[GNC] Report question

Adrien Monteleone adrien.monteleone at lusfiber.net
Thu Feb 9 09:34:43 EST 2023


Eric,

When starting a new topic, rather than replying to an existing one, 
simply send a new message to the list address. Otherwise, it might not 
get noticed.

------

As to your specific question, I'm not sure how you're dividing up your 
Ordinary & Exceptional expenses. GnuCash doesn't have a means (as of 
now) to divide Expense or Income reporting on a P&L/Income Statement 
into any sort of categories or classifications. (commonly used in 
Managerial Accounting)

Option 1
--------

Create an intermediary placeholder account for Ordinary & Exceptional 
under the main Expenses account:

Expenses:Ordinary
Expenses:Exceptional

and then place your various expense accounts under these.

Use the Multi-Column Report, place a P&L in each column, set one for 
Ordinary and only 1 level so you'll get just the total, set the other 
for Exceptional and set it for ALL levels. (or however many desired) 
Only include the relevant accounts in each. The technically don't have 
to be in separate side-by-side columns. Think of them more as 'sections' 
or 'frames'. The Dashboard is an example of this.

If you mostly have a case where set accounts don't fall under either 
classification on an exclusive and regular basis (that is, sometimes 
they are Ordinary, sometimes not) then your best bet would be:

Option 2
--------

'Tag' your Memo or Action fields with 'Ordinary' or 'Exceptional' as needed.

Then run a Transaction Report using the preferred tag as a filter.

Unfortunately, you'd have to do this separately for each tag, as even 
though you could write a REGEX to cover both, it would not separate them.

Option 3
--------
Run a regular P&L, export or copy/paste to a spreadsheet app and 
manipulate further as desired.

Regards,
Adrien

On 2/9/23 7:48 AM, Eric Coates via gnucash-user wrote:
> Good afternoon
> 
> I've decided to do some exploration of the Reports option in GnuCash, 
> specifically the Reports/Income & Expense/Profit & loss.
> 
> The default settings give me much of what I want but ...
> 
> I have two classes of Expenses, "Ordinary" and "Exceptional"; I want the 
> full breakdown of the Exceptional expenses (which is provided) but I 
> only need the total for the Ordinary expenses. After a few hours of 
> clicking check boxes I've not been able to get what I want - is it 
> possible?
> 
> I'm old enough it's not always possible to have what I want (and frankly 
> I can live with what is provided) but it would be nice!



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