Why not use the Budget Report? It rolls up sub accounts, and shows a
variance if you like.
I'm pretty certain you can restrict the accounts reported on as well to
reduce clutter.
Another option is to use the P&L/Income Statement, select just the
expense accounts you want. There is an option for the Parent amount to
include the Child amounts or not. You can also report them separate and
still get a Grand Total which rolls up the Parent and the children if
you like.
-----
Finally, I'd advise to keep *all* parents as placeholders only if
possible. Create another child account to hold the transactions
currently residing there. But this is a personal preference.
I went through various refactors of my food/dining accounts as I crafted
them to better show me *why* not just *where* I was spending money.
So I've gone full nerd and done the following:
Entertainment:Dining
--Alcohol
--Breakfast
--Lunch
--Dinner
--Snacks
Food:To-Go
--Breakfast
--Lunch
--Dinner
--Snacks
I also track gratuities separately 'cause I can get carried away some
times and I want to know if that's why my food dollars are disappearing
so fast.
Gratuities
--Other
--Dining
--Entertainment
--To-Go
That Alcohol category is just for out in restaurants when I'm dining. I
have a separate "Entertainment:Sympinein" for when I'm just out for
drinks with friends; and "Groceries:Alcohol" for packaged stuff from the
grocery store!
I'm by no means suggesting anyone go this crazy, but it helped me get a
fast handle on money that seemed to disappear into the ether. I've since
turned that info into budgeting for each. And you don't even want to see
my 'Grocery' account tree! (I use it for balanced food planning too,
which also helped me cut my Dining budget drastically and zero To-Go
entirely.)
Regards,
Adrien
On 1/11/22 6:59 AM, Robert Stocker wrote:
To update my budget projections, monthly I run a transaction report to show
what I've spent on 2 expense accounts over the past 12 months. One of the
expense accounts has a sub-account. Let's call them Groceries and Dining
Out, where Dining Out has sub-account Delivery Charges.
I cannot figure out how to get GnuCash to roll up the Dining Out expenses
and the Delivery Charges expenses to give me a total for all of Dining Out,
so I wind up having to add these numbers by hand. I saw the "subtotal
table" option and thought I'd finally found what I needed, but that just
re-creates the same subtotals I get on the main part of the report in a
smaller format.
What am I missing? Happy to provide further details and/or clarification if
needed. Thanks!
(If it matters, I'm running GnuCash build Flathub 4.9-1 on Ubuntu 21.10.)
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