differentiate transactions in 'projects'

tereque tereque at gmail.com
Tue Jul 17 20:58:42 EDT 2012


On 17/07/2012 22:06, Derek Atkins wrote:
> Hi,
>
> tereque <tereque at gmail.com> writes:
>
>> hi,
>>
>> here is another one....
>>
>> all of my transactions should be linked to a project they are related
>> to. Meaning we have a production for customer XYZ and the project has
>> a number (let's say 8170). In the end I would like to have an overview
>> of which payments had been moved for this project (incoming payments
>> by customer, expenses, etc).
>>
>> I wonder how I can do this best. I do not really want to set up a tree
>> of accounts for each project as I still want to keep my general
>> structure of expense accounts('Express costs', 'manufacturing' for
>> example). Also I would not know how I could gather 'Income' and
>> Expense'
>>
>> How would I do that best? first thing that comes to mind is using the
>> number' column in each account. Then I could make a search of this and
>> have a report of all related transactions. But Maybe there is a better
>> way to do this? A 'Job' seems only to gather several Invoices but can
>> not applied to any transaction right?
>> Alo I have not found a way to find all transaction matching a 'number'
>> as it seems not workable to include all account in one search
>> operation.
>
> Unfortunately there is not a good way to do this.  The best way
> currently would be to use a text tag in the Transaction Notes or
> potentially the Action field.  Unfortunately the reports wont easily
> collate for you.
>
> Ideally GnuCash would have a "Tag" feature.

hi Derek,

thanks for the feedback which is not very satisfactory though ... I 
agree a "tag" feature would be probably a big enhancement to sort stuff 
as you need.

I found a workaround though. Actually I detected that the search 
function works different depending of where you start from. So I can add 
a project number to the 'Num' column or "Description"
If you search for that number from within the accounts overview the 
search covers all accounts so you can at least find anything related in 
a search result (which is of course not the smoothest way to gather 
information but ....)



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