Cross-reporting ?

[Thiers Botelho]

Well, Derek, as I'm presently NOT a gnucash user I couldn't tell you 
exactly what reports I'm interested in. But . . .

All I need is to arrive at a month-end / year-end report (or multiple 
reports, for that matter) where I could see:

        - Date of transaction
        - Description of transaction
        - "Category" : Dining Expenses OR Medicine OR All
        - "Class" : John OR Mary OR All
        - total amount for month / year
        - possibility of generating report above for any one of 9 
combinations of previous 3 categories and 3 classes
        - preferably NOT having to manually chase each one of John/Mary 
sub-accounts spread under lots of uber-accounts . . .

Easier said than done, I believe.

Thiers





Derek Atkins <warlord at MIT.EDU>
11/07/2003 14:54

 
        Para:   "Thiers Botelho" <thiers at fosfertil-ultrafertil.com.br>
        cc:     gnucash-user at lists.gnucash.org
        cco: 
        Assunto:        Re: Cross-reporting ?


Admittedly, I do not believe the current reports have that level
of flexibility, but the reports are relatively simple to change.
Much harder is adding new fields to transactions.

You'd have to tell me which particular reports interest you, because
each report implements its own set of categorizations.

-derek

"Thiers Botelho" <thiers at fosfertil-ultrafertil.com.br> writes:

> Hmmm . . . I had noticed what you said on your previous post, but hadn't 

> really thought it would be helpful. Since you insist, may I ask 
(remember, 
> I'm not familiar with GnuCash) if the fields you mention might be used 
at 
> month's end or yearend for grouping and summing up amounts under 
> "fake-class" headings ?
> 
> I'd not be overly concerned if I had to use some kind of workaround, as 
> long as I could somehow group and report transactions under the 
> "pseudo-classes" . . .
> 
> In that case I might consider to forget about that damn ressurrection . 
. 
> .  :D
> 
> Cheers
> 
> Thiers
> 
> 
> 
> 
> 
> Derek Atkins <warlord at MIT.EDU>
> 11/07/2003 13:39
> 
> 
>         Para:   "Thiers Botelho" <thiers at fosfertil-ultrafertil.com.br>
>         cc:     gnucash-user at lists.gnucash.org
>         cco: 
>         Assunto:        Re: Cross-reporting ?
> 
> 
> It is not high on the radar, sorry.  There is some, but very little
> call for such a feature.  As I said, you could use the Action, 
> Description,
> (split) Memo, or Notes fields for this...
> 
> -derek
> 
> "Thiers Botelho" <thiers at fosfertil-ultrafertil.com.br> writes:
> 
> > Well, I'll resort then to ressurecting ye olde Lord Quicken . . .  :(
> > 
> > Maybe this added feature would not be so far ahead on your future 
> release 
> > schedule ??
> > 
> > Thanx anyway for your prompt reply, and good luck ! 
> > 
> > Thiers
> > 
> > 
> > 
> > 
> > 
> > Derek Atkins <warlord at MIT.EDU>
> > 11/07/2003 13:11
> > 
> > 
> >         Para:   "Thiers Botelho" <thiers at fosfertil-ultrafertil.com.br>
> >         cc:     gnucash-user at lists.gnucash.org
> >         cco: 
> >         Assunto:        Re: Cross-reporting ?
> > 
> > 
> > unfortunately not really.. You could use the description or action
> > fields in the transaction for this..  But no, gnucash does not have
> > the concept of a "class".  Note that category directly maps to
> > "account".  but there is no direct mapping for "class".
> > 
> > -derek
> > 
> > "Thiers Botelho" <thiers at fosfertil-ultrafertil.com.br> writes:
> > 
> > > Hi all,
> > > 
> > > I've been thinking of using GnuCash to (re)start controlling my home 

> > > expenses. I'm a former user of Quicken 2000, which I have not used 
it 
> in 
> > 
> > > the last 2 yrs or so. For this reason I'm not quite sure on the 
> > > terminology, but there is a particular item which is important for 
me 
> ; 
> > I 
> > > could do it in Quicken, and I'd be glad if someone could tell me if 
> > > GnuCash will do something similar  - preferably before I start 
> studying 
> > > the documentation. It goes like :
> > > 
> > > In Quicken, I could record transactions within particular categories 

> (?) 
> > 
> > > like "Dining Expenses" and "Medicine", for instance ; PLUS when 
> entering 
> > 
> > > each transaction I could also add another qualifier (class ?) such 
as 
> > > "John" and "Mary". 
> > > 
> > > Therefore, when producing reports, I could have all the 
> cross-reporting 
> > > options, like "Dining Expenses for Everybody", "All Expenses for 
> Mary", 
> > or 
> > > "Medicine for John".
> > > 
> > > Does GnuCash provide a practical means to achieve this flexibility ? 

> If 
> > > so, what structures and options I should look for in the docs ?
> > > 
> > > Thanx all in advance.
> > > 
> > > Thiers