GnuCash is a very powerful personal finance management software.
It is very easy to create new pre-configured reports out of the existing set of reports provided in GnuCash. Let me explain this with a scenario.
I need to extract all the dividends I have received so far. To do that, I can simply look at the Income -> Dividend Income account
. However, since I did a year close for the past several years, it is not possible to print the list of dividends. Even if I do use the transaction report on the Dividend Income account, I will get a list of all positive entries, with one entry that zeroed the account when I did the Year Close.
To test the above on your system, you can try:
Reports -> Transaction Report
Click on
Edit report options
.
You will get a Window with tabs to select the parameters you need to use.Click on the
General tab
. Enter theReport Name
. Enter thestart date, end date
and select check boxTable for Exporting
. Make sure you enter start date of another previous year.Click on
Accounts
tab. Next in Accounts Window selectDividend Income account
Click on
Display
tab.
UncheckNum, Memo, Notes, Use Full Account Name, Other Full Account Name
.Click on the Sorting tab
UncheckPrimary Subtotal, Secondary Key
is None.
Primary Key
is Account Code,Primary Subtotal
for Date key: NoneSee the grand total for the Dividend Account. It only shows total dividend income for the current year. This is wrong.
This is the Normal Transaction Report.
Now we need to correct this report. Only, we need to approach it from the Bank account where we deposited the Dividend.
Reports -> Transaction Report
Click onEdit report options
.
You will get a Window with tabs to select the parameters you need to use.Click on the
General
tab. Enter the Report Name likeDividend Report
. Enter thestart date, end date
and select checkboxTable for Exporting
. Make sure you enter start date of another previous year.Click on
Accounts
tab.
Next in Accounts Window selectBank account
where you deposited the Dividend. Do this in theAccounts sub-section
.
Next inFilter By
, select theDividend Income
account.
Filter Type
selectInclude Transactions to/from Filter Accounts
.Click on
Display
tab.
UncheckNum, Memo, Notes, Use Full Account Name, Other Full Account Name
.Click on the
Sorting
tab
UncheckPrimary Subtotal
,Secondary Key
isNone
.Primary Key
isDate
,Primary Subtotal for Date key: None
See the grand total for the Dividend Account. It now shows total dividend income for all the years. See the total. It is correct now.
To save this as a pre-configured report:
Select
File -> Save Report
and you can save it as pre-configured report.Anytime you want to run this very report, you just need to:
SelectReports -> Preconfigured Reports
and click on theRun icon
.You can similarly
Edit
or evenDelete
the report using the icons in the
Report
window
.