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

[Tom Route36]

Deva,

Thanks for the advice.  It took a bit more tweaking (explained below); 
but I finally got to the report that I was looking for. Basically, these 
were the steps needed with the Transaction Report Options:

1. On the Accounts tab, in the Accounts window of that tab, I selected 
my Interest Income account.
2. Also on the Accounts tab but in the Filter By... window, I selected 
my bank accounts (Banks A, B, C).
3. On the Sorting tab, I set the Primary Key to "Account Name".
4. Also on the Sorting tab, I set the Secondary Key to "Other Account Name".
5. Last thing on the Sorting tab, I checked the checkbox for Secondary 
Subtotal.

The settings on the Sorting tab were the key bit of tweaking needed.  So 
I've attached a screenshot of the Sorting tab here for clarity in case 
anyone else wants to do something similar for a report.  In this example 
of mine, the Primary Key was the Interest Income account.  And the 
Secondary Key was the Filter By... accounts (Banks A, B, C).

Now that I know how to generate a report like this for the interest 
earned subtotaled by bank account, the same technique should work for 
any other income report I need subtotaled by payee.  I just need to 
specify the appropriate Primary and Secondary Key accounts correctly.

Anyway Deva, thanks for getting me pointed in the right direction on 
this.  It's just what I needed.

Tom


On 4/6/2026 12:44 AM, Deva PS wrote:
> Tom,
>
> I have attached a screenshot of one tab on report options page. On that tab, try setting the Filter Type to Include and select your Interest Income account in the next option on that tab. You might have to set the first option (Accounts) as well (this will be your account where your Bank/A/B/C interest is deposited)
>
> Cheers.
>
> 
>
>> On 6 Apr 2026, at 10:32 AM, David T.<sunfish62 at yahoo.com> wrote:
>>
>> In my experience, if I'm interested in a particular data set and want to isolate that data, I'd create a separate account for that data set. In your original example, this would mean assigning each of the interest amounts to bank-specific interest accounts-- Income:Interest: Bank A, etc. Then, getting a report of interest by bank is simple-- select the various accounts and subtotal by account.
>>
>> David T.
>>
>>
>> On April 5, 2026 8:37:33 PM PDT, Tom Route36<tom.route36 at gmail.com> wrote:
>>> 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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