[GNC] Generating Yearly Figures for Accountant/Tax Return (UK)

Rich Stanton richstanton at gmail.com
Sun May 11 08:15:28 EDT 2025


Hi, I'm in the UK and have all my accounts in GNUCash. I have to do a form for my accountant every year which includes how much I spent on particular categories - petrol, internet, charity x/y/z, etc etc - over the previous tax year. At the moment I'm manually doing a search for each item (date posted before/after the right dates, in this account, with this description), then do an account report on the resulting list to get the total. It works but is long-winded. It seems like there should be an easier way of doing things. Am I missing anything obvious - is there a specific report that will give me what I need?

Is there a way to set up some pre-saved searches that I can run each year as a batch, but just tweaking the year?

Or is there a way to nest searches so that I do a search for all transactions within the given time period, then run a secondary search for the particular account/description  within that, to avoid having to continually re-search on the same dates? I know I can refine a current search, but the results replace the original search rather than opening in a new tab.

Thanks!


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