Re: [GNC] Navigation through chart of accounts: shortcuts or bookmarks?
Sam is suggesting what I was going to do, but this idea might not be intuitive. So let me make it clearer (and these tricks are more general in application than just gnucash) YOU (and not how a name is normally spelled) are the master. Just because all of these funds are "500" doesn't mean YOU have to name the accounts that way. You could have 500A, 500B, 500C, etc. You could have 501, 502, 503, etc. Michael D Novack As far as I know, there's no way to advance from one account containing "500" to another account containing "500". However, if you type additional characters in the name of the account you're trying to get to, the highlight will move to that account. In other words, as I understand it the account name matching is recalculated from the beginning each time you type another character. ___ 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.
Re: [GNC] Navigation through chart of accounts: shortcuts or bookmarks?
I'll add that the workflow for Find Account is: 1. CTRL/CMD-I, which brings up the Find Account dialog 2. start typing your search text, in this case "500" (without the quotes) and hit ENTER to search 3. the result is a list of matching accounts. Use the up/down arrow keys to highlight the desired account. 4. hit Enter to jump to the account in the Accounts tab 5. hit SPACE to open that register That sounds like a lot more clicks, but: * you get a narrowed down list to choose from * you can jump to the account and open its register with two very fast keystrokes after the search * you can do this even without viewing the Accounts tab. (e.g., while viewing another register) The drawback to searching from the Accounts tab using the OP's quick-type method, is that *only* shows you accounts that are already visible - that is - expanded on the page. If that part of the tree is collapsed, the method the OP describes will not find the account. It is a 'visible text search' feature only and has no cognizance of 'accounts', where the Find Account feature does. It isn't as far as I know a feature of GnuCash, but something from GTK that came along for the ride. Regards, Adrien On 12/1/23 9:01 PM, Adrien Monteleone wrote: Numbering is likely the way to go for the closest workflow to what you are using now, but there is also a 'Find Account' feature that might work for you as well. However, it will take more keystrokes. ___ 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.
Re: [GNC] Navigation through chart of accounts: shortcuts or bookmarks?
Numbering is likely the way to go for the closest workflow to what you are using now, but there is also a 'Find Account' feature that might work for you as well. However, it will take more keystrokes. Regards, Adrien On 12/1/23 8:25 PM, Art Chimes wrote: I've never numbered my accounts. This seems like a useful workaround for me. I'll try it. Thanks! ___ 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.
Re: [GNC] Navigation through chart of accounts: shortcuts or bookmarks?
I've never numbered my accounts. This seems like a useful workaround for me. I'll try it. Thanks! On Fri, Dec 1, 2023 at 8:58 PM David Carlson wrote: > > I have assigned account numbers to the commonly used accounts so I can sort > by number and find the one I want quickly. > > On Fri, Dec 1, 2023, 7:15 PM R Losey wrote: >> >> On Fri, Dec 1, 2023 at 5:08 PM Art Chimes wrote: >> >> > I have a pretty large number of accounts, and there is name >> > duplication. For example, I might have a S 500 index fund in my >> > brokerage account and another one in a traditional IRA and maybe yet >> > another one in a trust account. My usual strategy is to open up the >> > Accounts tab and type <500>. That brings me to the first account with >> > "500" in its name. As far as I know, however, there is no magic way to >> > advance to the NEXT account with "500" in its name. Is there a way to >> > do that? >> > >> > Or are there a better ways (tips and tricks?) to quickly and >> > efficiently access an account that might be at the bottom of the list? >> > >> > Thanks for any helpful hints, and thanks also to the geniuses who keep >> > working on GnuCash! >> > >> > Art Chimes >> > GnuCash user since ~2019 >> > >> >> I don't know of a way to do this, but I give the accounts different names; >> using your situation above, I call the brokerage account that holds S 500 >> Index shares "BRK-S 500", and the IRA entry would be "IRA-S". I >> don't know if this helps on the account page or not. I never really use the >> account page in that way. A Roth fund with S 500 shares would be >> "Roth-S 500", to continue the examples. I don't know if this will help or >> not, but I provide it for what it's worth. >> >> >> _ >> Richard Losey >> rlo...@gmail.com >> Micah 6:8 >> ___ >> 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.
Re: [GNC] Navigation through chart of accounts: shortcuts or bookmarks?
I have assigned account numbers to the commonly used accounts so I can sort by number and find the one I want quickly. On Fri, Dec 1, 2023, 7:15 PM R Losey wrote: > On Fri, Dec 1, 2023 at 5:08 PM Art Chimes wrote: > > > I have a pretty large number of accounts, and there is name > > duplication. For example, I might have a S 500 index fund in my > > brokerage account and another one in a traditional IRA and maybe yet > > another one in a trust account. My usual strategy is to open up the > > Accounts tab and type <500>. That brings me to the first account with > > "500" in its name. As far as I know, however, there is no magic way to > > advance to the NEXT account with "500" in its name. Is there a way to > > do that? > > > > Or are there a better ways (tips and tricks?) to quickly and > > efficiently access an account that might be at the bottom of the list? > > > > Thanks for any helpful hints, and thanks also to the geniuses who keep > > working on GnuCash! > > > > Art Chimes > > GnuCash user since ~2019 > > > > I don't know of a way to do this, but I give the accounts different names; > using your situation above, I call the brokerage account that holds S 500 > Index shares "BRK-S 500", and the IRA entry would be "IRA-S". I > don't know if this helps on the account page or not. I never really use the > account page in that way. A Roth fund with S 500 shares would be > "Roth-S 500", to continue the examples. I don't know if this will help or > not, but I provide it for what it's worth. > > > _ > Richard Losey > rlo...@gmail.com > Micah 6:8 > ___ > 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.
Re: [GNC] Navigation through chart of accounts: shortcuts or bookmarks?
On Fri, Dec 1, 2023 at 5:08 PM Art Chimes wrote: > I have a pretty large number of accounts, and there is name > duplication. For example, I might have a S 500 index fund in my > brokerage account and another one in a traditional IRA and maybe yet > another one in a trust account. My usual strategy is to open up the > Accounts tab and type <500>. That brings me to the first account with > "500" in its name. As far as I know, however, there is no magic way to > advance to the NEXT account with "500" in its name. Is there a way to > do that? > > Or are there a better ways (tips and tricks?) to quickly and > efficiently access an account that might be at the bottom of the list? > > Thanks for any helpful hints, and thanks also to the geniuses who keep > working on GnuCash! > > Art Chimes > GnuCash user since ~2019 > I don't know of a way to do this, but I give the accounts different names; using your situation above, I call the brokerage account that holds S 500 Index shares "BRK-S 500", and the IRA entry would be "IRA-S". I don't know if this helps on the account page or not. I never really use the account page in that way. A Roth fund with S 500 shares would be "Roth-S 500", to continue the examples. I don't know if this will help or not, but I provide it for what it's worth. _ Richard Losey rlo...@gmail.com Micah 6:8 ___ 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.
Re: [GNC] Navigation through chart of accounts: shortcuts or bookmarks?
On 2023-12-01 15:07, Art Chimes wrote: > I have a pretty large number of accounts, and there is name > duplication. For example, I might have a S 500 index fund in my > brokerage account and another one in a traditional IRA and maybe yet > another one in a trust account. My usual strategy is to open up the > Accounts tab and type <500>. That brings me to the first account with > "500" in its name. As far as I know, however, there is no magic way to > advance to the NEXT account with "500" in its name. Is there a way to > do that? As far as I know, there's no way to advance from one account containing "500" to another account containing "500". However, if you type additional characters in the name of the account you're trying to get to, the highlight will move to that account. In other words, as I understand it the account name matching is recalculated from the beginning each time you type another character. Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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.
[GNC] Navigation through chart of accounts: shortcuts or bookmarks?
I have a pretty large number of accounts, and there is name duplication. For example, I might have a S 500 index fund in my brokerage account and another one in a traditional IRA and maybe yet another one in a trust account. My usual strategy is to open up the Accounts tab and type <500>. That brings me to the first account with "500" in its name. As far as I know, however, there is no magic way to advance to the NEXT account with "500" in its name. Is there a way to do that? Or are there a better ways (tips and tricks?) to quickly and efficiently access an account that might be at the bottom of the list? Thanks for any helpful hints, and thanks also to the geniuses who keep working on GnuCash! Art Chimes GnuCash user since ~2019 ___ 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.
