[GNC] Dimensions in Accounts

David Carlson david.carlson.417 at gmail.com
Mon Apr 29 12:47:24 EDT 2019


The tax report has a little known option to assign an account to "Copy 2"
ie a different tax return.  Ithink it is intended for couples filing
separate return s, but it could be used other ways.

On Mon, Apr 29, 2019, 11:38 AM Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> 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
> >
>
>
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