#304 new
Virgil Dupras

Account exclusion that affect transfers

Reported by Virgil Dupras | February 1st, 2012 @ 02:31 PM

from email:

Be able to view the Profit & Loss page, filtered on Asset accounts.

Use case: Asset Accounts are sometimes used to split business activities, which need to be reported separately on. The Asset Accounts will however share the income/expenses accounts.

Example: I have two asset accounts to track transactions for two activities my business performs (Web Design, iPhone app development). Both of these asset accounts have transactions associated with the Software - Web Development expense account and will sometimes even share a single transaction. Ideally I need to be able to sometimes view the Profit & Loss page, and only transactions involving that activity would be viewable.

When I designed the account exclusion feature, I asked myself if the exclusion should affect only the excluded account, or also exclude all entries from/to this account to other accounts, as is explained in this use case. I opted for the former, figuring that the latter would greatly confuse users.

However, having the latter behavior as an option would significantly expand moneyGuru's reporting capabilities.

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