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

[Steve Butler]

Sounds like a Profit/Loss statement with the expense accounts set up into
the grouping your accountant wants.  Then adjust the report to show only
those accounts and save it for next year.

On Sun, May 11, 2025, 05:17 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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