On 7/27/23 3:43 AM, Angela Haggerty wrote:
Firstly, it's past 3 AM and I am arguing with myself on how to enter
construction projects into GNUCash for a bookkeeping LLC client.
Currently people tend to "tag" transactions by putting @job1 in the
description of any transaction that affects Job 1. That makes it a term
that is easy to filter for reports. Or use #jobB or whatever string
format will be easy to input consistently and not get mixed up with
other things.
Currently, to run a report for a single job where you have used this
tagging system, you would go to:
Reports > Transaction Report > modify options:
Accounts: choose accounts to include (just income/expense for you)
Filter: in Transaction Filter, type @job1
General: pick your dates
And that will give you transactions for each account with totals.
Assuming you tagged everything, this should give you an idea of a single
job's profitability. You can also run the transaction report to show
all transactions that do *not* include those tags; this lets you look
over a list of overhead expenses and make sure you have no untagged job
costs there by mistake.
Alternate method:
https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107072.html
HOWEVER, Vincent Dawans has been working on reports that might give us
reports for multiple jobs at a time. See the following mailing list
posts, ensuing discussions, and links therein
https://lists.gnucash.org/pipermail/gnucash-user/2023-April/106693.html
https://lists.gnucash.org/pipermail/gnucash-user/2023-May/106749.html
https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107035.html
You will want to follow the mailing list and pay attention to anything
that other people are calling classification/category/dimension
reporting. For our purposes they are the same.
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