To group or not to group

[man...@gmail.com]

Hi,

I'm trying to understand best-practices for entries, and if there are pros/cons to grouping transections in one entry, or splitting it up.

The following is based on going to IKEA, eating lunch, buying a piece of furniture with a US CC, and getting it delivered.

2017-08-25 * "IKEA"

  Assets:Cash:DKK                         -50 DKK

  Expense:Travel:PublicTransit        50 DKK ; bus to IKEA

  Assets:Bank:DKK                       -100 DKK

  Expenses:Food:Restaurant         100 DKK ; lunch at IKEA

  Expense:Home                           631 DKK @@ 100 USD ; furniture

  Liabilities:CC                              -100 USD

  Assets:Cash:DKK                        -50 DKK ; deliver fee

  Expense:Home                             50 DKK

I could also see the furniture + delivery fee under "IKEA", and then separate entries for "Lunch" and "Bus".

Thanks,

   -k.

[Metin Akat]

Hi,

Although I have pretty complex transactions, I try not to group several distinct "payments" into one. I have no idea why :)

Metin

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[Martin Blais]

It's really just a choice.

The question to ask yourself if whether you'd want to be able to list a subset of the transactions individually or not.

For the most part, because most aggregation reports are done by grouping per account, it doesn't matter very much.

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[francois PEGORY]

My opinion is that in your case, 

I have three transaction. 

One for the public transportation 

One for the food

One for the furniture and the delivery

Basically one for each time you go to the cashier. 

In this case, you canore easily say what i do durimg my day... 

Regards

Envoyé de mon iPhone

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