I use account codes in my file, and like it quite a bit. You can add
the Code to the Chart of Accounts (CoA) page and quickly sort on it as
one would with any other displayed column. I'll note that the tree
aspect of the CoA means that the sorting will still be
hierarchical--that is, accounts will only sort in order at the same
level of hierarchy.
You can take advantage of this. A little trick I've used in my (perhaps
exceedingly) deep CoA is to refrain from assigning codes in certain
accounts, such as for individual commodities in investment accounts. I
do this because adding codes to the (often many) individual commodity
accounts quickly bogs down in a portfolio with even just a few
transactions per year. Instead, I use a single dummy code in the
commodities (1), and a blank for the associated Cash account. This
places the cash account at the top of the account listing, where I can
quickly find it; all the other commodities will then sort alphabetically
afterward. I find this kludge workable for my circumstances; your
results may vary.
David T.
On 6/13/2022 10:31 AM, Gyle McCollam wrote:
Jay,
As someone suggested, you could assign account codes and sort on them. I would
use at least a four digit number, so you have room to add accounts in between
in the future. I would suggest 1000s for assets, 2000s for liabilities, 3000s
for income, and 4000s for expense. You could use the 100s in each for
subaccounts and 10s for subs within that etc. Using this numbering scheme your
accounts would line up more like your balance sheet and income/expense report.
Using this scheme, you could also list the accounts in any order you wish, not
necessarily alphabetic. You could also assign orphan and imbalance as 9999 and
9998 to have them at the end, the same as Alan does by sorting on hidden.
Thank You,
Gyle McCollam
Gyle McCollam
609.680.2326 Mobile
gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email
________________________________
From: ja...@comcast.net <ja...@comcast.net>
Sent: Monday, June 13, 2022 9:42 AM
To: 'Gyle McCollam' <gmccol...@live.com>
Subject: RE: [GNC] How to reorganize the account tree
I am now sorting on the account and it seems to be working well. I just
wish that there was a way to move the accounts around in the list a little
more easily. Thank you for your help
-----Original Message-----
From: gnucash-user <gnucash-user-bounces+jaypj=comcast....@gnucash.org> On
Behalf Of Gyle McCollam
Sent: Sunday, June 12, 2022 12:07 PM
To: Alan A Holmes <gnuc...@alanaholmes.me.uk>; gnucash-user@gnucash.org
Subject: Re: [GNC] How to reorganize the account tree
Alan,
It sorts correctly in my GnuCash as well. Are you sure it is sorting on the
account column, it the only explanation I can think of? Can't tell that
from the narrow view in the attachment. I understand why the narrow view as
you don't want to display the full account names.
Thank You,
Gyle McCollam
Gyle McCollam
609.680.2326 Mobile
gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email
________________________________
From: gnucash-user <gnucash-user-bounces+gylemc=gmail....@gnucash.org> on
behalf of Alan A Holmes <gnuc...@alanaholmes.me.uk>
Sent: Sunday, June 12, 2022 11:52 AM
To: stepbystepf...@comcast.net <stepbystepf...@comcast.net>;
gnucash-user@gnucash.org <gnucash-user@gnucash.org>
Subject: Re: [GNC] How to reorganize the account tree
I wasn't complaining, it was just a comment.
But see the attachment, where "G" and "P" both come before "C". And there
are no leading spaces or non-printable characters.
Alan A Holmes
-----Original Message-----
From: gnucash-user
<gnucash-user-bounces+gnucash=alanaholmes.me...@gnucash.org> On Behalf Of
Michael or Penny Novack
Sent: 12 June 2022 14:52
To: gnucash-user@gnucash.org
Subject: Re: [GNC] How to reorganize the account tree
What I do notice sorting this way is that within the top level
accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent
level Accounts under Assets AREN'T sorted alphabetically, while those
under Expenses and Income ARE. I have insufficient sub-accounts under
Equity and Liabilities to be able to say.
WHAT are you saying, exactly?
The CoA is a TREE structure. The accounts at the same level of the tree
should be sorted in alpha-meric order. The sibling accounts (children of the
same parent account) should also be sorted that way AMONG THEMSELVES (but
not sorted that way with respect to children of different parents)
You aren't seeing the ultimate top level parent (aka "root") but "top level"
accounts like "asset", "liability", "equity", "income", "expense",
"Imbalance" are its children and so appear in sorted order.
In other words, they are siblings at the highest level.
Michael D Novack
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