monthly (but not date based) income/expense report

[David T.]

If I were forced to wrap my head around this, I would use the decidedly imprecise and unprofessional technique of using the transaction number field to code each transaction for a given period (e.g. "2014-01"). Then, I could create a transaction report that searched for "2014-01." I'd probably also have separate income accounts for each contributor.

David


________________________________
 From: Don Coleman <don at coleman.org>
To: gnucash-user at gnucash.org 
Sent: Tuesday, September 16, 2014 8:45 AM
Subject: Re: monthly (but not date based) income/expense report
 


I've figured out how to make this work for me ... I'm now generating
(via my custom monthly bills calculator) QIF rather then OFX data, so I
can use QIF's Category field to specify the transfer account for each
transaction... so now I don't have to manually use the gui to select the
month account for each transaction during import.  Now it's just about
10 clicks total for reconciling each month (the qif import process is
quite chatty).

Much easier, and less error prone, then having to selecting the month
for each transaction of every month.

Still have to use two gnucash files ... one for the monthly reconciling
(the two accounts for each transaction are the real bank account and a
month account) and another for expense/income type tracking (the two
accounts for each transaction are generally a bank account and a
expense/income account).

Cheers,



Don
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