> It really is a false offering for financial software. GnuCash... cannot filter by text at either the transaction or split level.
Finally, a demonstration of using Filter text (tags, classes, etc) for multidimensional finance reporting. I've updated the attached prototype report to demonstrate reporting accounts by customers, where customer columns are dynamically generated based on a text filter. The invoices supplying the data need tweaking to use Jobs to add Customer and Property IDs to transactions. Alternatively, you could prefix customer names with the customer ID in transaction text. Property data could be reported in columns, or in rows if they were added as subaccounts. Even if added as subaccounts, display detail could be restricted by limiting the display depth option. Why it works: * Uses individual transactions and splits, not pre-calculated account totals. * All account types and accounts are used in their normal vertical reporting order. * Report has a Grand Total Potential improvements: * Tidy up displays and options * Resolve opening balances issue for balance sheet reports * Group account data rows by filter text patterns, as demonstrated in: https://github.com/dawansv/gnucash-custom-reports#examples * Report financial periods as columns (eg, years, quarters, months) Regards >
Account Filter Matrix.pdf
Description: Adobe PDF document
account-filter-matrix.scm
Description: Binary data
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