GnuCash Reporting
GnuCash Reporting is a prototype application which provides better reporting for
GnuCash.
This is a standalone application that runs on any operating system that supports Java.
This application is designed to be easy to use: It asks the user a simple question, like "How much did I spend on"
something in the last month or the last year, then generates a simple report.
GnuCash Reporting opens the GnuCash database in 'read-only' mode to avoid corrupting your data, just in case :-)
Problems Solved
GnuCash's built-in reporting could be better. The goal is to solve these GnuCash problems:
- Some reports are hard to configure
- Some reports do not display in a very readable manner
- Some reports hang or are slow and appear to be hung
Requirements
- Java 8 or greater and JavaFX
- Data must be stored in a SQLite file or in MySQL
- You can perform a 'Save As' in GnuCash to store your data in a database
Quirks
- Budget Reporting: May not work properly if your budget is not created as 12 monthly periods.
- Investment Reporting: Accounts must be of type 'STOCK' or 'MUTUAL'. GnuCash's account creation wizard
will create Brokerage accounts as 'ASSET' and Retirement accounts as 'STOCK' and 'MUTUAL'.
You need to make them all 'STOCK' or 'MUTUAL'
- Investment Reporting: Only one 'market value' per month (1st day of month) is displayed on yearly reports.
This avoids cases where there are thousands of price records per stock/fund which would slow down the query.
Known Issues
- PostgreSQL not implemented yet.
View budget reports. View monthly or cumulative. Compare budget vs. actual expenses for this year or last year.
Compare individual expense or all expenses together.