> Christopher, thank you. Let me ensure I understand. > and 2. When Account tab filter is set to "Include," and > Asset:Bank:Current, Filter-Type: Include to/from, Filter-By: > Expenses:School:Fees --> will show only school > fees. > Comment: "Include" appears to me to work similarly to the exclusionary > Boolean "AND" operator, since the system will only report the intersection > of the two sets. "Exclude," then, should show everything except the school > fees, and appears to operate as a Boolean "NOT" operator. > 3. Filter tab: Account Name Filter: Comment: This is another way to > accomplish what might have selected on the Account tab and is not a > completely separate function. >
Correct. Case example. My book as numerous household expense accounts, e.g. Expenses:House:Electricity, etc. My accountant lets me deduct a proportion of house electricity bills for home office, and when I submit my annual statements, I find it error-prone to carefully select from the Accounts tab. Hence I modified the transaction report in 2017 to offer the ability to tag the desired accounts with "^" e.g. Income:Job^, Income:Bank-Interest^, Expenses:House:Electricity^ which means an account fullname filter for '^' gets me everything I need for my annual tax. The accountant then gets the responsibility of calculating the proportion of home office use. > With this new understanding as a baseline I'll practice a few reports. I do recall, however, that prior to selecting filter accounts on the Accounts tab, I used the Transaction Filter and needed the Filter By "Exclude" in order to achieve anything useful. I expect I should have chosen "None" if I were not going to select a Filter account Correct. the Filter-By and Filter-Type were old-style account-only filtering options and it would be confusing to users to find the option names modified or removed. See amendments to transaction.scm in https://github.com/Gnucash/gnucash/commit/5eb7ddb4e9 originally from 2001. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
