New account type

Colin Law clanlaw at googlemail.com
Fri Oct 18 08:50:50 EDT 2013


On 18 October 2013 13:47, John G Sullivan <sullij_27615 at att.net> wrote:
> The process which your wife is using seems backwards. Why not start
> from where the money originates. If she paid out of pocket, just use
> cash as the base account, and enter the expense as the account field. If
> paid from checking, start there.

That is why I asked the OP to explain exactly what she is doing, I
suspect she does not understand how transactions should be entered.

Colin

>
> John Sullivan
>
> On Friday 18 October 2013 03:23:59 Sam Liddicott wrote:
>> Background:
>>
>> My wife uses gnu-cash but is really frustrated because she has to
> switch to
>> various accounts to enter expenses.
>>
>> She wants one screen from which to do this. The ^T transfer is not
> idea for
>> multiple entry, and type-searching on the account selector only
> matches at
>> the start of the word so a unique portion of the account name can't be
> used
>> as a quick match.
>>
>> The closest I could get to what she actually wanted was to create a
>> general-ledger account where she has to enter two rows per income
> or
>> expense.
>>
>> On one row she records the expense name, the source of the money
> and
>> amount. This creates a corresponding entry in the bank account or
> credit
>> card with the transfer column set to "General-Ledger"
>> On the next row she records the expense category and same amount
> which
>> becomes an entry in that expense account with the transfer column
> also set
>> to "General-Ledger". Setting the transfer columns in each account to
>> "General ledger" is loss of information on those views.
>>
>> Proposal:
>>
>> What she would prefer is for the general ledger two have two
> transfer
>> columns and a single amount column (and no balance - which would
> be zero).
>>
>> Then she doesn't have to enter the same expense on 2 rows, it just
> becomes
>> a transfer account with two transfers on 1 row.
>>
>> And then in the corresponding source/dest accounts of the transfer,
> rather
>> than just list "General-Ledger" in the transfer column it should take the
>> entry from the General-Ledger transfer column and become
>> "General-Ledger(Expenses::Entertainment::Food)" and
>> "General-Ledger(Liabilities::Credit-Card)"
>>
>> Of course there could be more than one general ledger account,
> maybe they
>> could be named after who did the spending
>>
>> Such an account type with it's slightly different view would add
>> convenience as well as a new level of meta-data (person or purpose
> of
>> spending) as well as source of money and category of spending
> currently
>> employed.
>>
>>
>> I realise that if this is not possible in a simple way, that discussion
>> should move over to the -dev list.
>>
>> Sam
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