It might be easier at this time to keep separate books and then export
and manipulate further in a spreadsheet for the combined reports. (while
I understand some reports can be either consolidated or separate, the
fact that you need separate Balance Sheet Reports tells me the books
should be separate)
Maybe when/if some sort of tag/category ability is added to the Balance
Sheet & Income Statement report (like the Transaction Report regex
filter) then you can have a consolidated book filtering those reports
for the type of transaction (Personal, Business, Trust)
Alternatively, since the Transaction Report has this ability, you could
maybe get close enough using it and then finish that off in a
spreadsheet and keep the consolidated book as-is, save having to go back
and 'tag' all of your existing transactions in either Description,
Notes, or Memos. (you could also do separate Find operations based on
those tags and then export those results as an Account Report for
different sections of the Balance Sheet & Income Statement)
I think your proposed alternative of replicating accounts can also work
as there are some folks using that method for managing projects and
properties. Only you can decide based on your circumstances how much
work that will be to set up and then maintain and work with.
Regards,
Adrien
On 4/23/23 1:36 AM, Fred Tydeman wrote:
I have a business, a trust, and my personal items. Both the business
and the trust are passthru items for income tax purposes. So, for a
tax report or a net worth report, it would be best if all three were
in the same file. But, for balance sheet or income statement, it would
be best if the business and trust were each in their own file.
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