[GNC] The equivalent for Quicken Tag

gnucash at 4forl1st5.slmail.me gnucash at 4forl1st5.slmail.me
Mon Apr 29 08:21:37 EDT 2024


On Monday, April 29th, 2024 at 10:48, hh8923 at gmail.com <hh8923 at gmail.com> wrote:
> 
> It’s more challenge to solve the general problem. For example, there
> are multiple sub-account under main Account “Travel”.
> The Tag is used to select the travel destination.
> This creates a 2-D setup where you can track different
>  expense types for each destination.

Slightly different thinking required for GnuCash

In general, let's say you have

Expenses
    Travel
        Accom
	Excursions
	Flights
	Insurance

but to break things down by destination, move to using

Expenses
    Travel
        Dest1
            Accom
	    Excursions
	    Flights
	    Insurance
        Dest2
            Accom
	    Excursions
	    Flights
	    Insurance

Then again, unless your trips to more than one spatial 
destination overlap in time, and you often find yourself 
in two places at once, maybe limit your reporting by the 
start and end date of each trip?


Another way to do "tagging", although you might actually lose
some visibility, depending on how good your report writing
is, would be to create a "placeholder" Equity account for 
each Destination, as the "tag", so

Equity
    Dest1
    Dest2

and make each Expense be a Split containing the actual
Tcategrory amount, say to Accom, plus a Zero amount TXN
to, say, Equity:Dest1

That way, when you look at the TXNs in the Equity:Dest1
account register, you would at least have all Dest1 TXNs
grouped together, although they'd all show as "Split", in 
the register, unless you turned on View->Transaction Journal
and even then you would still only be viewing the categories,
not really collating across them.

As I say though, I'm even less sure whar any of the standard
reports, made against that account structure, would produce.


Finally, although it's been ages since I did anything with
the Business parts of Gnucash, maybe there's a way, using 
its Customer and Invoice functionality, to overlay a form
of "tagging/compartmentalisation" on top of transactions.





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