print menu option missing in Show all

Bug #2004078 reported by Richard Sutton
12
This bug affects 2 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

On my system (Win 11, Homebank 5.6.1), if I am in one of my accounts and I set up a filter and then I select Account from the top left navigation bar, I get a dropdown list:
 Export QIF...
 Export CSV...
 Export as PDF
 Print
 Close

However, if I am not in an account, but instead select Transaction from the home page and then select Show all, then set up a filter, then select Account, I get a drop down list:
 Export CSV...
 Close

It would like to have the same options available in the Show all page as in the user account page. This would be of great use during tax time and other times.

Richard

description: updated
Revision history for this message
Maxime DOYEN (mdoyen) wrote (last edit ):

With all transaction you have the account column in addition others, so it will be a lot of info to stand on a page width.

Maybe #1949400 is related and more appropriate because there will be a group by option to save print space

Revision history for this message
Richard Sutton (rsutton43) wrote (last edit ):

You are right, way too much data for a print page. I don't think #1949400 fits my overall needs either. I think I need to wait for a 'custom report' capability. I realize that a 'custom report' capability is a major undertaking. But, I'm patient. I think I/we should mark this as 'closed' as I didn't think it through properly.

Thanks for such a great program...
Richard

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

For the page width, I relaized that the save as pdf feature do not propose standard action such as:
- select portrait/landscape
- preview
- etc

like real print option

Question 1: for tax time and other times
can you provide example of what you need in terms of printing ?

Question 2: is a group by account would fit here ?
so you will get something like

date info payee memo amount C balance

account 1
xx xx xx xx yy.yy x zz.zz
xx xx xx xx yy.yy x zz.zz
...

account 2
xx xx xx xx yy.yy x zz.zz
xx xx xx xx yy.yy x zz.zz
...

Changed in homebank:
status: New → Incomplete
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
tags: added: print usability
Revision history for this message
Richard Sutton (rsutton43) wrote :

Maxime,
Thank you for the follow up.
As a point of reference, I live in the USA. Tax requirements in the EU may be totally different.

Question 1: for tax time and other times
can you provide example of what you need in terms of printing ?

Answer: The minimum columns that I need are:
    Account Info Date Payee Category Memo Amount

A bonus feature would be a Grand Total line under the last record's Amount field.

Question 2: is a group by account would fit here ?

Answer: Yes. However, for my purposes, I don't need the Balance field.

Thank you for your time and effort on this extraordinary program. It makes my life so much easier.

Richard

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → New
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I have just achieved a generic listview to print function.
This unblock this wish.

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.7
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
summary: - Export as PDF option missing in Show all
+ print menu option missing in Show all
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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