[GNC] Custom GnuCash 5.x Transaction Report with Tags
Vincent Dawans
dawansv at gmail.com
Thu May 18 13:02:19 EDT 2023
Hello. I am sharing with the list a custom report (based on the Transaction
Report) that provides some basic features related to the long-discussed
request of being able to use orthogonal categories, classes, tags or
"analytical dimensions" to retrieve and group transactions across several
general ledger accounts. See https://bugs.gnucash.org/show_bug.cgi?id=113772
This proof of concept only focuses on producing a transaction report sorted
and grouped by user-defined tags. Whether a final version of this report
makes it to the official GnuCash release depends on a lot of factors and a
lot more testing, user feedback and documentation.
In the meantime I am making these changes available as a custom report so
that users can start using it (if they wish) and provide feedback. For now
the best place to provide feedback if there is any is on the official Pull
Request itself Gnucash/gnucash#1623
Because this is designed as a custom report, it can be easily installed and
uninstalled and does not modify the core GnuCash files nor the data file
(beyond the user-defined tags added manually by the users themselves of
course). This is for version 5.0 and above only.
See basic documentation, screenshots and installation instructions here:
https://github.com/dawansv/gnucash-transaction-tags
Limitations
This custom report is not a feature-rich solution. It only provides one
type of report (similar to the existing transaction report) and does not
provide any feature to "bulk manage" existing or future user-defined tags.
So there is no feature to bulk rename, bulk move or bulk delete tags for
instance. All changes to the data file (adding and changing tags) are done
manually by the user. This feature only provides a custom report that uses
tags as created by the user.
Sincerely,
Vincent Dawans
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