Historical account data

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Historical account data

kbrown
I’ve just joined this list and I am starting to evaluate GNUCash for personal and small business use going forward. One thing I would like to be able to do is to look at historical account data over various years and report, either graphing or exporting to spreadsheet for graphing. Is this possible to easily do and what would be involved to accomplish that?

Please point me in the right direction if this has been discussed or if the info is available somewhere.
What is the best source for similar information?

Thx for any tips,
Ken G. Brown
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Re: Historical account data

Adrien Monteleone
Ken,

There are several standard reports bundled with GnuCash. Depending on your setup and expertise, the sky is the limit.

As for the how, check out the Help Guide & Tutorial & Concepts Guide on getting set up. (found on the GnuCash website)

As you come across particular special cases for getting particular information in reports, check back here on the list if you are having any trouble. Some types of reporting are possible, but not quite as obvious on how to generate using certain option combinations.

Finally, if you choose to ‘close the books’ each year or whatever period you choose, understand that this can affect your reporting abilities. Reports are still possible if you do so, just not nearly as flexible.


Regards,
Adrien

> On Feb 5, 2018, at 5:00 PM, Ken Brown <[hidden email]> wrote:
>
> I’ve just joined this list and I am starting to evaluate GNUCash for personal and small business use going forward. One thing I would like to be able to do is to look at historical account data over various years and report, either graphing or exporting to spreadsheet for graphing. Is this possible to easily do and what would be involved to accomplish that?
>
> Please point me in the right direction if this has been discussed or if the info is available somewhere.
> What is the best source for similar information?
>
> Thx for any tips,
> Ken G. Brown
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

_______________________________________________
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If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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