A quick edit.. When you say "enter all transactions from the source
account" I would say "source asset or liability account".
It can be very confusing entering data from an income, liability, or equity
account.
-derek
Sent using my mobile device. Please excuse any typos.
On July 24, 2023 07:58:57 Adrien Monteleone
<adrien.montele...@lusfiber.net> wrote:
Chris,
First,
I'd highly recommend while you are getting started to turn on View >
Transaction Journal View.
That way, you see all splits at all times and you don't have to fiddle
with the split function or have things jump around with auto-split view.
It also doesn't hide anything from your view.
While learning double-entry accounting, it is helpful to see what is
going on, just as if you were doing this on paper.
Of course, switch back to Basic or Auto-split at any time, but I found I
prefer the Transaction Journal view at all times. A high percentage of
my transactions have more than 2 splits, and I had to keep expanding
them to view the full info. (rather than see the less than informative
'split' every time)
Second,
I'd recommend if at all possible to form the habit of entering all
transactions from the source account. That is, transactions describe
money moving from one account to another. You'll find errors are greatly
reduced if you always enter transactions from the source, with the first
split as the source side, and then the other splits are the
'destination' accounts. (you can have more than one source or
destination of course)
When you first start a new transaction, GnuCash helpfully creates the
first split using the account that is open. (your source account in this
case) Just enter the amount of funds being paid as a Credit. (right
column, regardless of terminology) Note, that is the same for expenses
and income. (or charges)
See the attached screenshot using your example of snacks.
Of course, once you commit the transaction, GnuCash will re-order the
splits show Debits appear before Credits.
Regards,
Adrien
On 7/24/23 6:49 AM, Chris Green wrote:
Thanks both for the 'how to do it' for split transactions. I'm
getting there slowly! :-)
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