Miscategorized Credit Card Transactions

[Adam Funk]

On 2007-06-27, JUNIPER wrote:


> From Derek:
>
> The problem here is not categorization, but rather the report you
> used.  The Cash Flow report is reporting, well, Cash Flow.  Please
> search for previous emails about this; the report works as it's
> supposed to, but to the casual observer it may be a little confusing.
> Basically, imagine that you draw a circle around the accounts in
> the report.  The Cash Flow report will report ONLY on transaction that
> cross the line.  So if you have your credit card and your expense account
> BOTH outside the "circle", then the Cash Flow wont report it (because
> it doesn't cross the line).
>
> It sounds like you want a report of how much you spent on a particular
> expense, regardless of how you paid for it.  This is called a Profit
> and Loss report, or, in 2.x, the Income Statement.  The Income Statement
> is the PnL report, renamed.   This report tells you how much you gained
> from each income and how much you spent on each particular expense.  Try
> that for what you want.

You can also start with the cash flow report and modify it to include
the Assets:Current and Liabilities:Credit Cards subtrees, and make a
custom report out of it.  (I use this and call it "money flow",
although "cash and credit card flow" would probably be a better
description.)