[GNC] The equivalent for Quicken Tag

[Geoff]

Hi HH

 > This means a sub category for each charity.
No, a sub Account.  GnuCash isn't Quicken and you need to change your 
mindset to get the best results from using it.

 > In Stack Exchange, some suggested to use Note or Label.
As I said, there are several solutions to this scenario, here is another 
one that involves recording Notes on Transactions.

Open your "DONATIONS" account and from the main menu and click on View / 
Double Line from the main menu.
Every transaction will now show an additional field under the 
Description called "Notes".  Enter the Charity Name or Code here.

Sub-Accounts are validated at data entry.  There is no validation on Notes.

The scenario you adopt will also be influenced by the reporting you wish 
to do.  Experiment with the Profit & Loss Report, Transaction Report, 
and the Find Transaction (Edit / Find or Ctrl-F) functionality.

Hope this helps.

Regards

Geoff
=====
P.S. Thank you for supporting charities - it makes the world a better place!


On 29/04/2024 11:26 am, hh8923 at gmail.com wrote:
> Hi,
> 
> This means a sub category for each charity.
> 
> Now, if we have c categories and t tags, in Quicken we'd have c*t number of combination.  Creating 1 sub category for each tag under each category will be tedious.  In Stack Exchange, some suggested to use Note or Label.  But I could not seem to find them in the registry.  Is that possible?
> 
> Thanks
> 
> -----Original Message-----
> From: Geoff <cleanoutmyshed at gmail.com>
> Sent: Sunday, April 28, 2024 9:24 PM
> To: gnucash-user at gnucash.org; hh8923 at gmail.com
> Subject: Re: [GNC] The equivalent for Quicken Tag
> 
> Hi HH
> 
> There are several solutions to this scenario, here is one using the chart of accounts.
> 
> EXPENSES
> --AUTOMOBILE
> ----FUEL
> ----REPAIRS
> --DONATIONS
> ----CHARITY01
> ----CHARITY02
> ----CHARITY03
> --EDUCATION
> ----BOOKS
> ----FEES
> etc etc
> 
> Hope this helps.
> 
> Regards
> 
> Geoff
> =====
> 
> 
> 
> On 29/04/2024 11:03 am, hh8923 at gmail.com wrote:
>> Hi,
>>
>>    
>>
>> I'm new to GnuCash.  In Quicken, I use Tag a lot.  For example, I
>> create one tag for each charity and set a single category for Donation
>> and use Tag to track charity.  Search yielded discussion in 2017 as
>> the latest when it's not available.  What's the latest status?  If not
>> available, what would be the best way to handle the above example?
>>
>>    
>>
>> Thanks
>>
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