[GNC] Household monthly reporting

[Adrien Monteleone]

Ed,

You can include more than one account in the Cash Flow report, perhaps 
add your CreditCard account as well? (assuming you have detailed 
transaction data)

I don't know if you can include the mortgage accounts or not, but 
there's no harm in trying.

Another option might be the Transaction Report. It is highly 
customizable. It may not end up in quite the form you want, but you can 
include any accounts and filter according to just about any criteria. If 
the final form isn't to your liking, export that result to a spreadsheet 
and manipulate further from there. With a little effort, you can 
probably set up a bit of automation to massage a future report to your 
liking with a few clicks.

Regards,
Adrien

On 9/20/25 12:23 AM, Ed Greenberg wrote:
> I'm trying to do a household monthly report. I've considered both the 
> income statement and the cash flow report. Here are my results:
> 
> Income statement: Very good report, but doesn't include the principal 
> and escrow portions of my mortgage payment. Only the interest. So the 
> P&L doesn't tell me if I'm overspending.
> 
> Cash flow report: I set this for my checking account. The cash flow in 
> and out shows what I spent out of my checking account, including 
> mortgage principal, interest and escrow,  but much of my spending was on 
> a credit card. I pay the entire credit card balance, so it shows up as a 
> cash flow item, but there is no itemization. If I were carrying a 
> balance, I'd have more of a problem using this to manage my spending.
> 
> So what I want is a report of all my spending: credit card, checking 
> account, one liability debit (mortgage loan) and one asset debit 
> (mortgage escrow.) This would show me whether I had overspent my income 
> or not, and by how much.
> 
> Is this even possible?