Removal of unnecessary listed Account names

2017-11-09 Thread Cliff Williams
Gents

After a couple of weeks using GnuCash I made a mistake and renamed some 
of my accounts. In fact in most cases just changed the name from 
low-case to upper-case so that I could easily identify the headings. 
What's happened now is that when I import new data and begin to match 
the incoming sub accounts with mine in GnuCash I now have two sets of 
headings to sort through, one in upper-case the other in lower.  The 
issue also appears when manually inputting or changing a transaction; In 
my case the dropdown list in account shows, one name in upper-case the 
other in lower.

Is there a way of deleting all the lower case account headings to make 
the importing of data easier.  I do recognise that this is a short term 
issue as over time the accounts will automatically match the headings 
correctly but it is a bit of a pain at the moment.

I've not been able to find any related information in your support 
documentation.

Any assistance would be much appreciated.

Thanks

Cliff Williams


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Fwd: Re: Copying fields in a filtered account sheet

2017-11-05 Thread Cliff Williams
John Ralls,

Brilliant, you have solved my problem, thank you very much.

As for using the 'list' I just did not understand what you meant.  I thought 
you were referring to keeping or the emails together in a list...Hopefully 
this email has now been sent correctly to the right place.

I'm also assuming you will see this reply though some internal process.

Much appreciated and apologies for being a pain.

Cliff


 Forwarded Message 
Subject:Re: Copying fields in a filtered account sheet
Date:   Sun, 5 Nov 2017 09:02:52 -0800
From:   John Ralls <mailto:jra...@ceridwen.us>
To: Cliff Williams <mailto:clifton...@hotmail.com>
CC: Mailing List Gnucash 
<mailto:gnucash-user@gnucash.org>




On Nov 5, 2017, at 5:32 AM, Cliff Williams 
mailto:clifton...@hotmail.com>> wrote:


Hi John

Me again..thanks for the prompt reply.

I am aware of the transaction report facility and the fact that I can download 
part of an account (that word again, sorry)  but this is very cumbersome way of 
obtaining small snippets of information.  I was hoping to be able to download 
exactly what I wanted by filtering unwanted data out using the very good filter 
system provided.  I was suggesting that the easiest way to do this, in my 
opinion, would be to enable the copy and pasting of data after it has been 
filtered.  As mentioned earlier this is a tried and tested method I used with 
my old AceMoney accounts application.

Back to this 'Accounts' word, Gnucash has a tab showing 'Accounts'. I was 
referring to those items.  Gnush also goes on to talk of accounts with 
transactions rather than categories with transactions, i.e

Using Accounts vs. Categories
If you are familiar with other personal finance programs, you are already 
accustomed to tracking your income and expenses as categories. Since GnuCash is 
a double-entry system (refer to section 2.1), incomes and expenses are tracked 
in accounts. The basic concept is the same, but the account structure allows 
more consistency with accepted business practices. So, if you are a business 
user as well as a home user, GnuCash makes it easy to keep track of your 
business as well as your personal accounts.

I am assuming that I am misusing the word or we have a cross understanding of 
what I was trying to explain. Either way I am still seeking a good way of 
obtaining snippets of specific data contained in a list of transactions.  
(avoided the word accounts this time, :-).

Regards
Cliff


I will not reply to you again if you don’t use the list.

We use copying and pasting internally (of single transactions only) and in 
order to enable copying to format the information in a way that would be 
digestible to an external program we’d have to remove that long-standing 
feature.

Report>Account Report run from a Find register will do what you’re asking.

Re: Accounts vs. Categories. Right. GnuCash is a double-entry accounting 
program. That intro paragraph is an attempt to explain that to users without 
being scary. Double entry (a.k.a. formal) accounting uses accounts to model 
financial transactions. Simple “financial management” programs like Quicken and 
KMyMoney don’t, and as a result are adequate for personal use but not for 
business use. Effective use of GnuCash requires that users understand formal 
accounting. If you don’t need or want a formal accounting tool then GnuCash may 
not be the right program for you.

Regards,
John Ralls

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Copying fields in a filtered account sheet

2017-11-02 Thread Cliff Williams
You Guru's as GnuCash

Firstly thank you very much for this great piece of software but as always we 
want more ... :-)

Is it possible to allow the user to copy part or complete accounts sheets using 
the crtl c,  ctrl v option?   This would  come in very useful when segmenting 
data based on a filter.   My old app called AceMoney did it and it was so so 
useful.

Looking forward to your earliest reply.

--
Cliff
Mobile: 07769214945
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