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

[Adrien Monteleone]

While there is no official ‘class’ or ’tag’ facility, you can still accomplish this somewhat.

You can do searches on any text located in any text field, Description, Memo, Notes, Action, Num, etc.

Thus you can create your own tagging system using # or @ if you like. (or any other symbol or even emoji as those are now supported)

Most reports have a Filter option where you can only report transactions that match (or exclude) the Filter text. Unfortunately, the report filtering only works for Description, Notes, and Memo fields.

Both Edit > Find & (report) Options > Filter allow regular expressions.

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Concerning the ‘finding files’ threads, those all have been user issues. GnuCash hasn’t been eating data. (though you should always have a backup available for *any* important data for *any* app.)

I’ve been stepping through 3.0-3.10 and with the exception of a display discrepancy back at 3.1, I haven’t had any major issues. (plenty of small, minor bugs, but that is to be expected, and most of them were quickly fixed after reporting)

Of course, upgrade at your own pace. I believe the official policy is to support the current and most recent major version. So after 4.0 is out only the 3.x series will continue to be ’supported’ but I don’t think you’ll see any additional 3.x releases to fix bugs. The wiki has more info on this.

Regards,
Adrien

> On Jun 22, 2020 w26d174, at 7:06 AM, Adrian Yong <adrianyong.88park at gmail.com> wrote:
> 
> Hi Zi,
> 
> I was a QB user as well and have recently switched to Gnucash...
> 
> I have tried splitting expenses claims like Quit Rent & Assessment as an
> expense claim but split into Quit Rent and Assessment as separate Expenses
> in P & L...
> 
> The one thing which I have trouble with is the General Ledger which QB
> lists the opening and closing balances and all the transactions in between
> for individual ledger accounts... In Gnucash, you won't get that but the
> argument is we enter data using a double entry procedure, so *assuming that
> the transactions are entered correctly,* the opening and closing balance
> should be reflected in the Account Tree or Balance Sheet...
> 
> As I am not super confident that the transactions are entered correctly, I
> do have a problem with this...
> 
> As Gnucash is still under development, there are a lot of updates and I am
> hearing of people having difficulties in locating their files after
> updating... I think the current version is 3.10 and I am on 3.x... I have
> this fear of updating to 3.10... Maybe I will do it after my auditors
> confirmed that they have got everything they need...