extend filters for time periodes
every account can grow big but most time only -- actual year , last month, last quarter, businessyear... is interesting also for performance reasons would be
a toolbar PERIODEPICKER that is valid for all books and reports
-
Daniel Pool commented
Not sure if it is worth opening a new idea, but I would appreciate this feature (at least as Jordi has expressed it) rather than as uwe188 has. I have accounts going back several years and would rather be able to view only a small window of that. It would be nice to be able to set a global preference to say only view 3 months of transactions for all accounts.
-
Jordi Llorensí commented
There is a similar feature request, "Allow Filter By settings to be saved and reused", that if implemented will partially solve this request. I say partially because every year I will have to change the date filter of every one of my 70 accounts, but it will be a first step... :-)
-
Jordi Llorensí commented
If I haven't missunderstood uwe188, he refers to the fact that when you open an account, by default it shows all the assets you have entered, most of them several months or even years old, that are useless on the day by day work. Of course, you can filter by date every individual account, but I also miss a global (all the account tree) filter where you can filter by date all the accounts in one operation, and it should be saved as a user preference. There is an option in the Preferences menu, Accounting Period, that filters the totals, but not the assets you see.
-
uwe188 commented
i mean that in the account tree i see also amounts on the right side.
if i have a filter last month then the amounts should only be over that periode.ok this overview what was happening in the last month could also be generated by a report ... but i did not find a report that keeps my settings for the next time
-
Admincstim (Core Developer, GnuCash) commented
What do you mean by a filter "on the account tree"? What should the filtering do - should it hide inactive accounts? I'm asking because I don't understand what it means to filter the "account tree" by time periods.
-
uwe188 commented
ok found now this feature, but this filter is not possible on the accounttree where i was searching for it
even for reports
No i did not experience performance problems with the hole bank transactions beginning in 1995 ... but there was an entry earlyer from a user asking for a report preview
-
Admincstim (Core Developer, GnuCash) commented
(Also note that there seem to have been created some fake users to vote this proposal higher, which we will simply block and ignore.)
-
Admincstim (Core Developer, GnuCash) commented
I don't understand your proposed feature here. There is a "Filter By..." setting in the account register window, where you can select a date range to restrict the shown transactions. What feature do you expect instead?
(Actually, I don't think this matters much for performance reason, or do you experience performance problems? If yes, on which operating system?)