Categorization of transactions
Eric Anopolsky
erpo41 at gmail.com
Sat Mar 7 10:55:13 EST 2009
On Sat, 2009-03-07 at 09:51 +0100, Manfred Usselmann wrote:
> expenses
> - travelling
> - cars
> - car 1
> - fuel
> - insurance
> - tax
> - ...
> - car 2
> - fuel
> - insurance
> - tax
> - ...
Hi all,
Using placeholder expense accounts as a substitute for classes works
well for small numbers of "classes" and when the number of child expense
accounts is small.
I have four properties that each have their associated expenses. Here
are some problems I run into when the number of placeholder expense
accounts and the number of child accounts per placeholder grows:
*The accounts list becomes huge. Four properties times seven expense
accounts per property equals 28 expense accounts, not counting
placeholders. Also, since they're deeply nested, I have to do a lot of
unfolding to see them.
*Since the placeholder accounts represent properties, it's easy to see
how much I'm spending on each property by looking at the accounts list.
However, since I have four different accounts called "Electrical
Service", I have to run a report or get out a calculator to figure out
how much I'm spending on that type of utility.
*As I develop properties further, it's becoming a chore to keep expense
account names synchronized between properties. For example, we had some
plumbing problems in a house that had previously needed no work in that
area. I created a plumbing child account to keep track of those
expenses, only to discover that for another house I had been granular
enough to break it down into kitchen, bathroom, and general. To keep a
consistent account hierarchy, I had to create new accounts and
reclassify each of those transactions I had entered for the first
property.
*Since Gnucash does not have the ability to tell the difference between
a placeholder account that someone is using as a class (such as "car1"
in the above example) and a placeholder account that is not being used
as a class (such as "expenses" or "travelling"), there is no way for
Gnucash to create a "profit and loss by class" report automatically.
Cheers,
Eric
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