List of useful columns and their xml tags Account Name required: Type required: Account Code alphanumerical Account Number, optional, allows a different order than alphabetical by name: Description optional, if account name needs explanations: Notes optional, e.g.
an older version - template, but it is also possible to strip down the copy of a working gnucash file.Īfter starting gnucash in the Chart of accounts (CoA) -usually in a tab named Accounts- enable useful columns, see the images currently only in the german Manual: Usually you will start with an empty file or a similar - e.g. Important In all cases you want to run the #Syntax Check before sharing your file. You can put more details in the description and notes fields. Do not prefix the account name with the account number. Mark accounts, which contain subaccounts as placeholder. It is by default used as account separator symbol. With some programming knowledge adjust #A_sample_script_for_big_templates to generate an account template from a formatted text file of your standard.Ĭonventions Do not use the colon : in account names.With some XML knowledge it might be faster to use a text editor to adjust an existing template: #Strip data from an existing, uncompressed gnucash xml file.If you already have a working file, you want to remove personal data: #Strip data from an existing, uncompressed gnucash xml file.and the Footer with your preferred text editor. Use GnuCash to create a new or adjust an outdated template: #Create an Example FileĪnd do some Copy&Paste #Adjust the Header #.In this case it might be better to start by creating a new hierarchy template from scratch.ĭepending on your experience and resources there are different approaches: Sometimes the standard GnuCash account hierarchy template needs a bigger rework before it fits the requirements of your government - especially for business purposes. 7 Exporting an existing account hierarchy.3.1 Extensible Stylesheet Language Transformations.2.2 Strip data from an existing, uncompressed gnucash xml file.2.1 Start with an new empty gnucash file.As you've already pointed out, the use of tags is not formally implemented in GnuCash, and not all reports allow you to filter by transaction tags. If you are thinking "But this doesn't make use of the Tags that I've been using in each transaction!" then you are correct. You can save separate report configurations for each of the entities that you wish to report on. If you now configure the Profit and Loss Report to include ONLY the income and expense accounts that refer to (say) WifeBusiness then you'll have a P&L report for that entity. Īnd then code each expense and revenue item to the appropriate account. You could set up your Chart of Accounts to include (for example). By default, the Profit and Loss report in GnuCash reports data from all Income and Expense accounts - but you can go into report options and set it to only report on specific accounts.
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