Reporting based on search criteria and exprting transactions to excel. It's simple!

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Reporting based on search criteria and exprting transactions to excel. It's simple!

john_mike
Dear All,

I have used GNUCash for a couple of years now.  in recent days I have come across a couple of features or tricks which have completely transformed the value of GNUCash to me. Yet neither of these features are in the help pages. Or if the are in the help pages I have consistently missed them in my efforts to find ways of reporting sensibly from GNUCASH.

The first is that I have gone through all sorts of hoops to report on transactions based on a particular search criteria.

I now find that this is simply achieved by doing a find from the edit menu. With the resultant search result tab open you can select the reports menu, account report and GNUCASH will create a report from those search results.

The second is that you can get your report into a spreadsheet very simply. Export the report as an html file. Open excel. Open the html file.

That's it. No converting pdf files to excel. No crazy export of transactions and importing CSV files etc etc.


I have to ask why is the combination of procedures not clearly spelt out in the help files. It has taken two years to discover this. I have posted several threads trying to achieve this. I think it has been possible all the time.

Now the information I have in GNUCash is suddenly an invaluable resource. I am no longer entering data in two or more places. I am no longer exporting transactions and manipulating them outside GNUCash.

A minor note to point out is that the values imported to excel initially appear as links through to the original transaction.  Copying the column and pasting as values takes seconds and then off you go. I think you could probably also set up a macro to do this step for you.

I am astonished that this is so simply achieved.  There are hundreds of threads on this forum with people obviously trying to achieve this. So obviously users are not getting appropriate instructions from the help files.

It it would be great and save everyone thousands of hours if it were to be included in the help clearly and obviously.



--
  Mike Stillingfleet
  [hidden email]
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Re: Reporting based on search criteria and exprting transactions to excel. It's simple!

GnuCash - User mailing list
Mike,

I'm sorry to hear that you've missed this aspect. I know that many long time users have heard that drill many times before; it's too bad you didn't get the same!

I will note that there is a section in the wiki that talks about this, perhaps not exactly as you outlined, but pretty closely: https://wiki.gnucash.org/wiki/Using_GnuCash#Exporting_a_report_to_OpenOffice_Calc

David

On March 3, 2018, at 8:28 AM, Mike Stillingfleet <[hidden email]> wrote:

Dear All,

I have used GNUCash for a couple of years now.  in recent days I have come across a couple of features or tricks which have completely transformed the value of GNUCash to me. Yet neither of these features are in the help pages. Or if the are in the help pages I have consistently missed them in my efforts to find ways of reporting sensibly from GNUCASH.

The first is that I have gone through all sorts of hoops to report on transactions based on a particular search criteria.

I now find that this is simply achieved by doing a find from the edit menu. With the resultant search result tab open you can select the reports menu, account report and GNUCASH will create a report from those search results.

The second is that you can get your report into a spreadsheet very simply. Export the report as an html file. Open excel. Open the html file.

That's it. No converting pdf files to excel. No crazy export of transactions and importing CSV files etc etc.


I have to ask why is the combination of procedures not clearly spelt out in the help files. It has taken two years to discover this. I have posted several threads trying to achieve this. I think it has been possible all the time.

Now the information I have in GNUCash is suddenly an invaluable resource. I am no longer entering data in two or more places. I am no longer exporting transactions and manipulating them outside GNUCash.

A minor note to point out is that the values imported to excel initially appear as links through to the original transaction.  Copying the column and pasting as values takes seconds and then off you go. I think you could probably also set up a macro to do this step for you.

I am astonished that this is so simply achieved.  There are hundreds of threads on this forum with people obviously trying to achieve this. So obviously users are not getting appropriate instructions from the help files.

It it would be great and save everyone thousands of hours if it were to be included in the help clearly and obviously.



--
  Mike Stillingfleet
  [hidden email]
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Re: Reporting based on search criteria and exprting transactions to excel. It's simple!

David Carlson-4
In reply to this post by john_mike
You are right.  You have found a combination of existing tools that can
extract data to a spreadsheet form useful to other applications.  It is
unfortunate that you did not find it sooner, but it is partially documented
in the WIKI as noted by David.  I have used a similar method from time to
time, sometimes to import data from outside HTML sources into a spreadsheet
 for further processing.

On Fri, Mar 2, 2018 at 9:27 PM, Mike Stillingfleet <
[hidden email]> wrote:

> Dear All,
>
> I have used GNUCash for a couple of years now.  in recent days I have come
> across a couple of features or tricks which have completely transformed the
> value of GNUCash to me. Yet neither of these features are in the help
> pages. Or if the are in the help pages I have consistently missed them in
> my efforts to find ways of reporting sensibly from GNUCASH.
>
> The first is that I have gone through all sorts of hoops to report on
> transactions based on a particular search criteria.
>
> I now find that this is simply achieved by doing a find from the edit
> menu. With the resultant search result tab open you can select the reports
> menu, account report and GNUCASH will create a report from those search
> results.
>
> The second is that you can get your report into a spreadsheet very simply.
> Export the report as an html file. Open excel. Open the html file.
>
> That's it. No converting pdf files to excel. No crazy export of
> transactions and importing CSV files etc etc.
>
>
> I have to ask why is the combination of procedures not clearly spelt out
> in the help files. It has taken two years to discover this. I have posted
> several threads trying to achieve this. I think it has been possible all
> the time.
>
> Now the information I have in GNUCash is suddenly an invaluable resource.
> I am no longer entering data in two or more places. I am no longer
> exporting transactions and manipulating them outside GNUCash.
>
> A minor note to point out is that the values imported to excel initially
> appear as links through to the original transaction.  Copying the column
> and pasting as values takes seconds and then off you go. I think you could
> probably also set up a macro to do this step for you.
>
> I am astonished that this is so simply achieved.  There are hundreds of
> threads on this forum with people obviously trying to achieve this. So
> obviously users are not getting appropriate instructions from the help
> files.
>
> It it would be great and save everyone thousands of hours if it were to be
> included in the help clearly and obviously.
>
>
>
> --
>   Mike Stillingfleet
>   [hidden email]
> _______________________________________________
> 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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Re: Reporting based on search criteria and exprting transactions to excel. It's simple!

GnuCash - User mailing list
In reply to this post by john_mike
On 03/03/2018 03:27, Mike Stillingfleet wrote:

> I have used GNUCash for a couple of years now.  in recent days I have come across a couple of features or tricks which have completely transformed the value of GNUCash to me. Yet neither of these features are in the help pages. Or if the are in the help pages I have consistently missed them in my efforts to find ways of reporting sensibly from GNUCASH.
>
> The first is that I have gone through all sorts of hoops to report on transactions based on a particular search criteria.
>
> I now find that this is simply achieved by doing a find from the edit menu. With the resultant search result tab open you can select the reports menu, account report and GNUCASH will create a report from those search results.
>
> The second is that you can get your report into a spreadsheet very simply. Export the report as an html file. Open excel. Open the html file.

I usually just use copy and paste

Simpler, quicker, easier for most report type data

> That's it. No converting pdf files to excel. No crazy export of transactions and importing CSV files etc etc.
>
>
> I have to ask why is the combination of procedures not clearly spelt out in the help files. It has taken two years to discover this. I have posted several threads trying to achieve this. I think it has been possible all the time.
>
> Now the information I have in GNUCash is suddenly an invaluable resource. I am no longer entering data in two or more places. I am no longer exporting transactions and manipulating them outside GNUCash.
>
> A minor note to point out is that the values imported to excel initially appear as links through to the original transaction.  Copying the column and pasting as values takes seconds and then off you go. I think you could probably also set up a macro to do this step for you.
>

if you copy and paste as I suggest you avoid the problem.

> I am astonished that this is so simply achieved.  There are hundreds of threads on this forum with people obviously trying to achieve this. So obviously users are not getting appropriate instructions from the help files.
>
> It it would be great and save everyone thousands of hours if it were to be included in the help clearly and obviously.
>

The background problem is people expecting everything to be in exactly
the format they want in one program.

There are ongoing arguments about this, try checking if gnc's budgets
are are ideal for you (they won't be)

--
Wm

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