[GNC] Determining HST Amounts from bank postings

[Pat Buckley]

Reply to message:

Thanks for your reply Liz. Your description is of a manual process that 
I'm quite aware of. I'm hoping to somehow integrate the sales-tax table 
into some more automated method of splitting items with sales tax 
because there are so many thousands of items like this and doing manual 
entries is rather time consuming and should be unnecessary effort as the 
process is so repetitive. I'm hoping to:

1. automate process using Sales Tax table rather than needing to type in 
value each time an item is split
2. get this to happen automatically when do splits on all items of many 
sub-accounts of Expenses, like, say, Expenses::Car, or, even better yet 
for items assigned to Expenses::Car have automatic splits of each item's 
total into (1) total-minus-tax and (2) tax - since almost all items 
assigned to Expenses::Car are split into (1) total-minus-tax and (2) tax.
3. get splits on existing items in, say, Expenses::Car to keep initial 
total when do splits on them - right now when do a split on an item in 
Expenses::Car, value assigned to split is added to the prior total of 
the item, rather than having original total for item and ideally have 
new value on the split subtracted form the initial value - the end 
result is that the total for the item is larger as it adds sales-tax 
twice to and item. This makes no sense as it is incorrect as the bank 
has recorded for me the true total. I want to split this total into 
item-value and tax.

-- original message ------------

*Liz* edodd at billiau.net 
<mailto:gnucash-user%40gnucash.org?Subject=Re:%20Re%3A%20%5BGNC%5D%20Determining%20HST%20Amounts%20from%20bank%20postings&In-Reply-To=%3C20250817174347.0077d390%40zenbook3.billiau.net%3E>
/Sun Aug 17 03:43:47 EDT 2025/

  * Previous message (by thread): [GNC] Determining HST Amounts from
    bank postings
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/117273.html>
  * Next message (by thread): [GNC] Determining HST Amounts from bank
    postings
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/117275.html>
  * *Messages sorted by:* [ date ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/date.html#117274>
    [ thread ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/thread.html#117274>
    [ subject ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/subject.html#117274>
    [ author ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/author.html#117274>


------------------------------------------------------------------------

On Sat, 16 Aug 2025 22:19:28 -0400
Pat Buckley <eq956 at ncf.ca <https://lists.gnucash.org/mailman/listinfo/gnucash-user>> wrote:

>/I see that HST amounts can be added to Invoices and bills. I do not />/use invoices or bills. I just use files from the bank accounts and />/credit cards. Is there a way that I can use a SALES-TAX-TABLE to />/determine the amount to put in EXPENSE::HST account? I tried using />/SPLIT-TRANSACTION either on the Assets::Current Assets::Checking />/Account. Is there a way that entries in Assets::Current />/Assets::Checking Account can be SPLIT into item-cost and HST ? I do />/not see a way. Similarly, I tried to SPLIT entries in, say, />/EXPENSES::Household. />//
Yes there is a way to split the transactions.
I am thinking from your post that you are not yet able to make
multisplit transactions, so I am inserting two links, one to written
instructions and then one to a video. The video is referring to older
version, but that should make no difference.
https://gnucash.org/docs/v5//C/gnucash-manual/trans-multi-enter.html
https://www.youtube.com/watch?v=IspbOCaeZpo

You split can be done from any of the accounts you mentioned, but I'd
recommend your cheque account.

Mine is simple arithmetic - the tax is one eleventh of the total.
I put in the total.
I put in the tax amount by entering the arithmetic in the amount box
and pressing enter [total / 11]
Then use an arrow up, the remainder will appear in another box
below ready for the expenses account to be selected.

Liz

------------------------------------------------------------------------

  * Previous message (by thread): [GNC] Determining HST Amounts from
    bank postings
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/117273.html>
  * Next message (by thread): [GNC] Determining HST Amounts from bank
    postings
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/117275.html>
  * *Messages sorted by:* [ date ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/date.html#117274>
    [ thread ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/thread.html#117274>
    [ subject ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/subject.html#117274>
    [ author ]
    <https://lists.gnucash.org/pipermail/gnucash-user/2025-August/author.html#117274>


------------------------------------------------------------------------
More information about the gnucash-user mailing 
<https://lists.gnucash.org/mailman/listinfo/gnucash-user>