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

[G R Hewitt]

---------- Forwarded message ---------
From: G R Hewitt <hewittgr at gmail.com>
Date: Sun, 11 May 2025 at 14:47
Subject: Re: [GNC] Generating Yearly Figures for Accountant/Tax Return (UK)
To: Rich Stanton <richstanton at gmail.com>


I use the profit and loss report for expenses information and alter it to
suit i.e.,  just choose the expenses, then choose the date range.
That produces a report of all my expenses for a given period.
You can choose as many or few individual accounts as you want as well as a
number of options that affect the display.
I haven't had the need to try, but I think you can export it for a
spreadsheet, or pdf etc.

On Sun, 11 May 2025 at 14:36, Rich Stanton <richstanton at gmail.com> wrote:

> Yes - so if I need to know how much I spend on one of my professional
> fees, I'll add search terms for date (previous tax year), the
> 'Non-reimbursed Job expense' account, and the name of the specific
> professional society.
>
> Or if I need to know about car maintenance, I can search for the dates &
> the car maintenance account, then manually add up the items of maintenance
> that correspond to each car.
>
> Like I say, it works, but it's not very efficient!
>
> Rich
>
> ------------------------------
> *From:* G R Hewitt <hewittgr at gmail.com>
> *Sent:* 11 May 2025 14:25
> *To:* Rich Stanton <richstanton at gmail.com>; GnuCash User List <
> gnucash-user at gnucash.org>
> *Subject:* Re: [GNC] Generating Yearly Figures for Accountant/Tax Return
> (UK)
>
> 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!
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
>