On 5/20/2022 4:07 PM, Gyle McCollam wrote:
I had a Parent Account:  Bank Name, with Subaccounts  Bank Name:Checking,  and 
Bank Name:Special Checking.  I wanted to eliminate the subaccounts and end up 
with only the Parent account.


   1.  I changed the Parent account Bank Name from a placeholder account to a 
regular account.
   2.  I deleted Bank Name: Checking and moved all the transactions to Bank Name.  A dialogue box explained what I was about to do and 
asked if I sure I want ed to do this.  It gave me the choices of "Cancel" and "Delete".  That was slightly confusing, 
it would have been better if it was "No" and "Yes", even "No/ Cancel" and "Yes/Delete" would be 
more clear.
   3.  There were "Scheduled Transactions" (ST), involving the subaccount.  It 
displayed the 10 ST and asked if I wanted to edit them.  I thought this was a REALLY 
GREAT feature and was thankful that it checked ST to see if they were affected.  However, 
I would be even better if it had substituted the account the transactions were moved to 
for the account that was deleted instead of just removing the deleted account (it leaves 
the associated split, which is also great).  That way the account could just be accepted 
without editing or edited only if need be.


Describe in words, WHAT were you trying to do? You had two accounts at the bank, "regular checking" and "special checking" and in gnucash you had accounts for these these as children of a parent "bank name". How did you want to end up? << was "special checking" to be a child of "regular checking" or a sibling? >> Is that description correct for what you were trying to accomplish?

In NEITHER case would you have to delete an account that had transactions in it (and scheduled transactions, to boot) << the parent "bank name" was a placeholder >> You simply alter the parent specifications of "regular checking" and "special checking" so that "bank name" is no longer their parent, delete the ex-parent "bank name", rename "regular checking" to "bank name", and if you want "special checking" to be a child instead of a sibling, specify its parent to be whatever name you have for that regular checking account.

A useful hint for everybody. Sometimes you want an account to end up with an account name still in use (at the moment, you are in the middle of restructuring your CoA). Don't stop thinking you need to do things in s special order. Just do the rename to a temporary name (like "qqq'"; you know THAT name is not in use) and then later in the process when the name you wanted to end up is available, you rename "qqq" to what you wanted to to be. << this advice of course is not just about gnucash; more generally useful when doing a sequence of renames >>

Michael D Novack


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