Sorry I'm late to this party...
I've played around with tags in the past, but don't presently use them,
though I likely will start doing so in the near future.
I mostly rely on the following that allows me to get most of what I need
from reports:
1. Description is simply Payee/Payor, great for reporting on sources or
destinations of funds
2. Notes contain things like general purpose for the transaction. I
likely have a few transactions where I used a # or @ symbol preceding a
commonly used term from back when I was doing testing. I think both
would be useful for their own context: # would designate a subject
matter such as #vacation, while @ would designate a place such as
@jamaica. I might well also use : for a time period such as :june-2025.
One might ask, "why not just use the report's date ranges instead?" but
there are use cases (like business trips) which might cross period
boundaries and you want to refer to it by a particular instance which is
date/time based. I would guess multiple tags would either be separated
by a space, or comma.
3. Memos for extensive detail on every line item if possible. I rarely
have empty Memos. This is probably my most used field to filter for a
report.
I don't use the Action field save for the Business Features
automatically indicating 'Payment' where appropriate, but it would be
nifty to be able to filter on that field so tags could be employed there
and be noticeable at a glance. (I use Transaction Journal view
exclusively, with Double-Line mode) Since my Memos almost all have
something in them already, Action would be an easier place to spot tags
and be a bit cleaner to read.
From what I recall of previous threads and my own testing, the most
requested report use would be for the Income Statement to use filtering.
I've played around with trying to craft a multi-column report with the
Transaction Report as a work-around, but I wasn't able at the time to
achieve something similar. This leaves having to run two Transaction
Reports, one for Revenue, another for Expenses, and then exporting both
to a spreadsheet for a combined presentation with the usual bottom-line
math.
Regards,
Adrien
On 10/4/26 02:44, Wm Tarr wrote:
How do people tag accounts / transactions / splits ?
Do you use #ABC[space] for example? Something else?
I'm trying to leave the question open as I want to get a feel for
variety and any commonality I might take account of and things I might
not have considered.
Why? I'm writing an SQL only dimensional query and gnucash doesn't have
dedicated analysis fields so I need something to pivot on per account /
transaction / split.
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