It's not so much filtering, more grouping of cost components by say Tractor
using your example. I use quickbooks classes to do exactly that on
the farm. It's an essential management feature described in
https://bugs.gnucash.org/show_bug.cgi?id=113772#c6 but it's not offered in
GnuCash and the workarounds aren't practical. You want everything for an
entity in one book but you need another data field to run reports against.
Try https://kmymoney.org/ tags.

I am going to try to describe what "tags" are and do (this other data fields like "classes")

They are "selectors". They are letting you (if your bookkeeping app has this feature -- it is NOT part of standard accounting) set up in advance a selection of accounts for a report or reports. In other words, they are letting you run issue a command like run ReportA or ReportB applying selector Y (or X or Z)

In a standard accounting package, you do this by running ReportA (or ReportB) and at THAT time (not in advance) you indicate what accounts are to be included/excluded. If you expect to be running again with the same subset of accounts you can SAVE that report so you only do that specification of accounts once.

If it looks like a lot more work specifying the accounts remember you DID go through all that when you assigned the "tags" (you decided which accounts got tagged with that identifier).

Now if you ask me WHY accountants (and thus standard accounting) prefer deciding what gets included at report time (as opposed to at CoA setup time) I suspect it is because they expect more or less constant changes to the reports they are asked to produce. They prefer to do that in the report rather than going back to the CoA to ad a new "tag" or "class".

Let me ask you a question (since I haven't used QuickBooks for any org since 2006). How many "classes" can be assigned to the same account? In other words, can an account be a member of many different "classes"? If that is not possible, if only one, then it should be obvious why an accountant would find pretty useless.

Michael D Novack



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