Just as an aside, is there any real reason why the action field can't be
made to work in the report filters? It seems to me that this might be a
relatively minor thing and, as you point out, would go part of the way
to addressing the long-lamented lack of a class/tag/project feature in
Gnucash?
P
PS: if it were up to me alone I would actually retitle / repurpose the
entire Number field as "Tag", since I barely ever use the number field
since the death of paper cheques a decade ago.
On 2026-09-09 2:25 p.m., Adrien Monteleone wrote:
This has been discussed many times here on the list.
There are various creative ways to approach the topic, I'll cover two.
One is to make a detailed (some would argue convoluted) account tree
structure. This can work for long-term classification just as any
account would, but doesn't fit well for short-term projects and events.
For those cases, the general recommendation is to use one of the
free-form text fields to include some sort of label or 'tag' (designed
however you like) with your 'class'. Various reports (but not all) can
then filter on these tags via text-matching. The available fields
which can be searched and matched using filters are:
*Description
*Notes (only visible in Double-Line Mode)
*Memos (some may only be visible in Auto-Split or Transaction Journal
Mode)
Using Description can be problematic for some folks depending on their
usual use of that field, especially with respect to the
Auto-Fill/Complete feature.
Otherwise, Notes & Memos are likely the best bet. I use Notes for info
concerning an entire transaction, and Memos only for that particular
Split.
Sadly, while the Action field is also 'free form' (despite the
built-in drop-down) and otherwise a great place to put a tag on a
split, the report filters do not work on it. (but you can run a Find
on that field and then possibly get a report from the results, though
the available reporting in that case is fairly limited)
The Transaction Report using Filters is probably the most powerful and
versatile option.
Regards,
Adrien
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