[GNC] Another sort field like 'Class' in Quicken?

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[GNC] Another sort field like 'Class' in Quicken?

Paul Kinzelman
Quicken normally specifies transactions into Categories for filtering
for reports and such.

But it also has a nice feature to allow a user to sort on a second field
called 'Class' which can be specified for each transaction.

Gnucash has what appears to be an unused field which could be
used for the same purpose. If you view "Double Line", there's a
space to the right of the "Notes" field which currently can't be
used.

Has anybody suggested or thought about using the unused field
for this extra filtering purpose?

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Re: [GNC] Another sort field like 'Class' in Quicken?

Derek Atkins-3
Search the list archives for "Tags".
It's an oft requested feature.
Patches welcome.

-derek
Sent using my mobile device. Please excuse any typos.
On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:

> Quicken normally specifies transactions into Categories for filtering
> for reports and such.
>
> But it also has a nice feature to allow a user to sort on a second field
> called 'Class' which can be specified for each transaction.
>
> Gnucash has what appears to be an unused field which could be
> used for the same purpose. If you view "Double Line", there's a
> space to the right of the "Notes" field which currently can't be
> used.
>
> Has anybody suggested or thought about using the unused field
> for this extra filtering purpose?
>
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> 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.



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Re: [GNC] Another sort field like 'Class' in Quicken?

John Ralls-2
But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.

There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.

There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.

Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.

Regards,
John Ralls

> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>
> Search the list archives for "Tags".
> SIt's an oft requested feature.
> Patches welcome.
>
> -derek
> Sent using my mobile device. Please excuse any typos.
> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>
>> Quicken normally specifies transactions into Categories for filtering
>> for reports and such.
>>
>> But it also has a nice feature to allow a user to sort on a second field
>> called 'Class' which can be specified for each transaction.
>>
>> Gnucash has what appears to be an unused field which could be
>> used for the same purpose. If you view "Double Line", there's a
>> space to the right of the "Notes" field which currently can't be
>> used.
>>
>> Has anybody suggested or thought about using the unused field
>> for this extra filtering purpose?
>>
>> _______________________________________________
>> gnucash-user mailing list
>> [hidden email]
>> 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.
>
>
>
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> To update your subscription preferences or to unsubscribe:
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Re: [GNC] Another sort field like 'Class' in Quicken?

Paul Kinzelman
I read the docs and don't really understand the "Use split Action field
for Number" purpose.
It sounds like the Action field is moved to the Num field, and the Num
is hidden
someplace else? And it's inaccessible?

Too bad the empty space can't be used for tag, that sounds like a great
solution.
I'm surprised that it can't be.

However, it sounds like I can use the "Action" field for the Tag, and I
understand that I have to be careful to make sure the spelling is correct.
As long as I don't collide with one of the already populated items, seems
like I should be OK.

Thanks!

On 9/16/2018 10:24 AM, John Ralls wrote:

> But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.
>
> There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.
>
> There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.
>
> Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.
>
> Regards,
> John Ralls
>
>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>>
>> Search the list archives for "Tags".
>> SIt's an oft requested feature.
>> Patches welcome.
>>
>> -derek
>> Sent using my mobile device. Please excuse any typos.
>> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>>
>>> Quicken normally specifies transactions into Categories for filtering
>>> for reports and such.
>>>
>>> But it also has a nice feature to allow a user to sort on a second field
>>> called 'Class' which can be specified for each transaction.
>>>
>>> Gnucash has what appears to be an unused field which could be
>>> used for the same purpose. If you view "Double Line", there's a
>>> space to the right of the "Notes" field which currently can't be
>>> used.
>>>
>>> Has anybody suggested or thought about using the unused field
>>> for this extra filtering purpose?
>>>
>>> _______________________________________________
>>> gnucash-user mailing list
>>> [hidden email]
>>> 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
>> [hidden email]
>> 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.

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Re: [GNC] Another sort field like 'Class' in Quicken?

Adrien Monteleone-2
Think of the option as more like either you have numbers for transactions, or you have numbers for splits.

With the option unset, a payment transaction for example will have the same number both in the asset/liability register used to make/accept the payment and in the AP/AR register.

With the option set, you could have different numbers depending on which register you are viewing.

This might be useful in some cases to keep paperwork in sync. Your internal paperwork might use one number for a transaction but the external entity might use a different one. The option allows you to record both AND see each number in its proper perspective and context in your books.

Regards,
Adrien

> On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <[hidden email]> wrote:
>
> I read the docs and don't really understand the "Use split Action field for Number" purpose.
> It sounds like the Action field is moved to the Num field, and the Num is hidden
> someplace else? And it's inaccessible?
>
> Too bad the empty space can't be used for tag, that sounds like a great solution.
> I'm surprised that it can't be.
>
> However, it sounds like I can use the "Action" field for the Tag, and I
> understand that I have to be careful to make sure the spelling is correct.
> As long as I don't collide with one of the already populated items, seems
> like I should be OK.
>
> Thanks!
>
> On 9/16/2018 10:24 AM, John Ralls wrote:
>> But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.
>>
>> There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.
>>
>> There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.
>>
>> Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.
>>
>> Regards,
>> John Ralls
>>
>>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>>>
>>> Search the list archives for "Tags".
>>> SIt's an oft requested feature.
>>> Patches welcome.
>>>
>>> -derek
>>> Sent using my mobile device. Please excuse any typos.
>>> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>>>
>>>> Quicken normally specifies transactions into Categories for filtering
>>>> for reports and such.
>>>>
>>>> But it also has a nice feature to allow a user to sort on a second field
>>>> called 'Class' which can be specified for each transaction.
>>>>
>>>> Gnucash has what appears to be an unused field which could be
>>>> used for the same purpose. If you view "Double Line", there's a
>>>> space to the right of the "Notes" field which currently can't be
>>>> used.
>>>>
>>>> Has anybody suggested or thought about using the unused field
>>>> for this extra filtering purpose?
>>>>
>>>> _______________________________________________
>>>> gnucash-user mailing list
>>>> [hidden email]
>>>> 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
>>> [hidden email]
>>> 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
> [hidden email]
> 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.
> -----
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> You can do this by using Reply-To-List or Reply-All.


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Re: [GNC] Another sort field like 'Class' in Quicken?

Paul Kinzelman
Wow, I did not get that out of what I read at all.
It'd be very useful for people I think if you updated the documentation
to say that.

So would a good summary be that if the box is unchecked, if you fill in
the number field in a transaction, it automagically propagates
to the other corresponding account register to keep them in sync.

If the box is checked, you have to fill in the numbers in both places
manually (if you don't, the other one will be blank),
which allows them to be different.

On 9/16/2018 10:59 PM, Adrien Monteleone wrote:

> Think of the option as more like either you have numbers for transactions, or you have numbers for splits.
>
> With the option unset, a payment transaction for example will have the same number both in the asset/liability register used to make/accept the payment and in the AP/AR register.
>
> With the option set, you could have different numbers depending on which register you are viewing.
>
> This might be useful in some cases to keep paperwork in sync. Your internal paperwork might use one number for a transaction but the external entity might use a different one. The option allows you to record both AND see each number in its proper perspective and context in your books.
>
> Regards,
> Adrien
>
>> On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <[hidden email]> wrote:
>>
>> I read the docs and don't really understand the "Use split Action field for Number" purpose.
>> It sounds like the Action field is moved to the Num field, and the Num is hidden
>> someplace else? And it's inaccessible?
>>
>> Too bad the empty space can't be used for tag, that sounds like a great solution.
>> I'm surprised that it can't be.
>>
>> However, it sounds like I can use the "Action" field for the Tag, and I
>> understand that I have to be careful to make sure the spelling is correct.
>> As long as I don't collide with one of the already populated items, seems
>> like I should be OK.
>>
>> Thanks!
>>
>> On 9/16/2018 10:24 AM, John Ralls wrote:
>>> But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.
>>>
>>> There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.
>>>
>>> There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.
>>>
>>> Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.
>>>
>>> Regards,
>>> John Ralls
>>>
>>>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>>>>
>>>> Search the list archives for "Tags".
>>>> SIt's an oft requested feature.
>>>> Patches welcome.
>>>>
>>>> -derek
>>>> Sent using my mobile device. Please excuse any typos.
>>>> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>>>>
>>>>> Quicken normally specifies transactions into Categories for filtering
>>>>> for reports and such.
>>>>>
>>>>> But it also has a nice feature to allow a user to sort on a second field
>>>>> called 'Class' which can be specified for each transaction.
>>>>>
>>>>> Gnucash has what appears to be an unused field which could be
>>>>> used for the same purpose. If you view "Double Line", there's a
>>>>> space to the right of the "Notes" field which currently can't be
>>>>> used.
>>>>>
>>>>> Has anybody suggested or thought about using the unused field
>>>>> for this extra filtering purpose?
>>>>>
>>>>> _______________________________________________
>>>>> gnucash-user mailing list
>>>>> [hidden email]
>>>>> 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
>>>> [hidden email]
>>>> 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
>> [hidden email]
>> 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.
>
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> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
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Re: [GNC] Another sort field like 'Class' in Quicken?

GnuCash - User mailing list
Paul,

This is a recent addition to the program. Since the documentation is also developed by volunteers (who are not necessarily the same as the people who write the program itself) documentation often lags behind the features. We rely on users like you to provide descriptions of features and how they get used. If you have a suggestion for this description, we’d welcome it.

As an aside, I will note that it is my understanding that this setting is supposedly a one-time option—i.e., that once you select it, you shouldn’t change it back. But your comment sounds as if you have tried it both ways in your file without negative consequence. If the setting can be changed at a later time without problem, that would be important to know. Can you give further information on this?

What exact version are you using, and on which operating system?

What is your file storage, SQL or XML? If XML, when you tried the different settings, did you save your file after each setting change?

If you did save the file after changing the setting, did you in fact save the file with data in the affected fields?

David T.


> On Sep 17, 2018, at 10:00 AM, Paul Kinzelman <[hidden email]> wrote:
>
> Wow, I did not get that out of what I read at all.
> It'd be very useful for people I think if you updated the documentation
> to say that.
>
> So would a good summary be that if the box is unchecked, if you fill in
> the number field in a transaction, it automagically propagates
> to the other corresponding account register to keep them in sync.
>
> If the box is checked, you have to fill in the numbers in both places
> manually (if you don't, the other one will be blank),
> which allows them to be different.
>
> On 9/16/2018 10:59 PM, Adrien Monteleone wrote:
>> Think of the option as more like either you have numbers for transactions, or you have numbers for splits.
>>
>> With the option unset, a payment transaction for example will have the same number both in the asset/liability register used to make/accept the payment and in the AP/AR register.
>>
>> With the option set, you could have different numbers depending on which register you are viewing.
>>
>> This might be useful in some cases to keep paperwork in sync. Your internal paperwork might use one number for a transaction but the external entity might use a different one. The option allows you to record both AND see each number in its proper perspective and context in your books.
>>
>> Regards,
>> Adrien
>>
>>> On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <[hidden email]> wrote:
>>>
>>> I read the docs and don't really understand the "Use split Action field for Number" purpose.
>>> It sounds like the Action field is moved to the Num field, and the Num is hidden
>>> someplace else? And it's inaccessible?
>>>
>>> Too bad the empty space can't be used for tag, that sounds like a great solution.
>>> I'm surprised that it can't be.
>>>
>>> However, it sounds like I can use the "Action" field for the Tag, and I
>>> understand that I have to be careful to make sure the spelling is correct.
>>> As long as I don't collide with one of the already populated items, seems
>>> like I should be OK.
>>>
>>> Thanks!
>>>
>>> On 9/16/2018 10:24 AM, John Ralls wrote:
>>>> But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.
>>>>
>>>> There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.
>>>>
>>>> There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.
>>>>
>>>> Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.
>>>>
>>>> Regards,
>>>> John Ralls
>>>>
>>>>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>>>>>
>>>>> Search the list archives for "Tags".
>>>>> SIt's an oft requested feature.
>>>>> Patches welcome.
>>>>>
>>>>> -derek
>>>>> Sent using my mobile device. Please excuse any typos.
>>>>> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>>>>>
>>>>>> Quicken normally specifies transactions into Categories for filtering
>>>>>> for reports and such.
>>>>>>
>>>>>> But it also has a nice feature to allow a user to sort on a second field
>>>>>> called 'Class' which can be specified for each transaction.
>>>>>>
>>>>>> Gnucash has what appears to be an unused field which could be
>>>>>> used for the same purpose. If you view "Double Line", there's a
>>>>>> space to the right of the "Notes" field which currently can't be
>>>>>> used.
>>>>>>
>>>>>> Has anybody suggested or thought about using the unused field
>>>>>> for this extra filtering purpose?
>>>>>>
>>>>>> _______________________________________________
>>>>>> gnucash-user mailing list
>>>>>> [hidden email]
>>>>>> 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
>>>>> [hidden email]
>>>>> 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
>>> [hidden email]
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Re: [GNC] Another sort field like 'Class' in Quicken?

Adrien Monteleone-2
David,

I have played with the setting back and forth. I’ve done so with both the XML and sqlite3 backend. (both cases using 3.2 on MacOS) I haven’t experienced any issues.

I think the caveat on changing the setting has to do with importing transactions. That was the context of the explanation I saw in a list thread and it had something to do with confusing the importer down the road.

I tested changing the setting, editing data, and saving the file (in the case of XML, since SQL is instant) closing and re-opening GnuCash and then changing the setting again. There were no issues, and everything always ended up were I expected it, save if I entered different numbers for each split with the option active, when I changed back to using the NUM field as default, each register did not have the same number. (I presume because there is no code to guess which of the two or more should ‘override’ the others) But the split’s number for *that* register moved to the NUM field as expected and could be edited as needed just like before.

Regards,
Adrien



> On Sep 17, 2018, at 9:16 AM, David T. via gnucash-user <[hidden email]> wrote:
>
> Paul,
>
> This is a recent addition to the program. Since the documentation is also developed by volunteers (who are not necessarily the same as the people who write the program itself) documentation often lags behind the features. We rely on users like you to provide descriptions of features and how they get used. If you have a suggestion for this description, we’d welcome it.
>
> As an aside, I will note that it is my understanding that this setting is supposedly a one-time option—i.e., that once you select it, you shouldn’t change it back. But your comment sounds as if you have tried it both ways in your file without negative consequence. If the setting can be changed at a later time without problem, that would be important to know. Can you give further information on this?
>
> What exact version are you using, and on which operating system?
>
> What is your file storage, SQL or XML? If XML, when you tried the different settings, did you save your file after each setting change?
>
> If you did save the file after changing the setting, did you in fact save the file with data in the affected fields?
>
> David T.
>
>
>> On Sep 17, 2018, at 10:00 AM, Paul Kinzelman <[hidden email]> wrote:
>>
>> Wow, I did not get that out of what I read at all.
>> It'd be very useful for people I think if you updated the documentation
>> to say that.
>>
>> So would a good summary be that if the box is unchecked, if you fill in
>> the number field in a transaction, it automagically propagates
>> to the other corresponding account register to keep them in sync.
>>
>> If the box is checked, you have to fill in the numbers in both places
>> manually (if you don't, the other one will be blank),
>> which allows them to be different.
>>
>> On 9/16/2018 10:59 PM, Adrien Monteleone wrote:
>>> Think of the option as more like either you have numbers for transactions, or you have numbers for splits.
>>>
>>> With the option unset, a payment transaction for example will have the same number both in the asset/liability register used to make/accept the payment and in the AP/AR register.
>>>
>>> With the option set, you could have different numbers depending on which register you are viewing.
>>>
>>> This might be useful in some cases to keep paperwork in sync. Your internal paperwork might use one number for a transaction but the external entity might use a different one. The option allows you to record both AND see each number in its proper perspective and context in your books.
>>>
>>> Regards,
>>> Adrien
>>>
>>>> On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <[hidden email]> wrote:
>>>>
>>>> I read the docs and don't really understand the "Use split Action field for Number" purpose.
>>>> It sounds like the Action field is moved to the Num field, and the Num is hidden
>>>> someplace else? And it's inaccessible?
>>>>
>>>> Too bad the empty space can't be used for tag, that sounds like a great solution.
>>>> I'm surprised that it can't be.
>>>>
>>>> However, it sounds like I can use the "Action" field for the Tag, and I
>>>> understand that I have to be careful to make sure the spelling is correct.
>>>> As long as I don't collide with one of the already populated items, seems
>>>> like I should be OK.
>>>>
>>>> Thanks!
>>>>
>>>> On 9/16/2018 10:24 AM, John Ralls wrote:
>>>>> But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.
>>>>>
>>>>> There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.
>>>>>
>>>>> There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.
>>>>>
>>>>> Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.
>>>>>
>>>>> Regards,
>>>>> John Ralls
>>>>>
>>>>>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>>>>>>
>>>>>> Search the list archives for "Tags".
>>>>>> SIt's an oft requested feature.
>>>>>> Patches welcome.
>>>>>>
>>>>>> -derek
>>>>>> Sent using my mobile device. Please excuse any typos.
>>>>>> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>>>>>>
>>>>>>> Quicken normally specifies transactions into Categories for filtering
>>>>>>> for reports and such.
>>>>>>>
>>>>>>> But it also has a nice feature to allow a user to sort on a second field
>>>>>>> called 'Class' which can be specified for each transaction.
>>>>>>>
>>>>>>> Gnucash has what appears to be an unused field which could be
>>>>>>> used for the same purpose. If you view "Double Line", there's a
>>>>>>> space to the right of the "Notes" field which currently can't be
>>>>>>> used.
>>>>>>>
>>>>>>> Has anybody suggested or thought about using the unused field
>>>>>>> for this extra filtering purpose?
>>>>>>>
>>>>>>> _______________________________________________
>>>>>>> gnucash-user mailing list
>>>>>>> [hidden email]
>>>>>>> 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.
>>>>>>
>>>>>> _______________________________________________
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>>>>>> -----
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>>>
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Re: [GNC] Another sort field like 'Class' in Quicken?

Adrien Monteleone-2
In reply to this post by Paul Kinzelman
Not quite the case on the last point. It does propagate from a single entry of a transaction.

With the option checked, you enter the numbers in the Action field of *each* split and you can do this all in one entry from one register.  (the option locks the actual NUM field against editing) But when you view one of the other registers, the corresponding transaction will have *its* number in the NUM field instead of any of the others.

So if you enter a payment on a bill and use your check number on the payment split for the Checking register, then enter perhaps a sequential number on the AP split, when you view the Checking register you’ll see the check number in the NUM field, but in the AP register you’ll see the sequential transaction number there. (If you are in Transaction Journal view so you can see all splits, you’ll be able to see that check number in the Action field even from the AP register)

Although I don’t currently use this option, I may switch. I use the NUM field for a time stamp since GnuCash (while keeping it internally) doesn’t let me set a time in addition to the date for a transaction. This can result in erroneous negative balances, particularly where it is impossible to have a negative balance, like a Cash account. My current method is to enter 24 hour time, without a “:” separator but ending in “t” to denote it is not a regular transaction number—e.g., 1514t for 3:14pm. When a customer pays me however with a check, that means I can’t enter the check number in that field and have to place it somewhere else. With this option checked, I could continue to use NUM for time stamps where I need to, and also record actual document numbers for the other register(s) in the transaction.

Regards,
Adrien

> On Sep 17, 2018, at 9:00 AM, Paul Kinzelman <[hidden email]> wrote:
>
> Wow, I did not get that out of what I read at all.
> It'd be very useful for people I think if you updated the documentation
> to say that.
>
> So would a good summary be that if the box is unchecked, if you fill in
> the number field in a transaction, it automagically propagates
> to the other corresponding account register to keep them in sync.
>
> If the box is checked, you have to fill in the numbers in both places
> manually (if you don't, the other one will be blank),
> which allows them to be different.
>
> On 9/16/2018 10:59 PM, Adrien Monteleone wrote:
>> Think of the option as more like either you have numbers for transactions, or you have numbers for splits.
>>
>> With the option unset, a payment transaction for example will have the same number both in the asset/liability register used to make/accept the payment and in the AP/AR register.
>>
>> With the option set, you could have different numbers depending on which register you are viewing.
>>
>> This might be useful in some cases to keep paperwork in sync. Your internal paperwork might use one number for a transaction but the external entity might use a different one. The option allows you to record both AND see each number in its proper perspective and context in your books.
>>
>> Regards,
>> Adrien
>>
>>> On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <[hidden email]> wrote:
>>>
>>> I read the docs and don't really understand the "Use split Action field for Number" purpose.
>>> It sounds like the Action field is moved to the Num field, and the Num is hidden
>>> someplace else? And it's inaccessible?
>>>
>>> Too bad the empty space can't be used for tag, that sounds like a great solution.
>>> I'm surprised that it can't be.
>>>
>>> However, it sounds like I can use the "Action" field for the Tag, and I
>>> understand that I have to be careful to make sure the spelling is correct.
>>> As long as I don't collide with one of the already populated items, seems
>>> like I should be OK.
>>>
>>> Thanks!
>>>
>>> On 9/16/2018 10:24 AM, John Ralls wrote:
>>>> But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.
>>>>
>>>> There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.
>>>>
>>>> There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.
>>>>
>>>> Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.
>>>>
>>>> Regards,
>>>> John Ralls
>>>>
>>>>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>>>>>
>>>>> Search the list archives for "Tags".
>>>>> SIt's an oft requested feature.
>>>>> Patches welcome.
>>>>>
>>>>> -derek
>>>>> Sent using my mobile device. Please excuse any typos.
>>>>> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>>>>>
>>>>>> Quicken normally specifies transactions into Categories for filtering
>>>>>> for reports and such.
>>>>>>
>>>>>> But it also has a nice feature to allow a user to sort on a second field
>>>>>> called 'Class' which can be specified for each transaction.
>>>>>>
>>>>>> Gnucash has what appears to be an unused field which could be
>>>>>> used for the same purpose. If you view "Double Line", there's a
>>>>>> space to the right of the "Notes" field which currently can't be
>>>>>> used.
>>>>>>
>>>>>> Has anybody suggested or thought about using the unused field
>>>>>> for this extra filtering purpose?
>>>>>>
>>>>>> _______________________________________________
>>>>>> gnucash-user mailing list
>>>>>> [hidden email]
>>>>>> 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
>>>>> [hidden email]
>>>>> 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.
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>>
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Re: [GNC] Another sort field like 'Class' in Quicken?

Paul Kinzelman
In reply to this post by GnuCash - User mailing list
On 9/17/2018 8:16 AM, David T. wrote:
> Paul,
>
> This is a recent addition to the program. Since the documentation is also developed by volunteers (who are not necessarily the same as the people who write the program itself) documentation often lags behind the features. We rely on users like you to provide descriptions of features and how they get used. If you have a suggestion for this description, we’d welcome it.
I understand the issues with volunteer efforts. I did provide my
understanding
of what you told me, perhaps that could be put into the docs. Is it a wiki?
Can I just go in there and do it?
But more importantly, is my summary correct? :-)
>
> As an aside, I will note that it is my understanding that this setting is supposedly a one-time option—i.e., that once you select it, you shouldn’t change it back. But your comment sounds as if you have tried it both ways in your file without negative consequence. If the setting can be changed at a later time without problem, that would be important to know. Can you give further information on this?
No - I just saw the box and was trying to understand what it was for.
I haven't tried turning it on, I'm still just trying to understand what
it does.
And that happened in my search for a Class/Tag field so I don't think I
even need to try to turn it on. It does look like the
Action field can be used for what I want.

So if my summary of what it does is correct, I'd update the wiki if it
will allow
me to do that.
>
> What exact version are you using, and on which operating system?
The latest download 3.2 on Windoz 10.
>
> What is your file storage, SQL or XML? If XML, when you tried the different settings, did you save your file after each setting change?
default everything - XML. Didn't try it so I can't answer that question.

>
> If you did save the file after changing the setting, did you in fact save the file with data in the affected fields?
>
> David T.
>
>
>> On Sep 17, 2018, at 10:00 AM, Paul Kinzelman <[hidden email]> wrote:
>>
>> Wow, I did not get that out of what I read at all.
>> It'd be very useful for people I think if you updated the documentation
>> to say that.
>>
>> So would a good summary be that if the box is unchecked, if you fill in
>> the number field in a transaction, it automagically propagates
>> to the other corresponding account register to keep them in sync.
>>
>> If the box is checked, you have to fill in the numbers in both places
>> manually (if you don't, the other one will be blank),
>> which allows them to be different.
>>
>> On 9/16/2018 10:59 PM, Adrien Monteleone wrote:
>>> Think of the option as more like either you have numbers for transactions, or you have numbers for splits.
>>>
>>> With the option unset, a payment transaction for example will have the same number both in the asset/liability register used to make/accept the payment and in the AP/AR register.
>>>
>>> With the option set, you could have different numbers depending on which register you are viewing.
>>>
>>> This might be useful in some cases to keep paperwork in sync. Your internal paperwork might use one number for a transaction but the external entity might use a different one. The option allows you to record both AND see each number in its proper perspective and context in your books.
>>>
>>> Regards,
>>> Adrien
>>>
>>>> On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <[hidden email]> wrote:
>>>>
>>>> I read the docs and don't really understand the "Use split Action field for Number" purpose.
>>>> It sounds like the Action field is moved to the Num field, and the Num is hidden
>>>> someplace else? And it's inaccessible?
>>>>
>>>> Too bad the empty space can't be used for tag, that sounds like a great solution.
>>>> I'm surprised that it can't be.
>>>>
>>>> However, it sounds like I can use the "Action" field for the Tag, and I
>>>> understand that I have to be careful to make sure the spelling is correct.
>>>> As long as I don't collide with one of the already populated items, seems
>>>> like I should be OK.
>>>>
>>>> Thanks!
>>>>
>>>> On 9/16/2018 10:24 AM, John Ralls wrote:
>>>>> But don’t confuse an empty space on the grid for a field. There’s no “tag” field, and adding one is complicated.
>>>>>
>>>>> There are already five free text fields in GnuCash, all searchable: Number, Description and Notes are part of transactions, Action and Memo are part of splits.  Action is a little weird in that it’s a combo pre-populated with some values associated with certain GnuCash features so using it as a class/tag/subcategory might require extra effort and might interfere with a feature that uses it.
>>>>>
>>>>> There’s also the “Use split Action Field for Number” book option that displays the register account split’s action field in the Num column of the register, making the Number field inaccessible from the GUI.
>>>>>
>>>>> Since the fields are free text it requires user discipline to use any of them for categorization: One must be careful to always spell the values the same. Many users who want tags complain that that makes it too hard to use free text fields for categorization, but a tweak to the Action combo so that all previous entries for an action in splits for a particular account are added to the list part or using a similar combo in the Memo would go a long way to resolving that objection.
>>>>>
>>>>> Regards,
>>>>> John Ralls
>>>>>
>>>>>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
>>>>>>
>>>>>> Search the list archives for "Tags".
>>>>>> SIt's an oft requested feature.
>>>>>> Patches welcome.
>>>>>>
>>>>>> -derek
>>>>>> Sent using my mobile device. Please excuse any typos.
>>>>>> On September 16, 2018 10:34:53 AM Paul Kinzelman <[hidden email]> wrote:
>>>>>>
>>>>>>> Quicken normally specifies transactions into Categories for filtering
>>>>>>> for reports and such.
>>>>>>>
>>>>>>> But it also has a nice feature to allow a user to sort on a second field
>>>>>>> called 'Class' which can be specified for each transaction.
>>>>>>>
>>>>>>> Gnucash has what appears to be an unused field which could be
>>>>>>> used for the same purpose. If you view "Double Line", there's a
>>>>>>> space to the right of the "Notes" field which currently can't be
>>>>>>> used.
>>>>>>>
>>>>>>> Has anybody suggested or thought about using the unused field
>>>>>>> for this extra filtering purpose?
>>>>>>>
>>>>>>> _______________________________________________
>>>>>>> gnucash-user mailing list
>>>>>>> [hidden email]
>>>>>>> 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
>>>>>> [hidden email]
>>>>>> 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.
>>>>>> -----
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>>>>>> You can do this by using Reply-To-List or Reply-All.
>>>> _______________________________________________
>>>> gnucash-user mailing list
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>>>> -----
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>>> _______________________________________________
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Re: [GNC] Another sort field like 'Class' in Quicken?

Alex Aycinena-2
In reply to this post by Paul Kinzelman
>
>
> ---------- Forwarded message ----------
> From: Paul Kinzelman <[hidden email]>
> To: [hidden email]
> Cc:
> Bcc:
> Date: Mon, 17 Sep 2018 16:41:21 -0600
> Subject: Re: [GNC] Another sort field like 'Class' in Quicken?
> On 9/17/2018 8:16 AM, David T. wrote:
> > Paul,
> >
> > This is a recent addition to the program. Since the documentation is
> also developed by volunteers (who are not necessarily the same as the
> people who write the program itself) documentation often lags behind the
> features. We rely on users like you to provide descriptions of features and
> how they get used. If you have a suggestion for this description, we’d
> welcome it.
> I understand the issues with volunteer efforts. I did provide my
> understanding
> of what you told me, perhaps that could be put into the docs. Is it a wiki?
> Can I just go in there and do it?
> But more importantly, is my summary correct? :-)
> >
> > As an aside, I will note that it is my understanding that this setting
> is supposedly a one-time option—i.e., that once you select it, you
> shouldn’t change it back. But your comment sounds as if you have tried it
> both ways in your file without negative consequence. If the setting can be
> changed at a later time without problem, that would be important to know.
> Can you give further information on this?
> No - I just saw the box and was trying to understand what it was for.
> I haven't tried turning it on, I'm still just trying to understand what
> it does.
> And that happened in my search for a Class/Tag field so I don't think I
> even need to try to turn it on. It does look like the
> Action field can be used for what I want.
>
> So if my summary of what it does is correct, I'd update the wiki if it
> will allow
> me to do that.
> >
> > What exact version are you using, and on which operating system?
> The latest download 3.2 on Windoz 10.
> >
> > What is your file storage, SQL or XML? If XML, when you tried the
> different settings, did you save your file after each setting change?
> default everything - XML. Didn't try it so I can't answer that question.
> >
> > If you did save the file after changing the setting, did you in fact
> save the file with data in the affected fields?
> >
> > David T.
> >
> >
> >> On Sep 17, 2018, at 10:00 AM, Paul Kinzelman <[hidden email]>
> wrote:
> >>
> >> Wow, I did not get that out of what I read at all.
> >> It'd be very useful for people I think if you updated the documentation
> >> to say that.
> >>
> >> So would a good summary be that if the box is unchecked, if you fill in
> >> the number field in a transaction, it automagically propagates
> >> to the other corresponding account register to keep them in sync.
> >>
> >> If the box is checked, you have to fill in the numbers in both places
> >> manually (if you don't, the other one will be blank),
> >> which allows them to be different.
> >>
> >> On 9/16/2018 10:59 PM, Adrien Monteleone wrote:
> >>> Think of the option as more like either you have numbers for
> transactions, or you have numbers for splits.
> >>>
> >>> With the option unset, a payment transaction for example will have the
> same number both in the asset/liability register used to make/accept the
> payment and in the AP/AR register.
> >>>
> >>> With the option set, you could have different numbers depending on
> which register you are viewing.
> >>>
> >>> This might be useful in some cases to keep paperwork in sync. Your
> internal paperwork might use one number for a transaction but the external
> entity might use a different one. The option allows you to record both AND
> see each number in its proper perspective and context in your books.
> >>>
> >>> Regards,
> >>> Adrien
> >>>
> >>>> On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <[hidden email]>
> wrote:
> >>>>
> >>>> I read the docs and don't really understand the "Use split Action
> field for Number" purpose.
> >>>> It sounds like the Action field is moved to the Num field, and the
> Num is hidden
> >>>> someplace else? And it's inaccessible?
> >>>>
> >>>> Too bad the empty space can't be used for tag, that sounds like a
> great solution.
> >>>> I'm surprised that it can't be.
> >>>>
> >>>> However, it sounds like I can use the "Action" field for the Tag, and
> I
> >>>> understand that I have to be careful to make sure the spelling is
> correct.
> >>>> As long as I don't collide with one of the already populated items,
> seems
> >>>> like I should be OK.
> >>>>
> >>>> Thanks!
> >>>>
> >>>> On 9/16/2018 10:24 AM, John Ralls wrote:
> >>>>> But don’t confuse an empty space on the grid for a field. There’s no
> “tag” field, and adding one is complicated.
> >>>>>
> >>>>> There are already five free text fields in GnuCash, all searchable:
> Number, Description and Notes are part of transactions, Action and Memo are
> part of splits.  Action is a little weird in that it’s a combo
> pre-populated with some values associated with certain GnuCash features so
> using it as a class/tag/subcategory might require extra effort and might
> interfere with a feature that uses it.
> >>>>>
> >>>>> There’s also the “Use split Action Field for Number” book option
> that displays the register account split’s action field in the Num column
> of the register, making the Number field inaccessible from the GUI.
> >>>>>
> >>>>> Since the fields are free text it requires user discipline to use
> any of them for categorization: One must be careful to always spell the
> values the same. Many users who want tags complain that that makes it too
> hard to use free text fields for categorization, but a tweak to the Action
> combo so that all previous entries for an action in splits for a particular
> account are added to the list part or using a similar combo in the Memo
> would go a long way to resolving that objection.
> >>>>>
> >>>>> Regards,
> >>>>> John Ralls
> >>>>>
> >>>>>> On Sep 16, 2018, at 8:19 AM, Derek Atkins <[hidden email]> wrote:
> >>>>>>
> >>>>>> Search the list archives for "Tags".
> >>>>>> SIt's an oft requested feature.
> >>>>>> Patches welcome.
> >>>>>>
> >>>>>> -derek
> >>>>>> Sent using my mobile device. Please excuse any typos.
> >>>>>> On September 16, 2018 10:34:53 AM Paul Kinzelman <
> [hidden email]> wrote:
> >>>>>>
> >>>>>>> Quicken normally specifies transactions into Categories for
> filtering
> >>>>>>> for reports and such.
> >>>>>>>
> >>>>>>> But it also has a nice feature to allow a user to sort on a second
> field
> >>>>>>> called 'Class' which can be specified for each transaction.
> >>>>>>>
> >>>>>>> Gnucash has what appears to be an unused field which could be
> >>>>>>> used for the same purpose. If you view "Double Line", there's a
> >>>>>>> space to the right of the "Notes" field which currently can't be
> >>>>>>> used.
> >>>>>>>
> >>>>>>> Has anybody suggested or thought about using the unused field
> >>>>>>> for this extra filtering purpose?
>


I've been travelling and not at my computer to check things and respond.
Three comments on this thread:

1. I believe John made the comment that if you select the option to 'Use
Split Action for Number', the transaction number is not visible nor can it
be updated. This is not true: the transaction number is shown as T-Num in
two-line mode and is updatable.

2. When I added this feature, I included basic documentation which can be
found in the Help Manual in 'Customizing GnuCash->Book Options'. I believe
this accurately describes the feature although others may be able to
improve it. Unfortunately, the use of this feature has not been reflected
anywhere else in the Help Manual or Concepts Guide (including screen shots).

3. The reason the 'Book Options' page was added to the New File Wizard is
explained in 'Customizing GnuCash->Book Options' related to the impact the
choice has on importing historical data from another accounting system
(e.g., Quicken).

If anyone has any further questions about the feature, please let me know.

Regards,

Alex
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Re: [GNC] Another sort field like 'Class' in Quicken?

GnuCash - User mailing list
hello all,Refer ACTION Field in Bill.It is not reflected in corresponding
Expenses Register. Hence Expenses transaction cannot be sorted w.r.t. ACTION
Field in bills. Is there any other way ?Nor



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Re: [GNC] Another sort field like 'Class' in Quicken?

Adrien Monteleone-2
Unfortunately, those are two different fields with the same name. They aren’t tied to each other at all.

The Action field of a split does get filled with “payment” when you assign a payment to a bill/invoice, however. You can edit this if you want after the transaction is created. I haven’t seen that it messes with the payment link in any way.

As far as I know, there is no built-in way to report on line items in bills or invoices. But if you choose *not* to consolidate splits when posting, you might get close. The Action field from the bill/invoice still won’t populate the Action field of the register transaction though.

I’ve yet to see a purpose or use case for the Action column on a bill. I use it to denote ‘Hours’, ‘Project’ or ‘Materials’ on invoices to customers. Though that’s just for my customer’s information. I can’t see anyway to run any kind of report to see how many hours I billed last month for example. I have to track that outside of GnuCash.


Regards,
Adrien

> On Jan 24, 2019, at 5:52 AM, nor via gnucash-user <[hidden email]> wrote:
>
> hello all,Refer ACTION Field in Bill.It is not reflected in corresponding
> Expenses Register. Hence Expenses transaction cannot be sorted w.r.t. ACTION
> Field in bills. Is there any other way ?Nor

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