[GNC] Percentage Report
Geoff
cleanoutmyshed at gmail.com
Tue May 20 22:49:54 EDT 2025
Hi GTI
Unfortunately I do not believe what you are asking for is available in
GnuCash, hence my suggestion to us the "Multicolumn" reports to obtain
the balances in each period, then copy this into your data
analysis/presentation tool of choice to calculate the differences
between each period and display the results.
There *are* some basic charting reports available in GnuCash, but they
are limited to displaying balances, not differences.
Regards
Geoff
=====
On 21/05/2025 1:45 am, GTI .H wrote:
> Hello Geoff,
>
> Thank you very much for your reply!
>
> I apologize for the delay in replying, I have had several types of
> delays here. It has been over four years since I posted here, my email
> was caught in moderation, that was quick, then your reply was lost for a
> long time in the spam box because I was thinking it was stuck in
> moderation, I am very busy with other demands, now that I have had the
> opportunity to analyze this option you suggested.
>
> I was thinking of a report with a graph WITHIN GNUCASH. If it is to
> export data and work in Excel, I am skilled in this and I already have
> it ready (See Attachment).
>
> I could not see a way to use your suggestions to obtain a graph (Table)
> with percentage values of the variations of the absolute values by periods.
>
> The need is basic:
> For example, I made an investment of $100 in January/2025 in
> February/2025 I have $110. I need a graph (Table) that shows the
> gain/loss of 10% and repeats this operation for all desired periods.
>
> ---
> Regards
>
> Em seg., 12 de mai. de 2025 às 21:31, Geoff <cleanoutmyshed at gmail.com
> <mailto:cleanoutmyshed at gmail.com>> escreveu:
>
> Hello GTI
>
> Try: Reports -> Assets & Liabilities -> Advanced Portfolio.
>
> It shows % capital gain/loss plus % return (including any
> dividends/distributions).
>
>
> For time based reporting you could use this report and copy/paste the
> data to a spreadsheet:
>
> Reports -> Assets & Liabilities -> Balance Sheet (Multicolumn)
>
>
> Regards
>
> Geoff
> =====
>
> On 13/05/2025 6:31 am, GTI .H wrote:
> > Hello everyone,
> >
> > A question for anyone who can help:
> >
> > I need to monitor the evolution of my investments, in asset
> accounts, I
> > have the values sampled in the accounting period of one month.
> >
> > I have been monitoring the evolution in values through reports.
> >
> > Is there a way, some report where I can monitor the evolution in
> percentage?
> >
>
>
>
> --
> Regards
> GTI
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