[GNC] Transaction Linked Document - acceptable Linked Location values
Adrien Monteleone
adrien.monteleone at lusfiber.net
Thu Jan 29 20:19:30 EST 2026
I get the use case, but I'm not sure that workflow is necessary. And
could be more effort than needed.
You can link documents to individual transactions.
For example, I have a 'opening balance' transaction for my house. Linked
to that is a multi-page PDF of the title and all loan/payment documents
to that point. (since I didn't open the account until many years after
buying the car)
The same goes for my house and any other assets I track.
Investment transactions can have their own individual links. You don't
need to have fake accounts just for linking documents, unless, that is,
I'm misunderstanding what it is you are trying to accomplish.
Regards,
Adrien
On 1/29/26 7:07 PM, Kalpesh Patel wrote:
> My overall use case is rather a bit "out-of-the-box". My first use case is that I have created an asset type account called "documents" which then has zero dollar entries pointing to important scanned documents -- like deed for real estate holdings, title for cars, legal and estate documents, etc. This is where "Link File" works fine. My second such use case is that my investment account hierarchy is setup with like for example Fideler-IRA as the parent and then a single zero dollar entry in that register that has "Linked Location" with all of the pertinent statements for that particular account. Then when I deposit latest one in the actual folder location, I reconcile that account. The reconcile date helps me keep track of what account was last reviewed and when. Rinse and repeat for others in similar fashion. This is where "Link Location" works fine. Come to think of it, changing the date for that single zero dollar entry can also serve that purpose.
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