---------- Forwarded message --------- From: G R Hewitt <[email protected]> Date: Sun, 11 May 2025 at 14:47 Subject: Re: [GNC] Generating Yearly Figures for Accountant/Tax Return (UK) To: Rich Stanton <[email protected]>
I use the profit and loss report for expenses information and alter it to suit i.e., just choose the expenses, then choose the date range. That produces a report of all my expenses for a given period. You can choose as many or few individual accounts as you want as well as a number of options that affect the display. I haven't had the need to try, but I think you can export it for a spreadsheet, or pdf etc. On Sun, 11 May 2025 at 14:36, Rich Stanton <[email protected]> wrote: > Yes - so if I need to know how much I spend on one of my professional > fees, I'll add search terms for date (previous tax year), the > 'Non-reimbursed Job expense' account, and the name of the specific > professional society. > > Or if I need to know about car maintenance, I can search for the dates & > the car maintenance account, then manually add up the items of maintenance > that correspond to each car. > > Like I say, it works, but it's not very efficient! > > Rich > > ------------------------------ > *From:* G R Hewitt <[email protected]> > *Sent:* 11 May 2025 14:25 > *To:* Rich Stanton <[email protected]>; GnuCash User List < > [email protected]> > *Subject:* Re: [GNC] Generating Yearly Figures for Accountant/Tax Return > (UK) > > Do you not have any accounts set up like 'Petrol', 'Internet', Charity' > etc., in you gnucash set up? > > On Sun, 11 May 2025 at 13:17, Rich Stanton <[email protected]> wrote: > > Hi, I'm in the UK and have all my accounts in GNUCash. I have to do a form > for my accountant every year which includes how much I spent on particular > categories - petrol, internet, charity x/y/z, etc etc - over the previous > tax year. At the moment I'm manually doing a search for each item (date > posted before/after the right dates, in this account, with this > description), then do an account report on the resulting list to get the > total. It works but is long-winded. It seems like there should be an easier > way of doing things. Am I missing anything obvious - is there a specific > report that will give me what I need? > > Is there a way to set up some pre-saved searches that I can run each year > as a batch, but just tweaking the year? > > Or is there a way to nest searches so that I do a search for all > transactions within the given time period, then run a secondary search for > the particular account/description within that, to avoid having to > continually re-search on the same dates? I know I can refine a current > search, but the results replace the original search rather than opening in > a new tab. > > Thanks! > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > > _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
