On 2025-05-11 10:11 AM, Rich Stanton wrote:
That's a big help thanks - doing it that way will let me set up reports where I
just need the total for the account, and there's a transaction name filter in
the options that I can use when I only need certain transactions within an
account. Thanks!
Rich
________________________________
From: Doug <lema...@internode.on.net>
Sent: 11 May 2025 14:55
To: Rich Stanton <richstan...@gmail.com>
Cc: G R Hewitt <hewit...@gmail.com>; GnuCash User List
<gnucash-user@gnucash.org>
Subject: Re: [GNC] Generating Yearly Figures for Accountant/Tax Return (UK)
I am no expert, but this sounds similar to Australia. I have set up transaction
reports (that I then ´saved´ the configuration)
that has the relevant accounts or sub-accounts selected. Then in ´general´ there is
an option for start date & end date.
Set these to start & end of Tax year (1 July to 30 Jun in Aussie). Each year it
is only a matter of adding new accounts,
& massaging the dates (resave the report if there are account changes so they
are picked up next year)
The report can either be totals, or itemised. I give my accountant itemised,
but they use the totals.
regards, Doug
For the future, Rich, if you know you need your car maintenance by car,
set up sub-accounts under Car Maintenance for each car. Set up a
sub-account of Charity for each charity (if you don't have a lot of
variation in your charity recipients). Set up your accounts in a way
that you won't have to filter transactions.
Then you can just run an income statement of totals for the year and
filter out only accounts that are not relevant to taxes (or leave them
in and trust your accountant to ignore them).
Reports > Income and Expense > Income Statement
To look at multiple periods at once, which can be nice to see how your
expenses have changed, instead choose Income Statement (Multicolumn) and
in the Options go to top tab General then choose:
Period Duration (pick year or quarter) - for what periods you want to
compare
Start Date (beginning of the first period you want)
End Date (end of last period you want)
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