You’re very welcome, but please keep all discussion on the list and
refrain from e-mailing privately unless asked to do so.
Others will benefit from knowing what, if anything, helped with your
question!
Regards,
Adrien
On Feb 15, 2022 w8d46, at 12:21 PM, Robert Stocker <[email protected]>
wrote:
I just wanted to drop you a line to say that I tried the budget report which
you suggested back on 11 Jan 2022, and once I figured out how to narrow it down
to show just the data I needed, it's working like a charm. Much obliged!
On 1/11/22 6:24 PM, Robert Stocker wrote:
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 <[email protected]> wrote:
Date: Tue, 11 Jan 2022 17:14:29 -0600
From: Adrien Monteleone <[email protected]>
To: [email protected]
Subject: Re: [GNC] Trying to get report with total when account has
sub-accounts
Message-ID: <[email protected]>
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
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