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How To Filter Transactions and Generate Simple Reports

Posted on March 18, 2026 | by Laura
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GnuCash Essentials Basics: Section 1
  • Module 1- The Foundation
  • 1. How To Install GnuCash
  • 2. Installing GnuCash Business Accounts
  • 3. Touring The GnuCash Interface
  • 4. Understanding The Chart Of Accounts
  • 5. Customizing The Chart Of Accounts
  • 6. How To Setup The Accounting Period
  • Module 2- Daily Operations
  • 1. Entering The Opening Balance
  • 2. Entering A Split Expense Transaction
  • 3. Entering A Split Sales Transaction
  • 4. Adding A Note Field To A Transaction
  • 5. How To Link A Document To A Transaction
  • 6. How To Reconcile The Checking Account
  • Module 3- Managing Credit Card Accounts
  • 1. GnuCash Credit Card Initial Setup
  • 2. Entering Credit Card Charges
  • 3. How to Enter A Credit Card Refund
  • 4. How To Enter Credit Card Payments
  • 5. How To Reconcile The Credit Card Account
  • 6. How To Generate A Credit Card Report
  • Module 4- Reports
  • 1. How To Filter Transactions and Generate Reports
  • 2. How To Generate & Customize The Profit And Loss Report

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