That is a fair use case. I think it would be preferrable to leave the standard Balance Sheet and P&L as they are and create specialized reports for those management accounting purposes though. It should be in principle possible to use the filtering code from other reports and put it into the Balance sheet code to create a customised version. Means learning enough Scheme of course.
David On Tue, 2026-07-28 at 10:04 +1000, flywire wrote: > David, I understand that perspective from a strict compliance > standpoint, but bookkeeping ultimately exists to serve the business. > While statutory reporting requires unfiltered data, internal business > management relies heavily on filtered views and those same familiar > layouts can unlock deeper financial insights. > > A clear use case is evaluating specific projects or enterprises > without permanently bloating the chart of accounts. Filtering at the > transaction level is essential for management, forecasting, and > internal auditing. For example, QuickBooks achieves this effectively > by allowing users to apply filters directly within the standard P&L > layout showing transaction detail. > > Regards -- David Cousens _______________________________________________ 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.
