Nested groups

[hsoft]

From email:

I like the fact that you can use folders, I wish this capability would be expanded to have nested folders. This would allow building a hierarchy of accounts and categories. The example below illustrates this:

EXPENSES
  +Personal Expenses Folder
     +Food Folder
          Groceries
          Dining Out
       Personal Hygiene Supplies
       Education
     +InsuranceFolder
          Health
          Life
          Dental
     +Medical Folder
         Physicians
         Dentists
         Optometrists
  +Facility Expenses Folder

[hsoft]

Also requested in this thread

Would it be possible to have sub-groups or does it make the reporting messy?

(I can see that it might, but there are occasions when it would be helpful to group within a larger group.)

[hsoft]

From Lighthouse:

I believe this feature is a must!

Of course, anybody would be able to abuse this feature and add unnecessary complications. However, when used appropriately, it could really clarify things.

It's great to be able to look at an overview of your accounts with general account categories. However, it's also beneficial to "zoom in" and look at the different accounts in your categories. This is especially pertinent to graphical analysis of expenses.

I find myself fighting whether separate accounts for easier analysis, or to keep the transactions in a single account for easier overview. Why not have both? An account tree make it possible!

This is the only thing that this application is "missing" in my opinion. I plead you to accept this ticket and implement it as soon as reasonably possible. I love moneyGuru, and I will switch to it from GnuCash as soon as the "account tree" or "account categories" is implemented.

Thank you in advance,

Mike

[hsoft]

From email:

I wanted to submit a feature would be very useful in this software. Indeed, for the moment, one can create account subgroups but limited on one level. To further categorize the expense (income), it would be really nice to do this for example:

Expenditure:
    .Home
        Electricity
        .Rent
            Net rent
            Loads
        Housewares


    .Transport
        Fuel
        .Maintenance
            Repairs
            Technical inspection

I think it will be good to have a miminum of 3 or 4 levels of categorizations Keeping course can hide each line as is done already today!

[p-baum]

I agree.

The lack of the ability to create subcategories is preventing me from switching from gnucash. Double entry bookkeeping should have no such restriction.

I'm otherwise initially impressed with this software. I'm even interested in adding HBCI abilities but that would be icing on an unfinished cake.

My 2 cents: Drop the groups and replace with a self referencing account model. Groups are not necessary because groups ARE accounts as are categories. If you need to identify what an account is being used as, just add flags as necessary (eg is_category=true then read only && display_subaccounts_below).

The result will be an infinitely flexible double entry booking system that allows users to model their financial universe. It will also allow them to create a complete mess but if they're doing double entry bookkeeping, they should get it. If they don't it will be an awesome tool for learning.

Thanks for an otherwise awesome contribution to the the world of free software.

[hsoft]

@pmatts I tend to agree with you and the current system is probably a design mistake. However, the switch you propose implies a significant refactoring. So it's a good idea, but also significant work.