[GNC] QUESTION: transaction classes (tags) like QuickBooks?

[D.]

Zi,

Welcome to the world of GnuCash. As a user of GnuCash for nearly 15 years, I can tell you that it's a feature-rich application with a great user community.

Unfortunately, "classes" is not one of those features. It has been discussed for as long as I can remember (e.g., https://lists.gnucash.org/pipermail/gnucash-user/2001-October/002612.html, https://lists.gnucash.org/pipermail/gnucash-user/2007-July/020856.html, https://lists.gnucash.org/pipermail/gnucash-user/2010-December/037498.html), and users have an established request for it to be added (see https://gnucash.uservoice.com/forums/101223-feature-request/suggestions/1543027-transaction-classifications).

The developers are aware of these requests and discussions, but have not to date found time to implement the feature. Since this is a volunteer-run open source project, we accept both the limitations of the program and the input of interested parties who may be able to add a given feature such as this to the program. Examining the threads through the years will yield a number of workarounds that users have cobbled together. 

Despite its limitations, GnuCash remains for me a powerful and useful program. I heartily recommend it. 

David T. 


-------- Original Message --------
From: Zi via gnucash-user <gnucash-user at gnucash.org>
Sent: Sun Jun 21 15:18:25 EDT 2020
To: gnucash-user at gnucash.org
Subject: [GNC] QUESTION: transaction classes (tags) like QuickBooks?

Hi

I've used QuickBooks for years and am seriously considering finding a (*non*web based) alternative. GnuCash looks very promising, but here's the million-dollar question (and yes, I browsed the whole site, the manual, the FAQ, etc. trying to find an answer to this question!)

In addition to the accounts and sub-accounts that inform reconciliation and P&L type reporting, is there a way to *class* transactions the way QuickBooks does? In other words, can one, while entering a transaction, enter something like the following:

(vendor) Local Electricity Provider
(amount) $ total amount of bill
(split line one account) "utilities" AND THEN
(*class*) address of investment property and unit #
(split $ amount for this property)
(split line two account) "utilities"
(*class*) address of *other* investment property and unit #
(split $ amount for *that* property)
etc.
thus allowing a property manager to show expenditures around *each particular* property.

OR for instance one travels sometimes, and needs to record the expenses.
Like, the appropriate transaction accounts for such would include "meals", "lodging", etc. and the CLASS for each could be "Las Vegas 2020", or "Phoenix 2019" thus giving one a way to show the expenditures for a *particular* trip.

If GnuCash provides this functionality, I will likely switch over to it! If, however, it does not, Intuit must, sadly, still win.

Thanks so much!

Sent from ProtonMail mobile
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