Gal and Adrien -- I'm curious, does "method 1", i.e. tagging, allow for transactions having splits with varying tags? E.g., it is very common for one entity i work with to have a purchase transaction at Home Depot with items to be charged to different jobs, so the total expense needs to be split out. Interfaces to allow for seeing and entering/selecting specific jobs are needed. E.g. checkbook register needs to allow for job field on each line. E.g. journal entry interface has to allow for a job field, so that, for example you could make a correction moving an expense from one job to a different job. Do you think it possible to use tagging as you do it, to serve for coding jobs until GnuCash explicitly allowed them? --Don
<https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail&utm_term=icon> Virus-free. www.avast.com <https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail&utm_term=link> <#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2> On Sat, Nov 14, 2020 at 1:36 AM Gal <galb...@gmail.com> wrote: > Thanks Adrien, > I've also settled on method 1 and I share your view about it. > Another advantage I had in mind is that future change will be easier to do. > For example, if GnuCash implements classification feature in the future and > I'd like to take advantage of it, changing transaction notes will be easier > than fiddling with the chart of accounts and splits. > In addition, I keep the notes field exclusively for tagging. > > I also found that, for my own use, the transaction report very flexible. > Actually, the transaction & the net worth reports are the only reports that > I use, and in the case of the net worth report, filtering is unnecessary. > I agree that some other reports will benefit greatly from the filtering > option though. > As a note, I noticed that the Income and GST statement report does also > have > the filtering option. > > > > > Adrien Monteleone-2 wrote > > Gal, > > > > I use the first method and you've maybe come across threads here where I > > recommend it. > > > > The biggest advantage is keeping the Chart of Accounts simple. Depending > > on your needs, creating new hierarchies can get unwieldy very quickly. > > > > Method 1, also simplifies reporting. If you need a special report > > filtered to tags, you can get that, but otherwise, you don't have to do > > anything special for standard reports. > > > > The downside to Method 1 (and current advantage to Method 2) is not > > every report has the filtering option necessary to utilize it fully. As > > far as I know, this is limited to the Transaction Report. Thus, you > > can't use Method 1 for Balance Sheets or Income Statements. These would > > be most useful in the case of evaluating performance of separate rental > > properties, or long-term job profitability. > > > > Without implementing a separate feature just for additional dimensions > > of classification, adding the filtering option to the Income Statement > > and Balance Sheet (if not all reports) would allow users to tag as they > > see fit and craft needed reports with ease. > > > > Regards, > > Adrien > > > > _______________________________________________ > > gnucash-user mailing list > > > gnucash-user@ > > > 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. > > > > > > -- > Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html > _______________________________________________ > 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. > <https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail&utm_term=icon> Virus-free. www.avast.com <https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=webmail&utm_term=link> <#DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2> _______________________________________________ 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.
