[GNC] totals for a parent account and all its children
R Losey
rlosey at gmail.com
Sun May 18 00:30:10 EDT 2025
On Sat, May 17, 2025 at 5:00 PM Michael or Penny Novack via gnucash-user <
gnucash-user at gnucash.org> wrote:
> On 5/17/2025 5:18 PM, Tim via gnucash-user wrote:
> > I have been wishing that there were a way to configure a report that
> would
> > include the total of each account plus all of its children. Quicken used
> to
> > do this routinely. Is there already an easy way to do this or is this a
> wish
> > list item?
> >
> > Thanks
> >
> > Tim
>
> You didn't sat WHAT report you want. So I'll give an example.
>
> Say the Income Statement (aka Profit and Loss .. or as an organization
> would say Statement of Revenues and Expenses). You run the report (with
> whatever default settings) and then use Edit=>Report Options. You can
> then select the totaling behavior that you want (whether subtotaling,
> appearing where, etc. are available options)
>
> Might I suggest that folks new to gnucash try running all the reports
> they will want to use, and explore Edit=>Report Options to see what
> options are available, what they do. Then use the options you like.
>
When I first ran GnuCash (and even a bit today), I was intimidated by the
reports. When I just ran a report, it was empty. Then I tried adding all of
the accounts and everything came out zero.
It would be very helpful if (and maybe there already is) there was a place
that would say what would be the usual or common options for the reports.
For example, I think the transaction report should include all the expense
accounts.
Just a bit of guidance would be incredibly helpful.
I'm sure that there are other reports that would be helpful, but I don't
know if I should select everything, or just the asset accounts, or the
income accounts, or.... (and so on).
Another very nice addition would be if I could tell Gnucash to use "all
expense accounts" and automatically add new ones that I add... sometimes, I
go quite a while without an account in a report. Alternatively, if I bring
up a report and the list of accounts has changed since it was last saved,
it could alert me to check the accounts.
--
_________________________________
Richard Losey
rlosey at gmail.com
Micah 6:8
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