[GNC] Generating Yearly Figures for Accountant/Tax Return (UK)
G R Hewitt
hewittgr at gmail.com
Sun May 11 09:25:03 EDT 2025
Do you not have any accounts set up like 'Petrol', 'Internet', Charity'
etc., in you gnucash set up?
On Sun, 11 May 2025 at 13:17, Rich Stanton <richstanton at gmail.com> wrote:
> 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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