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Car/Insurnace or Insurance/Car? How categorize? me 05-09-2006
Posted by Andrew on May 10, 2006, 9:33 pm
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MikeB wrote:
> Andrew wrote:
>> But, as you surmise, it really depends on how you do things. This is
>> similar to an index. Say you're writing a book about baseball and
>> baseball players. An entry could either be in the index
>> BARRYBONDS:HOMERUNS or HOMERUNS:BARRYBONDS. So it really depends
>> on how you wish to slice and dice!
>>
>
> The analogy to a book index breaks down. In the book, you can have
> both entries or have one entry refer to the other:
>
> Barry Bonds:
> Home Runs
> Senate Testimony
>
> and
>
> Home Runs:
> Barry Bonds
> Mark McGwire
>
> or
>
> Home Runs:
> See (Barry Bonds; MarkMcGwire)
>

Yes Mike - true - not a very good example. What I was trying to point out
is that depending on what you wish to do, you can certainly have it in A:B
or B:A order. And in an index, you can have BOTH entries in the index,
whereas in Q, only one category in effect at any one time. It wasn't a good
example.


-----------------------------
Regards -

- Andrew



Posted by MikeB on May 12, 2006, 3:00 pm
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Andrew wrote:
> MikeB wrote:
> > Andrew wrote:
> >> But, as you surmise, it really depends on how you do things. This is
> >> similar to an index. Say you're writing a book about baseball and
> >> baseball players. An entry could either be in the index
> >> BARRYBONDS:HOMERUNS or HOMERUNS:BARRYBONDS. So it really depends
> >> on how you wish to slice and dice!
> >>
> >
> > The analogy to a book index breaks down. In the book, you can have
> > both entries or have one entry refer to the other:
> >
> > Barry Bonds:
> > Home Runs
> > Senate Testimony
> >
> > and
> >
> > Home Runs:
> > Barry Bonds
> > Mark McGwire
> >
> > or
> >
> > Home Runs:
> > See (Barry Bonds; MarkMcGwire)
> >
>
> Yes Mike - true - not a very good example. What I was trying to point out
> is that depending on what you wish to do, you can certainly have it in A:B
> or B:A order. And in an index, you can have BOTH entries in the index,
> whereas in Q, only one category in effect at any one time. It wasn't a good
> example.
>

And all the respondents to this thread missed the clue in my prior
post. Using Find/Replace you can simply change the category around at
the time of reporting! :D


Posted by Tom S. on May 16, 2006, 5:17 pm
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me@privacy.net says...
> Curious how you guys are handling certain things that
> can be categorized multiple ways?
>
> Example.... your car insurance?
>
> Do you categorize it under the "car" category as sub
> cat of "Insurance"
>
> Or do you have a separate "Insurance" category and sub
> cat of "Car"?
>
> I know it can be done either way .... but what have YOU
> found works best for you and why?
>
Insurance:Property & Casualty (P&C):Home
or I:P&C:Auto
Insurance:Medical
Insurance:Life

Classes are used to distinguish between insured assets or
individuals.
e.g. I:P&C:Auto/Truck, I:Life/<Person>

Saved reports cover situations when a relevant category is outside
the same category as the bulk of the categories of interest.

Why Classes?
Rick Hess and others have posted extensively on the value of using
classes to distinguish between the same expense incurred for
different items of the same general type. Their arguments were
persuasive for me.

Why Insurance then subcategories by line of insurance?
It reflects the way we set up our paper files. It reflects the way
we think.

HTH,
Tom S.

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