I think the OP did, very clearly, describe in words what they wanted. To whit, to combine the transactions held in the two children accounts into the parent account and remove those two sub-accounts. They achieved this, and noticed that there could be some improvement to the workflow, in particular, handling of scheduled transactions involving an account being deleted with its transactions going to a known target account.
> On May 20, 2022, at 5:42 PM, Michael or Penny Novack > <stepbystepf...@comcast.net> wrote: > > 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 > > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
