Thank you! I will definitely look at budget reports and the P&L/Income statement as alternatives. And thanks for the other advice as well, though after having massaged my various accounts/categories over the last 28-ish years (I started with CA-Simply Money), I'm pretty happy with how I have that side of things set up. :)
On Tue, Jan 11, 2022 at 6:38 PM <gnucash-user-requ...@gnucash.org> wrote: > Date: Tue, 11 Jan 2022 17:14:29 -0600 > From: Adrien Monteleone <adrien.montele...@lusfiber.net> > To: gnucash-u...@lists.gnucash.org > Subject: Re: [GNC] Trying to get report with total when account has > sub-accounts > Message-ID: <srl30m$17ca$1...@ciao.gmane.io> > Content-Type: text/plain; charset=UTF-8; format=flowed > > Why not use the Budget Report? It rolls up sub accounts, and shows a > variance if you like. > > I'm pretty certain you can restrict the accounts reported on as well to > reduce clutter. > > Another option is to use the P&L/Income Statement, select just the > expense accounts you want. There is an option for the Parent amount to > include the Child amounts or not. You can also report them separate and > still get a Grand Total which rolls up the Parent and the children if > you like. > > ----- > Finally, I'd advise to keep *all* parents as placeholders only if > possible. Create another child account to hold the transactions > currently residing there. But this is a personal preference. > > I went through various refactors of my food/dining accounts as I crafted > them to better show me *why* not just *where* I was spending money. > > So I've gone full nerd and done the following: > > Entertainment:Dining > --Alcohol > --Breakfast > --Lunch > --Dinner > --Snacks > > Food:To-Go > --Breakfast > --Lunch > --Dinner > --Snacks > > I also track gratuities separately 'cause I can get carried away some > times and I want to know if that's why my food dollars are disappearing > so fast. > > Gratuities > --Other > --Dining > --Entertainment > --To-Go > > That Alcohol category is just for out in restaurants when I'm dining. I > have a separate "Entertainment:Sympinein" for when I'm just out for > drinks with friends; and "Groceries:Alcohol" for packaged stuff from the > grocery store! > > I'm by no means suggesting anyone go this crazy, but it helped me get a > fast handle on money that seemed to disappear into the ether. I've since > turned that info into budgeting for each. And you don't even want to see > my 'Grocery' account tree! (I use it for balanced food planning too, > which also helped me cut my Dining budget drastically and zero To-Go > entirely.) > > Regards, > Adrien > > _______________________________________________ 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.
