Transactions on behalf of someone else
David T.
sunfish62 at yahoo.com
Sun Feb 23 18:55:30 EST 2014
Since you have each person’s bank accounts separate, it seems to me you could run a report that uses the individual's bank account as the filter by account.
Create a transaction report, open the report options and select the expense account(s) you want to see in your report. Below the selected account(s), select the bank account of the person whose transactions you want to track (Roky, for example), and set the Filter type to be “Include Transactions To/From Filter Accounts”. (Be sure to set the other report options, such as date range, as well!)
David
On Feb 23, 2014, at 12:56 PM, Cristian Marchi <cri79 at libero.it> wrote:
> Il 23/02/2014 21.43, Roy ha scritto:
>> Hello!
>> I have recently installed GnuCash, played around with it and "scanned" the manual: but I still can't find how to do something that I used to do with my previous accounting tool (Quickbooks).
>> Here is the account structure I wish to use for my family (that's the structure I used in Quickbooks before):
>> Bank accounts for each family member:- Roky- Father- Mother- Brother
>> Expense accounts:- Car (gaz, repairs, ...)- Clothing- Medications- ...
>> Income accounts:- Salary- Gifts- ...
>> Equity account:- Opening balance
>> Accounts PayableAccounts Receivable
>> Let's say ALL members of the family use the car, receives a gift, receives a salary and buy clothes. 1) How can you get out of gnucash something like "how much money Roky spent on the car this year?"(if you look at the 'car' account, you get the total spent for ALL, not for Roky only...)
>> Also, sometimes on his way home Roky stops at the pharmacy and buy medications for his Father (and don't want reimbursement). Although other times, Father will buy his medications himself. 2) It would be nice to track "how much money on medications Father needs every year?" (whether the spending is done by him or by Roky)
>> I really hope these two issues can be handled in gnucash...!Any help on this is greatly appreciated,
>> Sincerely,
>> Roy
>>
> You can do this in two different way (maybe other ways are possible)
> - make subaccounts for every user (f.e. under Car:gas account create 4 subaccounts named "Roky", "Father", "Mother" and "Brother" then when you insert gas transactions in the register, assign them to the relevant subaccounts.
> - add a specific string text to transactions note to identify the user (Roky, Father etc...). Then you can do a seaach on transactions that contains a specific text string and run a report against the search results (eventually filtering by account).
>
> Regards
> Cristian
>
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