[GNC] Reporting Woes - Newbie incompetence

[R. Victor Klassen]

I use a transaction report for what you seek.  With the right options I get the account, date, description and amount.  Copy paste the result into a spreadsheet 

Sent from my iPhone

> On Mar 24, 2023, at 12:30 PM, Michael or Penny Novack <stepbystepfarm at comcast.net> wrote:
> 
> 
>>> The end of the UK Tax Year approaches and I am thinking about my tax
>>> return. When I used Quicken there was a report that listed every
>>> transcation in particular accounts which was useful since not all my
>>> accounts are related to the Return.  I had been hoping to do the same in
>>> GNU but I don't seem to be able to find a way to do something so simple.
>>> (Yes I have read all about Reporting but am not a lot the wiser)
>>> 
>>> Opening a relevant account, choosing Select All, Copy and Paste into a
>>> spreadsheet does not seem to be possible either.
>>> 
>>> I am sure that somebody has worked out how to do this hence my request.
> 
> Keep in mind jurisdictions differ, so what I am about to describe would be US (and 501(c)3 non-profits)
> 
> Gnucash is a basic accounting system, keeps standard double entry books. You need to set up your CaO so that the data will be usefully grouped for tax and other reporting purposes. BUT .... also keep in mind that you might have to do some work outside of gnucash because you might need to be reporting to different entities (the state might require different from the feds) and you can have only one hierarchy of accounts.
> 
> For example, "printing and postage" is a line item on the 990/990-EZ *Federal" so each expense parent that has those as a component of that parent's total* should have a separate "printing and postage" child. If what you "pay" and intern is partly PAY and partly Mileage Reimbursement you'd want those as separate children under that intern (because the pay part might mean a 1099-MISC)
> 
> In other words, it is going to be up to YOU to create a suitable CoA so it will make it easy to get the data you need for the reports you must fill out.
> 
> Michael D Novack
> 
> 
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