[GNC] Dimensions in Accounts

[Christopher Lam]

Assuming you both have individual accounts, you can already set up a
hierarchical structure with parent 'owner' (set as placeholder) with
children asset accounts 'husband' and 'wife'. If you have a joint account
then stick to 1 account for both.

The main advice we can offer is to stick to "1 GnuCash asset/liability
account = 1 Bank/Creditcard/Loan Account", which will facilitate
reconciliation, and "1 GnuCash income/expense account = 1 income/expense
*category*" where category reflects the Quicken terminology.

If you have individual accounts, you can use a symbol to tag them eg "#"
for yourself and "@" for wife, and the Transaction Report filter can be
used to select the accounts for reporting at your leisure.

So a sample chart may be:
- Asset
 - Bank
  - Husband#
  - Wife@
 - Fixed
  - House
 - Investments
  - Funds
- Liability
 - Loan
- Income
 - Husband Salary#
 - Wife Salary@
- Expense
 - Combined@#
 - Husband#
 - Wife@

Thereby filter with account filter '#' will report on all your
transactions, and @ with the wife's.

On Mon, 29 Apr 2019 at 10:21, Sachin Danave <sachin.danave at gmail.com> wrote:

> Sorry I was not clear on my requirement.
>
> I want a Classification field which is attached to an account. This could
> be an "owner", so while we have a single Parent Bank account, and 2
> accounts of me and my wife below it, I need something to tag these
> accounts. That way, when I run a report, I will be able to segregate these
> accounts.
>
> Other option is to have a separate hierarchy, but that just increases the
> number of accounts.
>
> In general, can we add any custom fields at all to the tables / forms ?
>
> I work for an ERP Software company and this is a fairly standard feature
> across such packages.
>
> Thank you all for your response. It has been really heartening to see all
> of you responding.
>
> By the way, I am very happy with Gnucash features - it is a very feature
> rich system. The Get Quotes works intermittently, but that is something I
> can put up with.
>
> Thanks and Regards
>
> Sachin
>
> On Mon, Apr 29, 2019 at 3:04 PM Jeff Abrahamson <jeff at p27.eu> wrote:
>
> > If I understand the original question, this is requesting analytical
> > accounting features.  This has been mentioned before on this list.  I
> > don't believe gnucash currently provides this, thought I'd be very happy
> > to be proven wrong, as it's  a feature I also would like.
> >
> > Jeff
> >
> >
> > On 29/04/2019 09:36, Colin Law wrote:
> > > Is it a big complication to have top level asset accounts Me and Wife
> > > (or whatever) with the relevant bank accounts under them?
> > >
> > > Colin
> > >
> > > On Mon, 29 Apr 2019 at 05:03, Sachin Danave <sachin.danave at gmail.com>
> > wrote:
> > >> Dear All,
> > >>
> > >> This may sound like a feature request, but just wanted to know if
> > anything
> > >> like this already exists.
> > >>
> > >> I am preparing accounts for 2 persons (me and my wife) in the same set
> > up.
> > >> That gives me an advantage of seeing the whole financial status at one
> > go.
> > >> However, for Taxation purposes, I would like to have a dimension that
> > >> specifies the owner of an account. E.g. A Bank account that is owned
> by
> > me
> > >> and a bank account owned by my wife. I could do this using
> Subaccounts,
> > >> however, that complicates the Chart of Accounts substantially.
> > Traditional
> > >> accounting packages deal with this by allowing to define a dimension
> to
> > >> different accounts, whereby you can classify the accounts. This
> > >> classification field then can be used in reporting.
> > >>
> > >> My basic question is, can we add such "custom" fields in Accounts ? If
> > so,
> > >> any guidance is welcome !!!
> > >>
> > >> Thanks in advance
> > >>
> > >> Best Regards
> > >>
> > >> Sachin
> > >> _______________________________________________
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> > --
> >
> > Jeff Abrahamson
> > +33 6 24 40 01 57
> > +44 7920 594 255
> > https://www.p27.eu/jeff/
> > https://www.transport-nantes.com/
> >
> >
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