I've just had a very quick  look at the balance sheet  and P&L scheme
code. Both seem to call underlying C o rC++ code to specifically return
the balances and  it does not itself compile the balances from a
transaction list so it is unlikely to be able to add any transaction
filtering in the Scheme code so it is perhaps not as simple to modify
Balance and P&L reports.  Seeing the transaction reporthas the
filtering built in, it may be a better base for such customised
reports. My scheme knowledge is next to zero though.


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
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