[GNC] Reorganize Trading accounts

[Adrien Monteleone]

It might be easier at this time to keep separate books and then export 
and manipulate further in a spreadsheet for the combined reports. (while 
I understand some reports can be either consolidated or separate, the 
fact that you need separate Balance Sheet Reports tells me the books 
should be separate)

Maybe when/if some sort of tag/category ability is added to the Balance 
Sheet & Income Statement report (like the Transaction Report regex 
filter) then you can have a consolidated book filtering those reports 
for the type of transaction (Personal, Business, Trust)

Alternatively, since the Transaction Report has this ability, you could 
maybe get close enough using it and then finish that off in a 
spreadsheet and keep the consolidated book as-is, save having to go back 
and 'tag' all of your existing transactions in either Description, 
Notes, or Memos. (you could also do separate Find operations based on 
those tags and then export those results as an Account Report for 
different sections of the Balance Sheet & Income Statement)

I think your proposed alternative of replicating accounts can also work 
as there are some folks using that method for managing projects and 
properties. Only you can decide based on your circumstances how much 
work that will be to set up and then maintain and work with.

Regards,
Adrien

On 4/23/23 1:36 AM, Fred Tydeman wrote:
> I have a business, a trust, and my personal items.  Both the business
> and the trust are passthru items for income tax purposes.  So, for a
> tax report or a net worth report, it would be best if all three were
> in the same file.  But, for balance sheet or income statement, it would
> be best if the business and trust were each in their own file.