David, I used your trick to sort my accounts. Knowing that I don't need a complete hierarchy of all my accounts, but only those at the same level has made this a lot better, I have arranged my Assets in order of liquidity: Cash, Checking, Savings, CDs, etc. I had the account code as the 1st column, but that caused the indented account list to be aligned. Once I had the accounts numbered/ordered, only the ones I absolutely needed, at each level I moved the account code to the last column, which restored the indented nature of the CoA. I much prefer looking at it this way.
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 David T. via gnucash-user <gnucash-user@gnucash.org> Sent: Monday, June 13, 2022 10:46 AM To: gnucash-user@gnucash.org <gnucash-user@gnucash.org> Subject: Re: [GNC] How to reorganize the account tree 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 > > > _______________________________________________ > 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. > > _______________________________________________ > 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. _______________________________________________ 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.
