On 7/25/2026 12:36 PM, Clint Chaplin wrote:
Why? tl;dr: to implement the missing ability to have "job
costing"/"tagging".
Longer explanation: I keep the books for a group that has three
meetings a year, in March, July, and November. Everything is focused
on those three meetings, and very little happens (financially) outside
of those meetings. At one point we had the ability to keep finances
on a system that implemented tagging, and it was glorious!
Unfortunately, the parent organization changed finance software
several times since then, and none of the replacements have tagging.
You want to be able to report on each of these, yes? Just se up your
tree so that your will be able to run the reports.
YOU can "set tags" as part of the account's name. You have room rent for
all three events? Then you have an account (under expense) with room
rent (placeholder) having three children, event1-room-rent, event2
-room-rent, event3-room-rent. You can run a "statement of Revenues and
expenses" for each even JUST including accounts with names starting
event1, event2, event3.
Michael D Novack
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