subject:"\[GNC\] How to move a transaction with splits from one top\-level account to another \- take 2"

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-20 Thread R Losey

There is also a menu item in GnuCash under Transaction that allows one to
cut and paste it; I've used that to move transactions to the proper account.

On Fri, Jan 20, 2023 at 3:33 PM Kalpesh Patel  wrote:

> Since there are more than two ways suggested, I was highlighting the
> pitfall
> -- if delete route was used instead of simply changing its parent -- that
> it
> does not delete all transactions that are present in the latter account
> before
> reassigning the transactions from the former account to latter one.
> Re-parenting is the preferred method.
>
> I would say that you might be able to tell if the account was empty or not
> afterwards is to retain the GNC log file that gets created that would
> capture
> that event or you put some sort of marker in the account that it was empty
> would be two ways I think it can be accomplished if it was necessary. But
> that
> is not a strait forward built-in functionality that I believe you are
> referring to.
>
>
> --
>
> Message: 2
> Date: Thu, 19 Jan 2023 15:50:48 -0500
> From: Michael or Penny Novack 
> To: gnucash-user@gnucash.org
> Subject: Re: [GNC] How to move a transaction with splits from one
> top-level account to another - take 2
> Message-ID: 
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> On 1/19/2023 12:44 PM, Kalpesh Patel wrote:
> > Just to add a bit of clarification to this, if you do decide to go with
> the
> > delete route, transactions that are in the former account are merged into
> > latter one.
> >
> Uh  if your intent is to MOVE an account to a? different place in
> the CoA, simply change its parent. Same if you want a different name for
> the account, just rename it. In either of those situations, you are not
> intending to alter any transactions, so why touch them.
>
> Yes, delete will work IF the destination account is empty. But moving by
> delete is a MERGE operation (merge the transactions in the account being
> deleted with the transactions already in the destination account.
> However, how would you demonstrate afterword's that it had been empty?
>
> Michael D Novack
>
>
> --
>
> ___
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-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-20 Thread Kalpesh Patel

Since there are more than two ways suggested, I was highlighting the pitfall
-- if delete route was used instead of simply changing its parent -- that it
does not delete all transactions that are present in the latter account before
reassigning the transactions from the former account to latter one.
Re-parenting is the preferred method.

I would say that you might be able to tell if the account was empty or not
afterwards is to retain the GNC log file that gets created that would capture
that event or you put some sort of marker in the account that it was empty
would be two ways I think it can be accomplished if it was necessary. But that
is not a strait forward built-in functionality that I believe you are
referring to.

--

Message: 2
Date: Thu, 19 Jan 2023 15:50:48 -0500
From: Michael or Penny Novack 
To: gnucash-user@gnucash.org
Subject: Re: [GNC] How to move a transaction with splits from one
top-level account to another - take 2
Message-ID: 
Content-Type: text/plain; charset=UTF-8; format=flowed

On 1/19/2023 12:44 PM, Kalpesh Patel wrote:
> Just to add a bit of clarification to this, if you do decide to go with the
> delete route, transactions that are in the former account are merged into
> latter one.
>
Uh  if your intent is to MOVE an account to a? different place in
the CoA, simply change its parent. Same if you want a different name for
the account, just rename it. In either of those situations, you are not
intending to alter any transactions, so why touch them.

Yes, delete will work IF the destination account is empty. But moving by
delete is a MERGE operation (merge the transactions in the account being
deleted with the transactions already in the destination account.
However, how would you demonstrate afterword's that it had been empty?

Michael D Novack

--

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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Michael or Penny Novack


On 1/19/2023 12:44 PM, Kalpesh Patel wrote:

Just to add a bit of clarification to this, if you do decide to go with the
delete route, transactions that are in the former account are merged into
latter one.

Uh  if your intent is to MOVE an account to a  different place in 
the CoA, simply change its parent. Same if you want a different name for 
the account, just rename it. In either of those situations you are not 
intending to alter any transactions, so why touch them.


Yes, delete will work IF the destination account is empty. But moving by 
delete is a MERGE operation (merge the transactions in the account being 
deleted wit the transactions already in the destination account. 
However, how would you demonstrate afterwords that it had been empty?


Michael D Novack



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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Phyllis Bruce

Sorry, trying again (and I have NOT been drinking...)

Highlight your top level Credit Card.  Now, go to the top of the screen and
choose "Edit".  You will get a pop up where you can enter Liabilities as
the Parent account for Credit Card.  Done.

On Thu, Jan 19, 2023 at 2:38 PM Phyllis Bruce  wrote:

> It should be easy enough to make Liabilities the .  Make Credit Cards by
> highlighting you top level account of Credit Cards.  Go to the bottom of
> the pop up screen and make Liabilities the Parent Account of Credit Card.
> Done.
>
>
>
> On Thu, Jan 19, 2023 at 9:41 AM Xe Roy  wrote:
>
>> David T.
>>
>> Thanks.
>> Your advice makes sense.
>> Since I have already created my credit card accounts as top-level
>> accounts and they have about a month's worth of data, is it possible to
>> move them to another account?
>> Example: move VISA to LIABILITIES > CREDIT CARDS > VISA
>>
>>
>> Sent from Outlook 
>> --
>> *From:* David T. 
>> *Sent:* Thursday, January 19, 2023 6:02 AM
>> *To:* Xe Roy 
>> *Cc:* Phyllis Bruce ; Fross, Michael <
>> mich...@fross.org>; gnucash-user@gnucash.org 
>> *Subject:* Re: [GNC] How to move a transaction with splits from one
>> top-level account to another - take 2
>>
>> Xe Roy,
>>
>> Just a note that it's more common to structure your GnuCash accounts with
>> just five top level accounts:
>>
>> Assets
>> Liabilities
>> Equity
>> Income
>> Expenses
>>
>> You'd put the "Credit Cards" account under Liabilities, with each credit
>> card in its own account within Credit Cards,  like so:
>>
>> Liabilities
>> - Credit Cards
>> - - Visa
>> - - Mastercard
>>
>> This groups the accounts in ways that make reporting clearer and easier.
>>
>> David T.
>> On Jan 19, 2023, at 2:07 AM, Xe Roy  wrote:
>>
>> Thanks everyone for your patience.
>> I finally got it.
>> I had to click on the transaction > click SPLITS > then find the line in the 
>> splits that says MASTER CARD > change that to VISA > ENTER
>>
>>
>>
>>
>> Sent from Outlook
>>
>> --
>>
>> From: Phyllis Bruce 
>> Sent: Wednesday, January 18, 2023 1:00 PM
>> To: Fross, Michael 
>> Cc: Xe Roy ; gnucash-user@gnucash.org 
>> 
>> Subject: Re: [GNC] How to move a transaction with splits from one top-level 
>> account to another - take 2
>>
>> Xe Roy,
>>
>> You will find if you just change your top level account in the transaction, 
>> the splits will follow it.  Just as Michael described above.  I've used jump 
>> but I find it just as easy to make that one correction.
>> Additionally, if you found you chose the wrong account for one of your 
>> splits, just change it to the correct account and only that split gets 
>> changed.
>>
>> Hth - po
>>
>> On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael 
>> mailto:mich...@fross.org>> wrote:
>> When I notice I've placed a transaction in the wrong spot, I "jump" to the
>> matching transaction and correct the credit card.  For example:
>>
>> I put my Walmart grocery into the CreditCard1 account instead of the
>> CreditCard2 account.  I noticed this in the CreditCard1 account.
>>
>> 1. "Jump" to the matching transaction.  So now I am in the Grocery account.
>> 2. Change that transaction to be CreditCard2 instead of the incorrect
>> CreditCard1 account.
>> 3. Press enter.
>>
>> The transaction in Grocery is fine, but you'll find it's gone from
>> CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
>> friend.
>>
>> Michael
>>
>> On Wed, Jan 18, 2023 at 3:31 PM Xe Roy 
>> mailto:xe...@hotmail.com>> wrote:
>>
>>  I asked this question earlier but initial responses made me realize more
>>  detail was necessary.
>>
>>  I am a newby to gnucash ... trying to switch from Quicken to gnucash.
>>  A mistake I regularly make is to enter a transaction into the wrong
>>  account.
>>  I'll have several accounts open and I just forget to switch.
>>  In Quicken, I just move the transaction (splits and all) to the new
>>  account.
>>  The Internet chatter I've found so far lead me to believe this feature is
>>  missing from gnucash.
>>  I hope that's not true because it would really cause me excessive hassle.
>>  I hope there is a way to move a transaction (including any splits) to
>>  another account.
>>
>>  Here is an example which illustrates a typical situation:
>>  Let's say I have two credit cards, VISA and MASTER CARD.
>>  Each has their own top-level CREDIT CARD account in gnucash, and each has
>>  its own tab in gnucash.
>>  I meant to enter a transaction in VISA but accidently entered it in MASTER
>>  CARD.
>>  The transaction is for $10 with WALMART in the description.
>>  So, the main entry shows $10 and the splits show $5 to the clothing
>>  account and $5 to the food account.
>>  I want to move the entire WALMART transaction, including the splits, from
>>  the MASTER CARD top-level account to the VISA top-level account in one easy
>>  step.
>>  This is easily doable in Quicken by

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Phyllis Bruce

It should be easy enough to make Liabilities the .  Make Credit Cards by
highlighting you top level account of Credit Cards.  Go to the bottom of
the pop up screen and make Liabilities the Parent Account of Credit Card.
Done.



On Thu, Jan 19, 2023 at 9:41 AM Xe Roy  wrote:

> David T.
>
> Thanks.
> Your advice makes sense.
> Since I have already created my credit card accounts as top-level accounts
> and they have about a month's worth of data, is it possible to move them to
> another account?
> Example: move VISA to LIABILITIES > CREDIT CARDS > VISA
>
>
> Sent from Outlook 
> --
> *From:* David T. 
> *Sent:* Thursday, January 19, 2023 6:02 AM
> *To:* Xe Roy 
> *Cc:* Phyllis Bruce ; Fross, Michael <
> mich...@fross.org>; gnucash-user@gnucash.org 
> *Subject:* Re: [GNC] How to move a transaction with splits from one
> top-level account to another - take 2
>
> Xe Roy,
>
> Just a note that it's more common to structure your GnuCash accounts with
> just five top level accounts:
>
> Assets
> Liabilities
> Equity
> Income
> Expenses
>
> You'd put the "Credit Cards" account under Liabilities, with each credit
> card in its own account within Credit Cards,  like so:
>
> Liabilities
> - Credit Cards
> - - Visa
> - - Mastercard
>
> This groups the accounts in ways that make reporting clearer and easier.
>
> David T.
> On Jan 19, 2023, at 2:07 AM, Xe Roy  wrote:
>
> Thanks everyone for your patience.
> I finally got it.
> I had to click on the transaction > click SPLITS > then find the line in the 
> splits that says MASTER CARD > change that to VISA > ENTER
>
>
>
>
> Sent from Outlook
>
> --
>
> From: Phyllis Bruce 
> Sent: Wednesday, January 18, 2023 1:00 PM
> To: Fross, Michael 
> Cc: Xe Roy ; gnucash-user@gnucash.org 
> 
> Subject: Re: [GNC] How to move a transaction with splits from one top-level 
> account to another - take 2
>
> Xe Roy,
>
> You will find if you just change your top level account in the transaction, 
> the splits will follow it.  Just as Michael described above.  I've used jump 
> but I find it just as easy to make that one correction.
> Additionally, if you found you chose the wrong account for one of your 
> splits, just change it to the correct account and only that split gets 
> changed.
>
> Hth - po
>
> On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael 
> mailto:mich...@fross.org>> wrote:
> When I notice I've placed a transaction in the wrong spot, I "jump" to the
> matching transaction and correct the credit card.  For example:
>
> I put my Walmart grocery into the CreditCard1 account instead of the
> CreditCard2 account.  I noticed this in the CreditCard1 account.
>
> 1. "Jump" to the matching transaction.  So now I am in the Grocery account.
> 2. Change that transaction to be CreditCard2 instead of the incorrect
> CreditCard1 account.
> 3. Press enter.
>
> The transaction in Grocery is fine, but you'll find it's gone from
> CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
> friend.
>
> Michael
>
> On Wed, Jan 18, 2023 at 3:31 PM Xe Roy 
> mailto:xe...@hotmail.com>> wrote:
>
>  I asked this question earlier but initial responses made me realize more
>  detail was necessary.
>
>  I am a newby to gnucash ... trying to switch from Quicken to gnucash.
>  A mistake I regularly make is to enter a transaction into the wrong
>  account.
>  I'll have several accounts open and I just forget to switch.
>  In Quicken, I just move the transaction (splits and all) to the new
>  account.
>  The Internet chatter I've found so far lead me to believe this feature is
>  missing from gnucash.
>  I hope that's not true because it would really cause me excessive hassle.
>  I hope there is a way to move a transaction (including any splits) to
>  another account.
>
>  Here is an example which illustrates a typical situation:
>  Let's say I have two credit cards, VISA and MASTER CARD.
>  Each has their own top-level CREDIT CARD account in gnucash, and each has
>  its own tab in gnucash.
>  I meant to enter a transaction in VISA but accidently entered it in MASTER
>  CARD.
>  The transaction is for $10 with WALMART in the description.
>  So, the main entry shows $10 and the splits show $5 to the clothing
>  account and $5 to the food account.
>  I want to move the entire WALMART transaction, including the splits, from
>  the MASTER CARD top-level account to the VISA top-level account in one easy
>  step.
>  This is easily doable in Quicken by right-clicking anywhere in the
>  transaction, clicking MOVE, and selecting the new account VISA.
>  How is this done in gnucash?
>
>
>
>  Sent from Outlook
> --
>
>  gnucash-user mailing list
>  gnucash-user@gnucash.org
>  To update your subscription preferences or to unsubscribe:
>  https://lists.gnucash.org/mailman/listinfo/gnucash-user
>  -
>  Please

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Kalpesh Patel

Just to add a bit of clarification to this, if you do decide to go with the
delete route, transactions that are in the former account are merged into
latter one. 

 
> --
> 
> Message: 1
> Date: Thu, 19 Jan 2023 16:19:09 +
> From: Gyle McCollam 
> To: Xe Roy , David T. 
> Cc: "gnucash-user@gnucash.org" 
> Subject: Re: [GNC] How to move a transaction with splits from one
>   top-level account to another - take 2
> Message-ID:
> 

>   
> Content-Type: text/plain; charset="utf-8"
> 
> Xe Roy,
> David T. method is correct and best, but if you have already crested
Liabilities:Credit Cards:Visa, you can also find the account in the Chart of
Accounts page and select delete.  Gnucash will ask what account you want to
move the transactions to and you can select the new account.  However, this is
best used to move transactions to an account with a different name.  To move
from Visa to Liab:CredCd:Visa, David T.s suggestion is the better method.
> 
> 
> Thank You,
> 
> Gyle McCollam
> 
> Gyle McCollam
> 
> gmccol...@live.com   email
> 
> 
> From: gnucash-user  on
behalf of David T. via gnucash-user 
> Sent: Thursday, January 19, 2023 10:57 AM
> To: Xe Roy 
> Cc: gnucash-user@gnucash.org 
> Subject: Re: [GNC] How to move a transaction with splits from one top-level
account to another - take 2
> 
> Assuming you have the Liabilities and Credit Cards accounts created, it's
simple.  From the Chart of Accounts page, select the account you want to move
(e.g., Visa) click the edit button, locate the Parent Account, change it to
Liabilities:Credit Cards, and click Save.
> 
> Done.
> 
> ?David T. ?
> 
> On Jan 19, 2023, 6:41 PM, at 6:41 PM, Xe Roy  wrote:
> >David T.
> >
> >Thanks.
> >Your advice makes sense.
> >Since I have already created my credit card accounts as top-level
> >accounts and they have about a month's worth of data, is it possible to
> >move them to another account?
> >Example: move VISA to LIABILITIES > CREDIT CARDS > VISA
> >
> >
> >
> >Sent from Outlook
> >
> >
> >From: David T. 
> >Sent: Thursday, January 19, 2023 6:02 AM
> >To: Xe Roy 
> >Cc: Phyllis Bruce ; Fross, Michael
> >; gnucash-user@gnucash.org
> >
> >Subject: Re: [GNC] How to move a transaction with splits from one
> >top-level account to another - take 2
> >
> >Xe Roy,
> >
> >Just a note that it's more common to structure your GnuCash accounts
> >with just five top level accounts:
> >
> >Assets
> >Liabilities
> >Equity
> >Income
> >Expenses
> >
> >You'd put the "Credit Cards" account under Liabilities, with each
> >credit card in its own account within Credit Cards,  like so:
> >
> >Liabilities
> >- Credit Cards
> >- - Visa
> >- - Mastercard
> >
> >This groups the accounts in ways that make reporting clearer and
> >easier.
> >
> >David T.
> >On Jan 19, 2023, at 2:07 AM, Xe Roy
> >mailto:xe...@hotmail.com>> wrote:
> >
> >Thanks everyone for your patience.
> >I finally got it.
> >I had to click on the transaction > click SPLITS > then find the line
> >in the splits that says MASTER CARD > change that to VISA > ENTER
> >
> >
> >
> >
> >Sent from Outlook
> >
> >
> >
> >From: Phyllis Bruce 
> >Sent: Wednesday, January 18, 2023 1:00 PM
> >To: Fross, Michael 
> >Cc: Xe Roy ; gnucash-user@gnucash.org
> >
> >Subject: Re: [GNC] How to move a transaction with splits from one
> >top-level account to another - take 2
> >
> >Xe Roy,
> >
> >You will find if you just change your top level account in the
> >transaction, the splits will follow it.  Just as Michael described
> >above.  I've used jump but I find it just as easy to make that one
> >correction.
> >Additionally, if you found you chose the wrong account for one of your
> >splits, just change it to the correct account and only that split gets
> >changed.
> >
> >Hth - po
> >
> >On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael
> >mailto:mich...@fross.org>> wrote:
> >When I notice I've placed a transaction in the wrong spot, I "jump" to
> >the
> >matching transaction and correct the credit card.  For example:
> >
> >I put my Walmart grocery into the CreditCard1 account instead of the
> >CreditCard2 account.  I noticed this in the CreditCard1 account.
> >
> >1. "Jump" to the matching transaction.  So now I am in the Grocery
> >account.
> >2. Change that transaction to be CreditCard2 instead of the incorrect
> >CreditCard1 account.
> >3. Press enter.
> >
> >The transaction in Grocery is fine, but you'll find it's gone from
> >CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
> >friend.
> >
> >Michael
> >
> >On Wed, Jan 18, 2023 at 3:31 PM Xe Roy
> >mailto:xe...@hotmail.com>> wrote:
> >
> >I asked this question earlier but initial responses made me realize
> >more
> > detail was necessary.
> >
> > I am a newby to gnucash ...

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Gyle McCollam

Xe Roy,
David T. method is correct and best, but if you have already crested 
Liabilities:Credit Cards:Visa, you can also find the account in the Chart of 
Accounts page and select delete.  Gnucash will ask what account you want to 
move the transactions to and you can select the new account.  However, this is 
best used to move transactions to an account with a different name.  To move 
from Visa to Liab:CredCd:Visa, David T.s suggestion is the better method.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com   email


From: gnucash-user  on 
behalf of David T. via gnucash-user 
Sent: Thursday, January 19, 2023 10:57 AM
To: Xe Roy 
Cc: gnucash-user@gnucash.org 
Subject: Re: [GNC] How to move a transaction with splits from one top-level 
account to another - take 2

Assuming you have the Liabilities and Credit Cards accounts created, it's 
simple.  From the Chart of Accounts page, select the account you want to move 
(e.g., Visa) click the edit button, locate the Parent Account, change it to 
Liabilities:Credit Cards, and click Save.

Done.

⁣David T. 

On Jan 19, 2023, 6:41 PM, at 6:41 PM, Xe Roy  wrote:
>David T.
>
>Thanks.
>Your advice makes sense.
>Since I have already created my credit card accounts as top-level
>accounts and they have about a month's worth of data, is it possible to
>move them to another account?
>Example: move VISA to LIABILITIES > CREDIT CARDS > VISA
>
>
>
>Sent from Outlook
>
>
>From: David T. 
>Sent: Thursday, January 19, 2023 6:02 AM
>To: Xe Roy 
>Cc: Phyllis Bruce ; Fross, Michael
>; gnucash-user@gnucash.org
>
>Subject: Re: [GNC] How to move a transaction with splits from one
>top-level account to another - take 2
>
>Xe Roy,
>
>Just a note that it's more common to structure your GnuCash accounts
>with just five top level accounts:
>
>Assets
>Liabilities
>Equity
>Income
>Expenses
>
>You'd put the "Credit Cards" account under Liabilities, with each
>credit card in its own account within Credit Cards,  like so:
>
>Liabilities
>- Credit Cards
>- - Visa
>- - Mastercard
>
>This groups the accounts in ways that make reporting clearer and
>easier.
>
>David T.
>On Jan 19, 2023, at 2:07 AM, Xe Roy
>mailto:xe...@hotmail.com>> wrote:
>
>Thanks everyone for your patience.
>I finally got it.
>I had to click on the transaction > click SPLITS > then find the line
>in the splits that says MASTER CARD > change that to VISA > ENTER
>
>
>
>
>Sent from Outlook
>
>
>
>From: Phyllis Bruce 
>Sent: Wednesday, January 18, 2023 1:00 PM
>To: Fross, Michael 
>Cc: Xe Roy ; gnucash-user@gnucash.org
>
>Subject: Re: [GNC] How to move a transaction with splits from one
>top-level account to another - take 2
>
>Xe Roy,
>
>You will find if you just change your top level account in the
>transaction, the splits will follow it.  Just as Michael described
>above.  I've used jump but I find it just as easy to make that one
>correction.
>Additionally, if you found you chose the wrong account for one of your
>splits, just change it to the correct account and only that split gets
>changed.
>
>Hth - po
>
>On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael
>mailto:mich...@fross.org>> wrote:
>When I notice I've placed a transaction in the wrong spot, I "jump" to
>the
>matching transaction and correct the credit card.  For example:
>
>I put my Walmart grocery into the CreditCard1 account instead of the
>CreditCard2 account.  I noticed this in the CreditCard1 account.
>
>1. "Jump" to the matching transaction.  So now I am in the Grocery
>account.
>2. Change that transaction to be CreditCard2 instead of the incorrect
>CreditCard1 account.
>3. Press enter.
>
>The transaction in Grocery is fine, but you'll find it's gone from
>CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
>friend.
>
>Michael
>
>On Wed, Jan 18, 2023 at 3:31 PM Xe Roy
>mailto:xe...@hotmail.com>> wrote:
>
>I asked this question earlier but initial responses made me realize
>more
> detail was necessary.
>
> I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> A mistake I regularly make is to enter a transaction into the wrong
> account.
> I'll have several accounts open and I just forget to switch.
> In Quicken, I just move the transaction (splits and all) to the new
> account.
>The Internet chatter I've found so far lead me to believe this feature
>is
> missing from gnucash.
>I hope that's not true because it would really cause me excessive
>hassle.
> I hope there is a way to move a transaction (including any splits) to
> another account.
>
> Here is an example which illustrates a typical situation:
> Let's say I have two credit cards, VISA and MASTER CARD.
>Each has their own top-level CREDIT CARD account in gnucash, and each
>has
> its own tab in gnucash.
>I meant to enter a transaction in VISA but accidently entered it in

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread David T. via gnucash-user

Assuming you have the Liabilities and Credit Cards accounts created, it's 
simple.  From the Chart of Accounts page, select the account you want to move 
(e.g., Visa) click the edit button, locate the Parent Account, change it to 
Liabilities:Credit Cards, and click Save. 

Done. 

⁣David T. 

On Jan 19, 2023, 6:41 PM, at 6:41 PM, Xe Roy  wrote:
>David T.
>
>Thanks.
>Your advice makes sense.
>Since I have already created my credit card accounts as top-level
>accounts and they have about a month's worth of data, is it possible to
>move them to another account?
>Example: move VISA to LIABILITIES > CREDIT CARDS > VISA
>
>
>
>Sent from Outlook
>
>
>From: David T. 
>Sent: Thursday, January 19, 2023 6:02 AM
>To: Xe Roy 
>Cc: Phyllis Bruce ; Fross, Michael
>; gnucash-user@gnucash.org
>
>Subject: Re: [GNC] How to move a transaction with splits from one
>top-level account to another - take 2
>
>Xe Roy,
>
>Just a note that it's more common to structure your GnuCash accounts
>with just five top level accounts:
>
>Assets
>Liabilities
>Equity
>Income
>Expenses
>
>You'd put the "Credit Cards" account under Liabilities, with each
>credit card in its own account within Credit Cards,  like so:
>
>Liabilities
>- Credit Cards
>- - Visa
>- - Mastercard
>
>This groups the accounts in ways that make reporting clearer and
>easier.
>
>David T.
>On Jan 19, 2023, at 2:07 AM, Xe Roy
>mailto:xe...@hotmail.com>> wrote:
>
>Thanks everyone for your patience.
>I finally got it.
>I had to click on the transaction > click SPLITS > then find the line
>in the splits that says MASTER CARD > change that to VISA > ENTER
>
>
>
>
>Sent from Outlook
>
>
>
>From: Phyllis Bruce 
>Sent: Wednesday, January 18, 2023 1:00 PM
>To: Fross, Michael 
>Cc: Xe Roy ; gnucash-user@gnucash.org
>
>Subject: Re: [GNC] How to move a transaction with splits from one
>top-level account to another - take 2
>
>Xe Roy,
>
>You will find if you just change your top level account in the
>transaction, the splits will follow it.  Just as Michael described
>above.  I've used jump but I find it just as easy to make that one
>correction.
>Additionally, if you found you chose the wrong account for one of your
>splits, just change it to the correct account and only that split gets
>changed.
>
>Hth - po
>
>On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael
>mailto:mich...@fross.org>> wrote:
>When I notice I've placed a transaction in the wrong spot, I "jump" to
>the
>matching transaction and correct the credit card.  For example:
>
>I put my Walmart grocery into the CreditCard1 account instead of the
>CreditCard2 account.  I noticed this in the CreditCard1 account.
>
>1. "Jump" to the matching transaction.  So now I am in the Grocery
>account.
>2. Change that transaction to be CreditCard2 instead of the incorrect
>CreditCard1 account.
>3. Press enter.
>
>The transaction in Grocery is fine, but you'll find it's gone from
>CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
>friend.
>
>Michael
>
>On Wed, Jan 18, 2023 at 3:31 PM Xe Roy
>mailto:xe...@hotmail.com>> wrote:
>
>I asked this question earlier but initial responses made me realize
>more
> detail was necessary.
>
> I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> A mistake I regularly make is to enter a transaction into the wrong
> account.
> I'll have several accounts open and I just forget to switch.
> In Quicken, I just move the transaction (splits and all) to the new
> account.
>The Internet chatter I've found so far lead me to believe this feature
>is
> missing from gnucash.
>I hope that's not true because it would really cause me excessive
>hassle.
> I hope there is a way to move a transaction (including any splits) to
> another account.
>
> Here is an example which illustrates a typical situation:
> Let's say I have two credit cards, VISA and MASTER CARD.
>Each has their own top-level CREDIT CARD account in gnucash, and each
>has
> its own tab in gnucash.
>I meant to enter a transaction in VISA but accidently entered it in
>MASTER
> CARD.
> The transaction is for $10 with WALMART in the description.
> So, the main entry shows $10 and the splits show $5 to the clothing
> account and $5 to the food account.
>I want to move the entire WALMART transaction, including the splits,
>from
>the MASTER CARD top-level account to the VISA top-level account in one
>easy
> step.
> This is easily doable in Quicken by right-clicking anywhere in the
> transaction, clicking MOVE, and selecting the new account VISA.
> How is this done in gnucash?
>
>
>
> Sent from Outlook
>
>
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -
> Please remember to CC this list on all

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread Xe Roy

David T.

Thanks.
Your advice makes sense.
Since I have already created my credit card accounts as top-level accounts and 
they have about a month's worth of data, is it possible to move them to another 
account?
Example: move VISA to LIABILITIES > CREDIT CARDS > VISA



Sent from Outlook


From: David T. 
Sent: Thursday, January 19, 2023 6:02 AM
To: Xe Roy 
Cc: Phyllis Bruce ; Fross, Michael ; 
gnucash-user@gnucash.org 
Subject: Re: [GNC] How to move a transaction with splits from one top-level 
account to another - take 2

Xe Roy,

Just a note that it's more common to structure your GnuCash accounts with just 
five top level accounts:

Assets
Liabilities
Equity
Income
Expenses

You'd put the "Credit Cards" account under Liabilities, with each credit card 
in its own account within Credit Cards,  like so:

Liabilities
- Credit Cards
- - Visa
- - Mastercard

This groups the accounts in ways that make reporting clearer and easier.

David T.
On Jan 19, 2023, at 2:07 AM, Xe Roy 
mailto:xe...@hotmail.com>> wrote:

Thanks everyone for your patience.
I finally got it.
I had to click on the transaction > click SPLITS > then find the line in the 
splits that says MASTER CARD > change that to VISA > ENTER




Sent from Outlook



From: Phyllis Bruce 
Sent: Wednesday, January 18, 2023 1:00 PM
To: Fross, Michael 
Cc: Xe Roy ; gnucash-user@gnucash.org 

Subject: Re: [GNC] How to move a transaction with splits from one top-level 
account to another - take 2

Xe Roy,

You will find if you just change your top level account in the transaction, the 
splits will follow it.  Just as Michael described above.  I've used jump but I 
find it just as easy to make that one correction.
Additionally, if you found you chose the wrong account for one of your splits, 
just change it to the correct account and only that split gets changed.

Hth - po

On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael 
mailto:mich...@fross.org>> wrote:
When I notice I've placed a transaction in the wrong spot, I "jump" to the
matching transaction and correct the credit card.  For example:

I put my Walmart grocery into the CreditCard1 account instead of the
CreditCard2 account.  I noticed this in the CreditCard1 account.

1. "Jump" to the matching transaction.  So now I am in the Grocery account.
2. Change that transaction to be CreditCard2 instead of the incorrect
CreditCard1 account.
3. Press enter.

The transaction in Grocery is fine, but you'll find it's gone from
CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
friend.

Michael

On Wed, Jan 18, 2023 at 3:31 PM Xe Roy 
mailto:xe...@hotmail.com>> wrote:

 I asked this question earlier but initial responses made me realize more
 detail was necessary.

 I am a newby to gnucash ... trying to switch from Quicken to gnucash.
 A mistake I regularly make is to enter a transaction into the wrong
 account.
 I'll have several accounts open and I just forget to switch.
 In Quicken, I just move the transaction (splits and all) to the new
 account.
 The Internet chatter I've found so far lead me to believe this feature is
 missing from gnucash.
 I hope that's not true because it would really cause me excessive hassle.
 I hope there is a way to move a transaction (including any splits) to
 another account.

 Here is an example which illustrates a typical situation:
 Let's say I have two credit cards, VISA and MASTER CARD.
 Each has their own top-level CREDIT CARD account in gnucash, and each has
 its own tab in gnucash.
 I meant to enter a transaction in VISA but accidently entered it in MASTER
 CARD.
 The transaction is for $10 with WALMART in the description.
 So, the main entry shows $10 and the splits show $5 to the clothing
 account and $5 to the food account.
 I want to move the entire WALMART transaction, including the splits, from
 the MASTER CARD top-level account to the VISA top-level account in one easy
 step.
 This is easily doable in Quicken by right-clicking anywhere in the
 transaction, clicking MOVE, and selecting the new account VISA.
 How is this done in gnucash?



 Sent from Outlook


 gnucash-user mailing list
 gnucash-user@gnucash.org
 To update your subscription preferences or to unsubscribe:
 https://lists.gnucash.org/mailman/listinfo/gnucash-user
 -
 Please remember to CC this list on all your replies.
 You can do this by using Reply-To-List or Reply-All.



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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-19 Thread David T. via gnucash-user

Xe Roy,

Just a note that it's more common to structure your GnuCash accounts with just 
five top level accounts:

Assets
Liabilities
Equity
Income
Expenses

You'd put the "Credit Cards" account under Liabilities, with each credit card 
in its own account within Credit Cards,  like so:

Liabilities
- Credit Cards
- - Visa 
- - Mastercard

This groups the accounts in ways that make reporting clearer and easier. 

⁣David T. 

On Jan 19, 2023, 2:07 AM, at 2:07 AM, Xe Roy  wrote:
>Thanks everyone for your patience.
>I finally got it.
>I had to click on the transaction > click SPLITS > then find the line
>in the splits that says MASTER CARD > change that to VISA > ENTER
>
>
>
>
>Sent from Outlook
>
>
>From: Phyllis Bruce 
>Sent: Wednesday, January 18, 2023 1:00 PM
>To: Fross, Michael 
>Cc: Xe Roy ; gnucash-user@gnucash.org
>
>Subject: Re: [GNC] How to move a transaction with splits from one
>top-level account to another - take 2
>
>Xe Roy,
>
>You will find if you just change your top level account in the
>transaction, the splits will follow it.  Just as Michael described
>above.  I've used jump but I find it just as easy to make that one
>correction.
>Additionally, if you found you chose the wrong account for one of your
>splits, just change it to the correct account and only that split gets
>changed.
>
>Hth - po
>
>On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael
>mailto:mich...@fross.org>> wrote:
>When I notice I've placed a transaction in the wrong spot, I "jump" to
>the
>matching transaction and correct the credit card.  For example:
>
>I put my Walmart grocery into the CreditCard1 account instead of the
>CreditCard2 account.  I noticed this in the CreditCard1 account.
>
>1. "Jump" to the matching transaction.  So now I am in the Grocery
>account.
>2. Change that transaction to be CreditCard2 instead of the incorrect
>CreditCard1 account.
>3. Press enter.
>
>The transaction in Grocery is fine, but you'll find it's gone from
>CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
>friend.
>
>Michael
>
>On Wed, Jan 18, 2023 at 3:31 PM Xe Roy
>mailto:xe...@hotmail.com>> wrote:
>
>> I asked this question earlier but initial responses made me realize
>more
>> detail was necessary.
>>
>> I am a newby to gnucash ... trying to switch from Quicken to gnucash.
>> A mistake I regularly make is to enter a transaction into the wrong
>> account.
>> I'll have several accounts open and I just forget to switch.
>> In Quicken, I just move the transaction (splits and all) to the new
>> account.
>> The Internet chatter I've found so far lead me to believe this
>feature is
>> missing from gnucash.
>> I hope that's not true because it would really cause me excessive
>hassle.
>> I hope there is a way to move a transaction (including any splits) to
>> another account.
>>
>> Here is an example which illustrates a typical situation:
>> Let's say I have two credit cards, VISA and MASTER CARD.
>> Each has their own top-level CREDIT CARD account in gnucash, and each
>has
>> its own tab in gnucash.
>> I meant to enter a transaction in VISA but accidently entered it in
>MASTER
>> CARD.
>> The transaction is for $10 with WALMART in the description.
>> So, the main entry shows $10 and the splits show $5 to the clothing
>> account and $5 to the food account.
>> I want to move the entire WALMART transaction, including the splits,
>from
>> the MASTER CARD top-level account to the VISA top-level account in
>one easy
>> step.
>> This is easily doable in Quicken by right-clicking anywhere in the
>> transaction, clicking MOVE, and selecting the new account VISA.
>> How is this done in gnucash?
>>
>>
>>
>> Sent from Outlook
>> ___
>> gnucash-user mailing list
>> gnucash-user@gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> -
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>>
>___
>gnucash-user mailing list
>gnucash-user@gnucash.org
>To update your subscription preferences or to unsubscribe:
>https://lists.gnucash.org/mailman/listinfo/gnucash-user
>-
>Please remember to CC this list on all your replies.
>You can do this by using Reply-To-List or Reply-All.
>___
>gnucash-user mailing list
>gnucash-user@gnucash.org
>To update your subscription preferences or to unsubscribe:
>https://lists.gnucash.org/mailman/listinfo/gnucash-user
>-
>Please remember to CC this list on all your replies.
>You can do this by using Reply-To-List or Reply-All.
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To update your subscription preferences or to unsubscribe:

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-18 Thread Kalpesh Patel

Xe Roy-

>From what I can tell is that you want is to move the transaction (from a
Quicken perspective) from one account to another. In GnuCash, where a
transaction shows up in a top-level account is decided by how that transaction
is comprised or broken up into its components which auto-magically displays on
the top-level account. Quicken is not a double entry system while GnuCash is
so what that means is that a basic transaction in GnuCash will be broken up
and have at least two, for lack of better word for Quicken, sub-components. In
Quicken for example you have a Credit Card 1 account in which you post a
transaction, say you buy groceries worth $10. In Quicken that transaction will
be in Credit Card 1 account with category of perhaps Grocery. In GnuCash this
same transaction will show up in two places as there are no Quicken categories
equivalent in GnuCash -- just accounts in GnuCash -- thus the Credit Card 1
account and in the account named Grocery. Because transaction has two
components which others have referred to here as a "split" -- the GnuCash
"split" which is not same as the Quicken version of "split" -- updating one or
the other component will move that transaction into proper account. 

So if you made a mistake and posted a transaction into Visa account instead of
Master Card, open up that transaction in Visa account, and expand the
transaction into its sub-components. One of the sub-components will point back
to the account you are in, Visa. If you now update that to point to Master
Card, that transaction will auto-magically disappear from Visa account and
appear in Master Card account -- equivalent of Quicken "move".

With this background hope you can make some sense in difference between
Quicken and GnuCash. Think of it this way: Quicken "categories" are nothing
more than account that are hidden in Quicken but visible in GnuCash.
 
--

Message: 8
Date: Wed, 18 Jan 2023 16:00:01 -0600
From: Phyllis Bruce 


To: "Fross, Michael" 
Cc: Xe Roy , "gnucash-user@gnucash.org"

Subject: Re: [GNC] How to move a transaction with splits from one
top-level account to another - take 2
Message-ID:

Content-Type: text/plain; charset="UTF-8"

Xe Roy,

You will find if you just change your top level account in the transaction,
the splits will follow it. Just as Michael described above. I've used
jump but I find it just as easy to make that one correction.
Additionally, if you found you chose the wrong account for one of your
splits, just change it to the correct account and only that split gets
changed.

Hth - po

On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael  wrote:

> When I notice I've placed a transaction in the wrong spot, I "jump" to the
> matching transaction and correct the credit card. For example:
>
> I put my Walmart grocery into the CreditCard1 account instead of the
> CreditCard2 account. I noticed this in the CreditCard1 account.
>
> 1. "Jump" to the matching transaction. So now I am in the Grocery account.
> 2. Change that transaction to be CreditCard2 instead of the incorrect
> CreditCard1 account.
> 3. Press enter.
>
> The transaction in Grocery is fine, but you'll find it's gone from
> CreditCard1 and now resides in CreditCard2. The "Jump" command is your
> friend.
>
> Michael
>
> On Wed, Jan 18, 2023 at 3:31 PM Xe Roy  wrote:
>
> > I asked this question earlier but initial responses made me realize more
> > detail was necessary.
> >
> > I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> > A mistake I regularly make is to enter a transaction into the wrong
> > account.
> > I'll have several accounts open and I just forget to switch.
> > In Quicken, I just move the transaction (splits and all) to the new
> > account.
> > The Internet chatter I've found so far lead me to believe this feature is
> > missing from gnucash.
> > I hope that's not true because it would really cause me excessive hassle.
> > I hope there is a way to move a transaction (including any splits) to
> > another account.
> >
> > Here is an example which illustrates a typical situation:
> > Let's say I have two credit cards, VISA and MASTER CARD.
> > Each has their own top-level CREDIT CARD account in gnucash, and each has
> > its own tab in gnucash.
> > I meant to enter a transaction in VISA but accidently entered it in
> MASTER
> > CARD.
> > The transaction is for $10 with WALMART in the description.
> > So, the main entry shows $10 and the splits show $5 to the clothing
> > account and $5 to the food account.
> > I want to move the entire WALMART transaction, including the splits, from
> > the MASTER CARD top-level account to the VISA top-level account in one
> easy
> > step.
> > This is easily doable in Quicken by right-clicking anywhere in the
> > transaction, clicking MOVE, and selecting the new account VISA.
> > How is this done in gnucash?
> >
> >
> >
> > Sent from Outlook?#@!
> > ___
> >

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-18 Thread Xe Roy

Thanks everyone for your patience.
I finally got it.
I had to click on the transaction > click SPLITS > then find the line in the 
splits that says MASTER CARD > change that to VISA > ENTER

Sent from Outlook

From: Phyllis Bruce 
Sent: Wednesday, January 18, 2023 1:00 PM
To: Fross, Michael 
Cc: Xe Roy ; gnucash-user@gnucash.org 

Subject: Re: [GNC] How to move a transaction with splits from one top-level 
account to another - take 2

Xe Roy,

You will find if you just change your top level account in the transaction, the 
splits will follow it.  Just as Michael described above.  I've used jump but I 
find it just as easy to make that one correction.
Additionally, if you found you chose the wrong account for one of your splits, 
just change it to the correct account and only that split gets changed.

Hth - po

On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael 
mailto:mich...@fross.org>> wrote:
When I notice I've placed a transaction in the wrong spot, I "jump" to the
matching transaction and correct the credit card.  For example:

I put my Walmart grocery into the CreditCard1 account instead of the
CreditCard2 account.  I noticed this in the CreditCard1 account.

1. "Jump" to the matching transaction.  So now I am in the Grocery account.
2. Change that transaction to be CreditCard2 instead of the incorrect
CreditCard1 account.
3. Press enter.

The transaction in Grocery is fine, but you'll find it's gone from
CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
friend.

Michael

On Wed, Jan 18, 2023 at 3:31 PM Xe Roy 
mailto:xe...@hotmail.com>> wrote:

> I asked this question earlier but initial responses made me realize more
> detail was necessary.
>
> I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> A mistake I regularly make is to enter a transaction into the wrong
> account.
> I'll have several accounts open and I just forget to switch.
> In Quicken, I just move the transaction (splits and all) to the new
> account.
> The Internet chatter I've found so far lead me to believe this feature is
> missing from gnucash.
> I hope that's not true because it would really cause me excessive hassle.
> I hope there is a way to move a transaction (including any splits) to
> another account.
>
> Here is an example which illustrates a typical situation:
> Let's say I have two credit cards, VISA and MASTER CARD.
> Each has their own top-level CREDIT CARD account in gnucash, and each has
> its own tab in gnucash.
> I meant to enter a transaction in VISA but accidently entered it in MASTER
> CARD.
> The transaction is for $10 with WALMART in the description.
> So, the main entry shows $10 and the splits show $5 to the clothing
> account and $5 to the food account.
> I want to move the entire WALMART transaction, including the splits, from
> the MASTER CARD top-level account to the VISA top-level account in one easy
> step.
> This is easily doable in Quicken by right-clicking anywhere in the
> transaction, clicking MOVE, and selecting the new account VISA.
> How is this done in gnucash?
>
>
>
> Sent from Outlook
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
___
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-
Please remember to CC this list on all your replies.
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Please remember to CC this list on all your replies.
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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-18 Thread Phyllis Bruce

Xe Roy,

You will find if you just change your top level account in the transaction,
the splits will follow it.  Just as Michael described above.  I've used
jump but I find it just as easy to make that one correction.
Additionally, if you found you chose the wrong account for one of your
splits, just change it to the correct account and only that split gets
changed.

Hth - po

On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael  wrote:

> When I notice I've placed a transaction in the wrong spot, I "jump" to the
> matching transaction and correct the credit card.  For example:
>
> I put my Walmart grocery into the CreditCard1 account instead of the
> CreditCard2 account.  I noticed this in the CreditCard1 account.
>
> 1. "Jump" to the matching transaction.  So now I am in the Grocery account.
> 2. Change that transaction to be CreditCard2 instead of the incorrect
> CreditCard1 account.
> 3. Press enter.
>
> The transaction in Grocery is fine, but you'll find it's gone from
> CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
> friend.
>
> Michael
>
> On Wed, Jan 18, 2023 at 3:31 PM Xe Roy  wrote:
>
> > I asked this question earlier but initial responses made me realize more
> > detail was necessary.
> >
> > I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> > A mistake I regularly make is to enter a transaction into the wrong
> > account.
> > I'll have several accounts open and I just forget to switch.
> > In Quicken, I just move the transaction (splits and all) to the new
> > account.
> > The Internet chatter I've found so far lead me to believe this feature is
> > missing from gnucash.
> > I hope that's not true because it would really cause me excessive hassle.
> > I hope there is a way to move a transaction (including any splits) to
> > another account.
> >
> > Here is an example which illustrates a typical situation:
> > Let's say I have two credit cards, VISA and MASTER CARD.
> > Each has their own top-level CREDIT CARD account in gnucash, and each has
> > its own tab in gnucash.
> > I meant to enter a transaction in VISA but accidently entered it in
> MASTER
> > CARD.
> > The transaction is for $10 with WALMART in the description.
> > So, the main entry shows $10 and the splits show $5 to the clothing
> > account and $5 to the food account.
> > I want to move the entire WALMART transaction, including the splits, from
> > the MASTER CARD top-level account to the VISA top-level account in one
> easy
> > step.
> > This is easily doable in Quicken by right-clicking anywhere in the
> > transaction, clicking MOVE, and selecting the new account VISA.
> > How is this done in gnucash?
> >
> >
> >
> > Sent from Outlook
> > ___
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > -
> > Please remember to CC this list on all your replies.
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> >
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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-18 Thread david whiting

In addition to what Michael said, if you have multiple splits, you
might want to view the splits and change it there. Here's a quick
video showing this: https://youtu.be/k3wS2lmR5VQ

David

On Wed, 18 Jan 2023 at 21:40, Fross, Michael  wrote:
>
> When I notice I've placed a transaction in the wrong spot, I "jump" to the
> matching transaction and correct the credit card.  For example:
>
> I put my Walmart grocery into the CreditCard1 account instead of the
> CreditCard2 account.  I noticed this in the CreditCard1 account.
>
> 1. "Jump" to the matching transaction.  So now I am in the Grocery account.
> 2. Change that transaction to be CreditCard2 instead of the incorrect
> CreditCard1 account.
> 3. Press enter.
>
> The transaction in Grocery is fine, but you'll find it's gone from
> CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
> friend.
>
> Michael
>
> On Wed, Jan 18, 2023 at 3:31 PM Xe Roy  wrote:
>
> > I asked this question earlier but initial responses made me realize more
> > detail was necessary.
> >
> > I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> > A mistake I regularly make is to enter a transaction into the wrong
> > account.
> > I'll have several accounts open and I just forget to switch.
> > In Quicken, I just move the transaction (splits and all) to the new
> > account.
> > The Internet chatter I've found so far lead me to believe this feature is
> > missing from gnucash.
> > I hope that's not true because it would really cause me excessive hassle.
> > I hope there is a way to move a transaction (including any splits) to
> > another account.
> >
> > Here is an example which illustrates a typical situation:
> > Let's say I have two credit cards, VISA and MASTER CARD.
> > Each has their own top-level CREDIT CARD account in gnucash, and each has
> > its own tab in gnucash.
> > I meant to enter a transaction in VISA but accidently entered it in MASTER
> > CARD.
> > The transaction is for $10 with WALMART in the description.
> > So, the main entry shows $10 and the splits show $5 to the clothing
> > account and $5 to the food account.
> > I want to move the entire WALMART transaction, including the splits, from
> > the MASTER CARD top-level account to the VISA top-level account in one easy
> > step.
> > This is easily doable in Quicken by right-clicking anywhere in the
> > transaction, clicking MOVE, and selecting the new account VISA.
> > How is this done in gnucash?
> >
> >
> >
> > Sent from Outlook
> > ___
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > -
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
> >
> ___
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> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.



-- 
David Whiting
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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-18 Thread Fross, Michael

When I notice I've placed a transaction in the wrong spot, I "jump" to the
matching transaction and correct the credit card.  For example:

I put my Walmart grocery into the CreditCard1 account instead of the
CreditCard2 account.  I noticed this in the CreditCard1 account.

1. "Jump" to the matching transaction.  So now I am in the Grocery account.
2. Change that transaction to be CreditCard2 instead of the incorrect
CreditCard1 account.
3. Press enter.

The transaction in Grocery is fine, but you'll find it's gone from
CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
friend.

Michael

On Wed, Jan 18, 2023 at 3:31 PM Xe Roy  wrote:

> I asked this question earlier but initial responses made me realize more
> detail was necessary.
>
> I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> A mistake I regularly make is to enter a transaction into the wrong
> account.
> I'll have several accounts open and I just forget to switch.
> In Quicken, I just move the transaction (splits and all) to the new
> account.
> The Internet chatter I've found so far lead me to believe this feature is
> missing from gnucash.
> I hope that's not true because it would really cause me excessive hassle.
> I hope there is a way to move a transaction (including any splits) to
> another account.
>
> Here is an example which illustrates a typical situation:
> Let's say I have two credit cards, VISA and MASTER CARD.
> Each has their own top-level CREDIT CARD account in gnucash, and each has
> its own tab in gnucash.
> I meant to enter a transaction in VISA but accidently entered it in MASTER
> CARD.
> The transaction is for $10 with WALMART in the description.
> So, the main entry shows $10 and the splits show $5 to the clothing
> account and $5 to the food account.
> I want to move the entire WALMART transaction, including the splits, from
> the MASTER CARD top-level account to the VISA top-level account in one easy
> step.
> This is easily doable in Quicken by right-clicking anywhere in the
> transaction, clicking MOVE, and selecting the new account VISA.
> How is this done in gnucash?
>
>
>
> Sent from Outlook
> ___
> gnucash-user mailing list
> gnucash-user@gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
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[GNC] How to move a transaction with splits from one top-level account to another - take 2

2023-01-18 Thread Xe Roy

I asked this question earlier but initial responses made me realize more detail 
was necessary.

I am a newby to gnucash ... trying to switch from Quicken to gnucash.
A mistake I regularly make is to enter a transaction into the wrong account.
I'll have several accounts open and I just forget to switch.
In Quicken, I just move the transaction (splits and all) to the new account.
The Internet chatter I've found so far lead me to believe this feature is 
missing from gnucash.
I hope that's not true because it would really cause me excessive hassle.
I hope there is a way to move a transaction (including any splits) to another 
account.

Here is an example which illustrates a typical situation:
Let's say I have two credit cards, VISA and MASTER CARD.
Each has their own top-level CREDIT CARD account in gnucash, and each has its 
own tab in gnucash.
I meant to enter a transaction in VISA but accidently entered it in MASTER CARD.
The transaction is for $10 with WALMART in the description.
So, the main entry shows $10 and the splits show $5 to the clothing account and 
$5 to the food account.
I want to move the entire WALMART transaction, including the splits, from the 
MASTER CARD top-level account to the VISA top-level account in one easy step.
This is easily doable in Quicken by right-clicking anywhere in the transaction, 
clicking MOVE, and selecting the new account VISA.
How is this done in gnucash?



Sent from Outlook
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Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

[GNC] How to move a transaction with splits from one top-level account to another - take 2

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