Hi Christopher This is what I did - however, I did not see a way of setting a range in the reports. E.g. An Income and Expense report does not allow me to chose Accounts by range. Not sure if I have missed something. Guys, I am really happy with all of your response. Much appreciated.
Sachin On Mon, Apr 29, 2019 at 4:05 PM Christopher Lam <christopher....@gmail.com> wrote: > Assuming you both have individual accounts, you can already set up a > hierarchical structure with parent 'owner' (set as placeholder) with > children asset accounts 'husband' and 'wife'. If you have a joint account > then stick to 1 account for both. > > The main advice we can offer is to stick to "1 GnuCash asset/liability > account = 1 Bank/Creditcard/Loan Account", which will facilitate > reconciliation, and "1 GnuCash income/expense account = 1 income/expense > *category*" where category reflects the Quicken terminology. > > If you have individual accounts, you can use a symbol to tag them eg "#" > for yourself and "@" for wife, and the Transaction Report filter can be > used to select the accounts for reporting at your leisure. > > So a sample chart may be: > - Asset > - Bank > - Husband# > - Wife@ > - Fixed > - House > - Investments > - Funds > - Liability > - Loan > - Income > - Husband Salary# > - Wife Salary@ > - Expense > - Combined@# > - Husband# > - Wife@ > > Thereby filter with account filter '#' will report on all your > transactions, and @ with the wife's. > > On Mon, 29 Apr 2019 at 10:21, Sachin Danave <sachin.dan...@gmail.com> > wrote: > >> Sorry I was not clear on my requirement. >> >> I want a Classification field which is attached to an account. This could >> be an "owner", so while we have a single Parent Bank account, and 2 >> accounts of me and my wife below it, I need something to tag these >> accounts. That way, when I run a report, I will be able to segregate these >> accounts. >> >> Other option is to have a separate hierarchy, but that just increases the >> number of accounts. >> >> In general, can we add any custom fields at all to the tables / forms ? >> >> I work for an ERP Software company and this is a fairly standard feature >> across such packages. >> >> Thank you all for your response. It has been really heartening to see all >> of you responding. >> >> By the way, I am very happy with Gnucash features - it is a very feature >> rich system. The Get Quotes works intermittently, but that is something I >> can put up with. >> >> Thanks and Regards >> >> Sachin >> >> On Mon, Apr 29, 2019 at 3:04 PM Jeff Abrahamson <j...@p27.eu> wrote: >> >> > If I understand the original question, this is requesting analytical >> > accounting features. This has been mentioned before on this list. I >> > don't believe gnucash currently provides this, thought I'd be very happy >> > to be proven wrong, as it's a feature I also would like. >> > >> > Jeff >> > >> > >> > On 29/04/2019 09:36, Colin Law wrote: >> > > Is it a big complication to have top level asset accounts Me and Wife >> > > (or whatever) with the relevant bank accounts under them? >> > > >> > > Colin >> > > >> > > On Mon, 29 Apr 2019 at 05:03, Sachin Danave <sachin.dan...@gmail.com> >> > wrote: >> > >> Dear All, >> > >> >> > >> This may sound like a feature request, but just wanted to know if >> > anything >> > >> like this already exists. >> > >> >> > >> I am preparing accounts for 2 persons (me and my wife) in the same >> set >> > up. >> > >> That gives me an advantage of seeing the whole financial status at >> one >> > go. >> > >> However, for Taxation purposes, I would like to have a dimension that >> > >> specifies the owner of an account. E.g. A Bank account that is owned >> by >> > me >> > >> and a bank account owned by my wife. I could do this using >> Subaccounts, >> > >> however, that complicates the Chart of Accounts substantially. >> > Traditional >> > >> accounting packages deal with this by allowing to define a dimension >> to >> > >> different accounts, whereby you can classify the accounts. This >> > >> classification field then can be used in reporting. >> > >> >> > >> My basic question is, can we add such "custom" fields in Accounts ? >> If >> > so, >> > >> any guidance is welcome !!! >> > >> >> > >> Thanks in advance >> > >> >> > >> Best Regards >> > >> >> > >> Sachin >> > >> _______________________________________________ >> > >> gnucash-user mailing list >> > >> gnucash-user@gnucash.org >> > >> To update your subscription preferences or to unsubscribe: >> > >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> > >> If you are using Nabble or Gmane, please see >> > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> > >> ----- >> > >> Please remember to CC this list on all your replies. >> > >> You can do this by using Reply-To-List or Reply-All. >> > > _______________________________________________ >> > > gnucash-user mailing list >> > > gnucash-user@gnucash.org >> > > To update your subscription preferences or to unsubscribe: >> > > https://lists.gnucash.org/mailman/listinfo/gnucash-user >> > > If you are using Nabble or Gmane, please see >> > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> > > ----- >> > > Please remember to CC this list on all your replies. >> > > You can do this by using Reply-To-List or Reply-All. >> > >> > -- >> > >> > Jeff Abrahamson >> > +33 6 24 40 01 57 >> > +44 7920 594 255 >> > https://www.p27.eu/jeff/ >> > https://www.transport-nantes.com/ >> > >> > >> _______________________________________________ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> If you are using Nabble or Gmane, please see >> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> ----- >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. >> > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. 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