[GNC] Dimensions in Accounts

[Adrien Monteleone]

You shouldn’t need to create special account trees or sub-accounts. (but by all means, if you have individual accounts, you should track those separately)

The Transaction Report allows you to filter based on text found in Description, Notes, Memo, etc. You could place a ’tag’ in one of those and use it to filter a report for each of you.

It is unfortunate that the P&L (Income Statement) does not have this feature, but you can get most of the way that with a well crafted Transaction Report. You might have to export it to a spreadsheet if you want to prettify it into a proper Income Statement.

Since you mention your interest to use this for tax purposes, check out the Tax Report options. There might be something there which can help. (I think those settings are also by-account and are ‘all or nothing’ without filters though. I don’t use it, so I can’t say for sure)

If you do have real separate accounts and have those in your tree, you don’t need to tag them also. When you run your reports, simply unselect the account(s) you don’t want to report on, save that as a new configuration and then you can re-use it in the future.

Regards,
Adrien

> On Apr 29, 2019, at 5:18 AM, 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
>