[GNC] How to create a Chronological Income Report subtotaled by Payee?

[Tom Route36]

Hi Deva,

The Transaction Report kind of works.  But it only works if each 
transaction is a simple one that includes only 2 accounts each.  In my 
example of Bank Interest Income, that works only as long as the accounts 
involved are each bank account (Banks A, B, C) and the specified Income 
account, which in this example is the Interest Income.  As long as 
that's true, then the Transaction Report gives the correct numbers for 
the income received sorted by payer and date.  And the Grand Total at 
the bottom of the report will also be correct.

Where the Transaction report idea breaks down though is if any of those 
transactions include 3 or more accounts each.  In my example here, let's 
say that one of the transactions at Bank A was a deposit, rather than a 
typical plain interest payment.  And that deposit consisted of a 
repayment of a $500 loan, plus $40 interest income received from that 
loan.  Well the $40 is part of the Interest Income that I'm trying to 
report on here.  But because the $500 is also part of that transaction, 
it gets added into the subtotal for Bank A as well, and it's also 
included in the Grand Total of the report.  So my report of Interest 
Income is $500 more than it actually is.

How would I limit the report to including only the Interest Income, and 
excluding everything else (like the loan repayment)?

Is there a way to get what I'd probably call an Account Report, rather 
than a Transaction Report?  That is, if I'm only wanting to get a report 
listing the credits and debits to my Interest Income account, is there 
some way of doing that?

Tom


On 4/5/2026 10:12 AM, Deva PS via gnucash-user wrote:
> Hi Tom,
>
> You can try the transaction report. On the Sorting tab in report options, you can set primary total by Description and Secondary Total by Date. Assuming your nomenclature on Description for Bank A/B/C are consistent, it should get you close to what you want.
>
> Cheers.
>
>> On 5 Apr 2026, at 9:30 PM,gnucash-user-request at gnucash.org wrote:
>>
>> From: Tom Route36 <tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>>
>> To: Gnucash User <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>>
>> Subject: [GNC] How to create a Chronological Income Report subtotaled
>> 	by Payee?
>> Message-ID: <e18ce96d-bdcd-40db-bcef-531c801e3406 at gmail.com <mailto:e18ce96d-bdcd-40db-bcef-531c801e3406 at gmail.com>>
>> Content-Type: text/plain; charset=UTF-8; format=flowed
>>
>> Hi all,
>>
>> I'm still learning my way around GnuCash when it comes to creating
>> reports.? And I'm a bit lost as to how to create an Income Report that
>> shows a list of all income transactions for a given time period for a
>> selected income account.? Getting the bottom line total income is easy.?
>> Where I need help is getting a detailed report of all the income
>> transactions in date order where those transactions are subtotaled by
>> payee.? That's the hard part -- at least for me.
>>
>> I just re-read this preceding paragraph of mine; and it sounds confusing
>> even to me.? Let me try asking it differently.
>>
>> Let's say I want to get a list of all interest payments that I received
>> from 3 banks (Banks A, B, C) over the past 3 months (Jan, Feb, Mar).?
>> For simplicity, we'll say that all three banks pay interest on the 5th
>> day of each month.? Here's the layout of the report that I would be
>> hoping to create.
>>
>> ==========
>> Bank Interest Income Report (Jan thru Mar)
>>
>> Bank A
>> ? Jan 5? ?$12.30
>> ? Feb 5? ?$11.20
>> ? Mar 5? $10.10
>> Bank A Subtotal: $33.60
>>
>> Bank B
>> ? Jan 5? ?$15.00
>> ? Feb 5? ?$14.30
>> ? Mar 5? $11.10
>> Bank B Subtotal: $40.40
>>
>> Bank C
>> ? Jan 5? ?$10.60
>> ? Feb 5? ?$9.00
>> ? Mar 5? $12.30
>> Bank C Subtotal: $31.90
>>
>> Total Bank Interest Income: $105.90
>> ==========
>>
>> Is there a way to create a report similar to this kind of layout
>> directly within GnuCash?? If there is, I haven't found it yet.? If not,
>> does anyone have some advice about how to get a similar printable report
>> some other way using the GnuCash data?? Any help here would be welcome.
>>
>> Thanks,
>> Tom
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