
> and customise the reports to your needs.
>
> David Cousens
>
> On Tue, 2024-09-17 at 19:46 -0500, Phyllis Bruce wrote:
> > As the treasurer of a small, 5019(c)3 with no liabilities, I set up
> > my
> > Gnucash file in the same order as I will present my monthly reports.
> > I
> > have v 5.8+ and Windows 11.
> >
> > After much trial and error I was able to get an account summary for
> > 6/30/2024.  My records begin with June 1, 2024.  However; no matter
> > what I
> > do I cannot get a summary report for the month of July.  The name of
> > the
> > report is summary - I get that but I need a MONTHLY report and I have
> > been
> > unable to make any other reports work.
> >
> > Does anyone have a work around?  I'm lousy at choosing report options
> > and I
> > usually end up with a description of what I want, but not the
> > figures, even
> > though I choose my account tree in total.  I've also tried beginning
> > and
> > ending dates where the option was available.
> >
> > Thanks for your help,
> > Phyllis B
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