I have a massive chart of accounts, how can I search?
Mark Seeba
mseeba at streamwrite.com
Tue Apr 19 12:44:47 EDT 2016
I have the same problem as I am running multiple business units and break everything down for each. Searching the chart of accounts seems like an important feature and I use a workaround by saving the Account Summary report as a PDF and search it that way. Not ideal but it gets the job done.
Thanks.
Mark Seeba
Streamwrite
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From: gnucash-user <gnucash-user-bounces+mseeba=streamwrite.com at gnucash.org> on behalf of Graham Lane <grahamlane at gmail.com>
Sent: Tuesday, April 19, 2016 9:33 AM
To: Derek Atkins
Cc: gnucash-user
Subject: Re: I have a massive chart of accounts, how can I search?
The difficulty is that if I have a project that we dont get contributions
for very often, I cant always remember what sub-sub category it goes in.
The CoA I am following is something that United way dreamed up that has 2
primary types of income/expenses, and each of those have several subtypes
of income/expenses that can each have project restricted or not restricted
income/expenses for the same project meaning that some of it is in assets,
liabilites, income or expenses.
Its hard to remember the whole tree for something I access rarely. Think
of it like "labor" or "materials', and each gets a location in different
expense and income categories becasue each can depend on the type of
building, for profit or not for profit, restricted funds or from
unrestricted funds....It takes a while to find the word "materials" in one
of four sub-sub-sub group structures. But if I could search for "materials"
I could find all four and choose the right one much faster.
On Tue, Apr 19, 2016 at 11:20 AM, Derek Atkins <warlord at mit.edu> wrote:
> Hi,
>
> Graham Lane <grahamlane at gmail.com> writes:
>
>
>
> For what it's worth, my personal account tree has 486 accounts..
>
> So what exactly is so unwieldly? Keeping your accounts in hierarchies
> is exactly what you should be doing. Just make sure they are logical to
> you.
>
> Note that when you're entering transactions there are keyboard shortcuts
> to handle your account hierarchies. I.e. you can type:
>
> E x : U t : E l
>
> to get to Expenses:Utilities:Electricity
>
> -derek
>
> > On Mon, Apr 18, 2016 at 11:27 AM, Derek Atkins <warlord at mit.edu> wrote:
> >
> > trythis <grahamlane at gmail.com> writes:
> >
> > > I am dealing with a massive chart of accounts and sometimes
> finding the
> > right
> > > account takes a long time. Is there a way to search the accounts
> page?
> > > Sorry if I missed something obvious. /
> > > Thanks.
> >
> > Have you tried structuring your account tree to make it easier to
> find
> > accounts? My top-level CoA only has 5 accounts. Then each tree is
> > branched out. The largest single place in my tree is the first
> > sub-level of "Expenses", but since I rarely really look in that
> subtree
> > it's not a big deal to me. I just keep that part compacted; my whole
> > CoA that I leave open fits onto just over one visible "page".
> >
> > > Please remember to CC this list on all your replies.
> > > You can do this by using Reply-To-List or Reply-All.
> >
>
> --
> Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
> Member, MIT Student Information Processing Board (SIPB)
> URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH
> warlord at MIT.EDU PGP key available
>
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