Simple beginner help

[Sean Clarke]

Hi David,

Thank you for pointing that out.

The systems I've been using allow you to use, in the case of Flowzr which I
use on my Android phone

Categories (Groceries, Hosting, Rent etc) and sub categories
Payees (Vendors in other words - Store A, Restaurant B, Public Transport
Type C)
Projects (so you can group all income and expenditure relating to one
project into a group)  <-- this is very handy!
Location - useful for me as I spend my time between Bangkok, HK, Singapore
and Macau.
Photo.


Wave accounting has 2 sides, one for your business with invoices, etc  the
other for personal transactions.
When entering a personal transaction you can enter

Description
Vendor
Currency
Category
plus of course date, amount and account to credit or debit.


Flowzr has the upper hand by being a mobile app and having the 'Projects'
functionality.


The option to enter a Payee, where do I find that?    I thought I would be
able to use Vendors but I don't think that is what you mean, or is it?

Also, is there a way to group transactions under a project?   All of my
work is project based so that would be very useful.

Many thanks to everyone for the help so far!

Sean



On 14 October 2014 12:27, David T. <sunfish62 at yahoo.com> wrote:

> Sean,
>
> Mark is right about the complexity. However, it is possible to sort on the
> Payee in the reports options, so it would be possible to have an expense
> account for Groceries, and enter A&P as the payee for one transaction, and
> Safeway as another, and pull the info out at report time. Although it
> doesn’t seem to subtotal on payee, there may be a way around that as well...
>
> David
>
> On Oct 13, 2014, at 5:44 PM, Mark Phillips <mark at phillipsmarketing.biz>
> wrote:
>
> > Sean,
> >
> > You will end up with a massive chart of accounts....and spend a lot of
> time
> > allocating pennies to different buckets. You may loose site of the forest
> > as you count the needles on the pine trees.
> >
> > You could set up expenses with lots of sub accounts - organized by
> location
> > (restaurant, grocery store, etc) and then specific item (dinner, lunch,
> > milk, coffee, etc.). You can go as deep as you want. The advantage of
> this
> > method is you get a roll-up of the totals from the lower levels of your
> > massive spending tree.
> >
> > For example:
> >
> > Expenses - Groceries - Milk - Safeway, Walmart, Costco, etc.
> >
> > or
> >
> > Expenses - Groceries - Safeway - Milk, Coffee, Beans, Tuna
> >
> > Then, when you enter a Safeway receipt, just pick the Groceries -
> Safeway -
> > Milk account for your milk expense.
> >
> > All grocery spending rolls up to the top - Groceries, and each sub
> account
> > will roll up with a sub total for Safeway, then Milk.
> >
> > When you run a P&L report, make sure you tell the report configuration
> how
> > many levels deep you want to display.
> >
> > I would keep at least a six pack around when you enter the spending
> > information......seems very tedious. ;)
> >
> > It is none of my business, but I am curious why you want to know how much
> > you spend on milk at Safeway versus Walmart at the end of the
> > month/quarter/year. If you are looking for the best price, wouldn't it be
> > easier to check the prices on the Internet before you go shopping?
> >
> > Mark
> >
> > On Mon, Oct 13, 2014 at 6:52 AM, Sean Clarke <seanchk at gmail.com> wrote:
> >
> >> Hi all,
> >>
> >> I'm new to GnuCash having just installed it last night.
> >>
> >> Already I'm very confused as I can't seem to figure out how I use it.
> >>
> >> What I want to do is pretty simple (I think), I want to keep track of
> all
> >> my spending so for example today I had my haircut, had some lunch with a
> >> friend and then went to the grocery store and purchased a few items.
> >>
> >>
> >> How do I enter a transaction that shows not only how much I spent on
> lunch
> >> but where I ate, so at the end of the month (or whenever) I can see how
> >> much money I spent during the period at each different restaurant?
> >>
> >> How do I record the different items I purchased in the grocery store and
> >> which store it was so I can see how much I spend in different stores and
> >> how much (for example) I spend each month on Milk?
> >>
> >> I've managed to do very basic money in / money out transactions but I
> can't
> >> figure out the extra step of linking a transaction to a store (very
> >> important) or breaking down a grocery store receipt into items.
> >>
> >> Is this even possible?
> >>
> >> Thanks all,
> >>
> >> Sean
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