Re: [GNC] Changing multiple transactions
On 2/1/21 4:45 AM, Michael or Penny Novack wrote: On 1/31/2021 5:30 PM, Stephen M. Butler wrote: To err is human. It requires a computer to really foul things up -- especially if you ask the DBA (me in a former life) to fix a few million transactions with "this script"). As somebody who did this sort of thing in my working days, I will second what Stephen just said. Leave it to the pros. It is very easy to get this sort of thing wrong << I'd be the person they'd ask "Mike, can you write something to convert the database instead of having a dozen workers sit at their terminal for a couple weeks re-entering the corrected data?" >> It wasn't the sort of thing even the average programmer in the shop could be trusted to get right. ^ Many times they tried and failed. Then it was, "hey, can you fix this?" Sometimes it could be done. Most times "Sorry, its FUBAR. Need to rollback." and "Why did you get a copy of production put into the test environment to do the final test?" Results --> dear in headlights look. Had one friend who worked for that big kite factory around Seattle. His complaint was their attitude of "Production if good". -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ 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.
Re: [GNC] Changing multiple transactions
On 1/31/2021 5:30 PM, Stephen M. Butler wrote: To err is human. It requires a computer to really foul things up -- especially if you ask the DBA (me in a former life) to fix a few million transactions with "this script"). As somebody who did this sort of thing in my working days, I will second what Stephen just said. Leave it to the pros. It is very easy to get this sort of thing wrong << I'd be the person they'd ask "Mike, can you write something to convert the database instead of having a dozen workers sit at their terminal for a couple weeks re-entering the corrected data?" >> It wasn't the sort of thing even the average programmer in the shop could be trusted to get right. 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.
Re: [GNC] Changing multiple transactions
On Sun, 31 Jan 2021 16:17:59 -0800 Jeff Rizzo wrote: > though I'm currently puzzling a > little about how to with an OFX source instead of CSV - it did ask me > the real account name, but apparently only for one side of each > transaction? I'll dig. You set the account name for the account for which you are doing the direct download eg "Bank Account, savings, Joe and Mary" the other parts of the transactions you provide the account name for further along the import system. You do a small fraction at a time. You train the import system with -nothing- going to Imbalance Then you put in the next fraction, and it has learnt from the first import that "Grocery Store" goes to Expenses:Groceries and slowly you get through the import process and did I remember to say SAVE and BACKUP ?? Liz ___ 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.
Re: [GNC] Changing multiple transactions
Note: as a dev I have (and probably many before me) tried to look at what it would take allow selecting multiple transactions at the same time and then do an operation. Sadly, there's no quick fix to GC that could make this happen, it's a large re-write apparently. One dev looked (is looking?) into changing the main register code to allow multi-transaction edits (among other things) but I haven't heard of any recent progress... J. On 1/31/2021 4:17 PM, Jeff Rizzo wrote: On 1/31/21 2:30 PM, Stephen M. Butler wrote: On 1/31/21 12:26 PM, Jeff Rizzo wrote: On 1/31/21 12:05 PM, Stephen M. Butler wrote: PPS Backups are mandatory. Yeah, they will be, once I get enough useful data in there that I don't keep starting over from scratch. Since I sent out the original email, I've realized that it's any kind of bulk editing that will require this, and turns out, apparently I really like to change multiple things at once. I'll give it a try and see if it's worth it. Oh. Starting over from scratch? Just train the importer (you will have to do that anyway over time). Don't let them go to the imbalance account in the first place. If importing a CSV file, create an extra column that you call the transfer account (or something like that) and put your own strings in there for the different accounts. During the import GnC will ask you for the real account name for each of those strings. It will ask only once per string rather than each time it encounters that same string (as would be done if matching on something else). Yeah, I'm still in the "evaluate whether this is going to work for me long-term" phase, so reimporting isn't TOO painful. I will try to put what you've suggested here into action, though I'm currently puzzling a little about how to with an OFX source instead of CSV - it did ask me the real account name, but apparently only for one side of each transaction? I'll dig. Thanks for your help, +j ___ 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.
Re: [GNC] Changing multiple transactions
On 1/31/21 2:30 PM, Stephen M. Butler wrote: On 1/31/21 12:26 PM, Jeff Rizzo wrote: On 1/31/21 12:05 PM, Stephen M. Butler wrote: PPS Backups are mandatory. Yeah, they will be, once I get enough useful data in there that I don't keep starting over from scratch. Since I sent out the original email, I've realized that it's any kind of bulk editing that will require this, and turns out, apparently I really like to change multiple things at once. I'll give it a try and see if it's worth it. Oh. Starting over from scratch? Just train the importer (you will have to do that anyway over time). Don't let them go to the imbalance account in the first place. If importing a CSV file, create an extra column that you call the transfer account (or something like that) and put your own strings in there for the different accounts. During the import GnC will ask you for the real account name for each of those strings. It will ask only once per string rather than each time it encounters that same string (as would be done if matching on something else). Yeah, I'm still in the "evaluate whether this is going to work for me long-term" phase, so reimporting isn't TOO painful. I will try to put what you've suggested here into action, though I'm currently puzzling a little about how to with an OFX source instead of CSV - it did ask me the real account name, but apparently only for one side of each transaction? I'll dig. Thanks for your help, +j ___ 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.
Re: [GNC] Changing multiple transactions
Using what you wrote here as a clue, I went looking for some older posts by you, and I think I found the actual helpful piece in it: it wasn't clear to me before that the account field WAS actually paste-able; I thought I had tried and failed, but I must have done something else wrong. This method of "bulk"-editing will actually work for me as a workaround, since it doesn't require touching the mouse. It's still not as good as being able to apply a change to multiple transactions, but it's enough. Thanks! +j On 1/31/21 3:07 PM, D via gnucash-user wrote: I'd ask how many transactions you've got to edit-- because over the years, I've had many opportunities to bulk edit transactions (new ideas on account setups, realizations that what I'd been doing didn't meet my needs or goals, etc.). In every case, it's been quite easy to change even large numbers of transactions (like, hundreds) using the methods I've shared both on the wiki and on recent threads here (open Imbalance, copy the new destination account, paste in appropriate field. Rinse. Repeat). By the time you've worked out the kinds of procedures outlined here, you could have made the changes and moved on to other things. Just my 2ç. David T. On Jan 31, 2021, 15:30, at 15:30, David Carlson wrote: If those transactions appeared in the imbalance account because you imported them without correctly assigning them during the import process, just re-import them. Note that if they were imported from OFX files the bad transactions would have to be deleted before they can be re-imported. On Sun, Jan 31, 2021 at 2:06 PM Stephen M. Butler < stephen.m.butle...@gmail.com> wrote: I have not had to do this at a large enough level to warrant the below: 1. Make a backup copy of your file (I presume you are using XML instead of a database back-end). 2. Export all the transactions from the Imbalance Account (getting the other splits also). 3. Delete the entire Imbalance Account and all associated transactions (why you needed to export the other splits). 4. Pull the export from #2 into a spreadsheet or other editing tool and make the assignments. 5. Import the multi-split edited file from #4 into GnC. 6. Do reports and other sanity checks to ensure everything is right. That's the safe and logical way. The other way is not safe and could really mess things up so you still need a backup: 1. Make that backup. 2. Un-Compress the XML file so you can humanly read the contents. 3. Figure out which fields you need to edit on which transactions (note -- I've not used an XML editor so don't know how easy this might be. I'd probably use vi or sed myself and groan inwardly.) 4. Make those edits. 5 Do the reports and other sanity checks to ensure everything is right. 6. Go back to the backup copy and try again since #5 wasn't right. Note: Loop through these steps as many times as needed until #5 looks good. --Steve PS If using a database back-end and you have experience as a database admin or programmer then use the database tools to effect the changes. Again, make that backup first and loop around as needed until GnC looks good. PPS Backups are mandatory. On 1/31/21 11:35 AM, Jeff Rizzo wrote: Hi- I'm currently trying to get my financial house back in order after some years, and have been pleasantly surprised with how much progress GNUCash has made since last I tried to use it (8 or 9 years ago). It seems to fit my need almost perfectly at this point, with one gaping hole - not being able to edit multiple transactions at the same time. :-( (I have read the "Register Tip" that says "There is no direct way to move a large number of transactions from one account to another in GnuCash.") As I'm trying to deal with several years' (two, at this point) worth of data, having to make three clicks to change each transaction is really a drag - and it's quickly sapping my enthusiasm for this project. Is there some workaround that some clever soul out there is using that would speed this up? To clarify, I'm trying to move large numbers of similar transactions from the "Imbalance" account to where they actually belong, so I don't see how I could easily do this by deleting an account. Thanks, +j ___ 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. -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing
Re: [GNC] Changing multiple transactions
I'd ask how many transactions you've got to edit-- because over the years, I've had many opportunities to bulk edit transactions (new ideas on account setups, realizations that what I'd been doing didn't meet my needs or goals, etc.). In every case, it's been quite easy to change even large numbers of transactions (like, hundreds) using the methods I've shared both on the wiki and on recent threads here (open Imbalance, copy the new destination account, paste in appropriate field. Rinse. Repeat). By the time you've worked out the kinds of procedures outlined here, you could have made the changes and moved on to other things. Just my 2ç. David T. On Jan 31, 2021, 15:30, at 15:30, David Carlson wrote: >If those transactions appeared in the imbalance account because you >imported them without correctly assigning them during the import >process, >just re-import them. Note that if they were imported from OFX files >the >bad transactions would have to be deleted before they can be >re-imported. > >On Sun, Jan 31, 2021 at 2:06 PM Stephen M. Butler < >stephen.m.butle...@gmail.com> wrote: > >> I have not had to do this at a large enough level to warrant the >below: >> >> 1. Make a backup copy of your file (I presume you are using XML >instead >> of a database back-end). >> 2. Export all the transactions from the Imbalance Account (getting >the >> other splits also). >> 3. Delete the entire Imbalance Account and all associated >transactions >> (why you needed to export the other splits). >> 4. Pull the export from #2 into a spreadsheet or other editing tool >and >> make the assignments. >> 5. Import the multi-split edited file from #4 into GnC. >> 6. Do reports and other sanity checks to ensure everything is right. >> >> That's the safe and logical way. The other way is not safe and could >> really mess things up so you still need a backup: >> 1. Make that backup. >> 2. Un-Compress the XML file so you can humanly read the contents. >> 3. Figure out which fields you need to edit on which transactions >(note >> -- I've not used an XML editor so don't know how easy this might be. >> I'd probably use vi or sed myself and groan inwardly.) >> 4. Make those edits. >> 5 Do the reports and other sanity checks to ensure everything is >right. >> 6. Go back to the backup copy and try again since #5 wasn't right. >> Note: Loop through these steps as many times as needed until #5 >looks >> good. >> >> --Steve >> >> PS If using a database back-end and you have experience as a >database >> admin or programmer then use the database tools to effect the >changes. >> Again, make that backup first and loop around as needed until GnC >looks >> good. >> >> PPS Backups are mandatory. >> >> On 1/31/21 11:35 AM, Jeff Rizzo wrote: >> > Hi- >> > >> > >> > I'm currently trying to get my financial house back in order after >> > some years, and have been pleasantly surprised with how much >progress >> > GNUCash has made since last I tried to use it (8 or 9 years ago). >It >> > seems to fit my need almost perfectly at this point, with one >gaping >> > hole - not being able to edit multiple transactions at the same >time. >> > :-( (I have read the "Register Tip" that says "There is no direct >way >> > to move a large number of transactions from one account to another >in >> > GnuCash.") >> > >> > >> > As I'm trying to deal with several years' (two, at this point) >worth >> > of data, having to make three clicks to change each transaction is >> > really a drag - and it's quickly sapping my enthusiasm for this >> > project. Is there some workaround that some clever soul out there >is >> > using that would speed this up? To clarify, I'm trying to move >large >> > numbers of similar transactions from the "Imbalance" account to >where >> > they actually belong, so I don't see how I could easily do this by >> > deleting an account. >> > >> > >> > Thanks, >> > >> > +j >> > >> > >> > >> > ___ >> > 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. >> >> >> -- >> Stephen M Butler, PMP, PSM >> stephen.m.butle...@gmail.com >> kg...@arrl.net >> 253-350-0166 >> --- >> GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 >> >> ___ >> 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 inform
Re: [GNC] Changing multiple transactions
On 1/31/21 12:26 PM, Jeff Rizzo wrote: On 1/31/21 12:05 PM, Stephen M. Butler wrote: PS If using a database back-end and you have experience as a database admin or programmer then use the database tools to effect the changes. Again, make that backup first and loop around as needed until GnC looks good. Yeah, since I'm using the sqlite back end I'd already thought about this but was hoping there's a better way - I'll see how this goes. Last year at the job I had at the time I had to scold the software designers every time I came across an admin function that required going to the database directly - because we all know how bad an idea it is. :) To err is human. It requires a computer to really foul things up -- especially if you ask the DBA (me in a former life) to fix a few million transactions with "this script"). PPS Backups are mandatory. Yeah, they will be, once I get enough useful data in there that I don't keep starting over from scratch. Since I sent out the original email, I've realized that it's any kind of bulk editing that will require this, and turns out, apparently I really like to change multiple things at once. I'll give it a try and see if it's worth it. Oh. Starting over from scratch? Just train the importer (you will have to do that anyway over time). Don't let them go to the imbalance account in the first place. If importing a CSV file, create an extra column that you call the transfer account (or something like that) and put your own strings in there for the different accounts. During the import GnC will ask you for the real account name for each of those strings. It will ask only once per string rather than each time it encounters that same string (as would be done if matching on something else). -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ 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.
Re: [GNC] Changing multiple transactions
You can save as XML, make your changes, then save as SQLite again. I've bounced back and forth several times without issue. You can also do an export to csv, make edits in a spreadsheet, then import the corrected transactions, and just delete the Imbalance account and all transactions in it. (that would be the better option as directly changing the file outside of GnuCash is not supported, though it may work) Regards, Adrien On 1/31/21 2:26 PM, Jeff Rizzo wrote: On 1/31/21 12:05 PM, Stephen M. Butler wrote: PS If using a database back-end and you have experience as a database admin or programmer then use the database tools to effect the changes. Again, make that backup first and loop around as needed until GnC looks good. Yeah, since I'm using the sqlite back end I'd already thought about this but was hoping there's a better way - I'll see how this goes. Last year at the job I had at the time I had to scold the software designers every time I came across an admin function that required going to the database directly - because we all know how bad an idea it is. :) ___ 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.
Re: [GNC] Changing multiple transactions
If those transactions appeared in the imbalance account because you imported them without correctly assigning them during the import process, just re-import them. Note that if they were imported from OFX files the bad transactions would have to be deleted before they can be re-imported. On Sun, Jan 31, 2021 at 2:06 PM Stephen M. Butler < stephen.m.butle...@gmail.com> wrote: > I have not had to do this at a large enough level to warrant the below: > > 1. Make a backup copy of your file (I presume you are using XML instead > of a database back-end). > 2. Export all the transactions from the Imbalance Account (getting the > other splits also). > 3. Delete the entire Imbalance Account and all associated transactions > (why you needed to export the other splits). > 4. Pull the export from #2 into a spreadsheet or other editing tool and > make the assignments. > 5. Import the multi-split edited file from #4 into GnC. > 6. Do reports and other sanity checks to ensure everything is right. > > That's the safe and logical way. The other way is not safe and could > really mess things up so you still need a backup: > 1. Make that backup. > 2. Un-Compress the XML file so you can humanly read the contents. > 3. Figure out which fields you need to edit on which transactions (note > -- I've not used an XML editor so don't know how easy this might be. > I'd probably use vi or sed myself and groan inwardly.) > 4. Make those edits. > 5 Do the reports and other sanity checks to ensure everything is right. > 6. Go back to the backup copy and try again since #5 wasn't right. > Note: Loop through these steps as many times as needed until #5 looks > good. > > --Steve > > PS If using a database back-end and you have experience as a database > admin or programmer then use the database tools to effect the changes. > Again, make that backup first and loop around as needed until GnC looks > good. > > PPS Backups are mandatory. > > On 1/31/21 11:35 AM, Jeff Rizzo wrote: > > Hi- > > > > > > I'm currently trying to get my financial house back in order after > > some years, and have been pleasantly surprised with how much progress > > GNUCash has made since last I tried to use it (8 or 9 years ago). It > > seems to fit my need almost perfectly at this point, with one gaping > > hole - not being able to edit multiple transactions at the same time. > > :-( (I have read the "Register Tip" that says "There is no direct way > > to move a large number of transactions from one account to another in > > GnuCash.") > > > > > > As I'm trying to deal with several years' (two, at this point) worth > > of data, having to make three clicks to change each transaction is > > really a drag - and it's quickly sapping my enthusiasm for this > > project. Is there some workaround that some clever soul out there is > > using that would speed this up? To clarify, I'm trying to move large > > numbers of similar transactions from the "Imbalance" account to where > > they actually belong, so I don't see how I could easily do this by > > deleting an account. > > > > > > Thanks, > > > > +j > > > > > > > > ___ > > 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. > > > -- > Stephen M Butler, PMP, PSM > stephen.m.butle...@gmail.com > kg...@arrl.net > 253-350-0166 > --- > GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 > > ___ > 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. > -- David Carlson ___ 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.
Re: [GNC] Changing multiple transactions
On 1/31/21 12:05 PM, Stephen M. Butler wrote: PS If using a database back-end and you have experience as a database admin or programmer then use the database tools to effect the changes. Again, make that backup first and loop around as needed until GnC looks good. Yeah, since I'm using the sqlite back end I'd already thought about this but was hoping there's a better way - I'll see how this goes. Last year at the job I had at the time I had to scold the software designers every time I came across an admin function that required going to the database directly - because we all know how bad an idea it is. :) PPS Backups are mandatory. Yeah, they will be, once I get enough useful data in there that I don't keep starting over from scratch. Since I sent out the original email, I've realized that it's any kind of bulk editing that will require this, and turns out, apparently I really like to change multiple things at once. I'll give it a try and see if it's worth it. Thanks for the response. +j On 1/31/21 11:35 AM, Jeff Rizzo wrote: Hi- I'm currently trying to get my financial house back in order after some years, and have been pleasantly surprised with how much progress GNUCash has made since last I tried to use it (8 or 9 years ago). It seems to fit my need almost perfectly at this point, with one gaping hole - not being able to edit multiple transactions at the same time. :-( (I have read the "Register Tip" that says "There is no direct way to move a large number of transactions from one account to another in GnuCash.") As I'm trying to deal with several years' (two, at this point) worth of data, having to make three clicks to change each transaction is really a drag - and it's quickly sapping my enthusiasm for this project. Is there some workaround that some clever soul out there is using that would speed this up? To clarify, I'm trying to move large numbers of similar transactions from the "Imbalance" account to where they actually belong, so I don't see how I could easily do this by deleting an account. Thanks, +j ___ 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.
Re: [GNC] Changing multiple transactions
I have not had to do this at a large enough level to warrant the below: 1. Make a backup copy of your file (I presume you are using XML instead of a database back-end). 2. Export all the transactions from the Imbalance Account (getting the other splits also). 3. Delete the entire Imbalance Account and all associated transactions (why you needed to export the other splits). 4. Pull the export from #2 into a spreadsheet or other editing tool and make the assignments. 5. Import the multi-split edited file from #4 into GnC. 6. Do reports and other sanity checks to ensure everything is right. That's the safe and logical way. The other way is not safe and could really mess things up so you still need a backup: 1. Make that backup. 2. Un-Compress the XML file so you can humanly read the contents. 3. Figure out which fields you need to edit on which transactions (note -- I've not used an XML editor so don't know how easy this might be. I'd probably use vi or sed myself and groan inwardly.) 4. Make those edits. 5 Do the reports and other sanity checks to ensure everything is right. 6. Go back to the backup copy and try again since #5 wasn't right. Note: Loop through these steps as many times as needed until #5 looks good. --Steve PS If using a database back-end and you have experience as a database admin or programmer then use the database tools to effect the changes. Again, make that backup first and loop around as needed until GnC looks good. PPS Backups are mandatory. On 1/31/21 11:35 AM, Jeff Rizzo wrote: Hi- I'm currently trying to get my financial house back in order after some years, and have been pleasantly surprised with how much progress GNUCash has made since last I tried to use it (8 or 9 years ago). It seems to fit my need almost perfectly at this point, with one gaping hole - not being able to edit multiple transactions at the same time. :-( (I have read the "Register Tip" that says "There is no direct way to move a large number of transactions from one account to another in GnuCash.") As I'm trying to deal with several years' (two, at this point) worth of data, having to make three clicks to change each transaction is really a drag - and it's quickly sapping my enthusiasm for this project. Is there some workaround that some clever soul out there is using that would speed this up? To clarify, I'm trying to move large numbers of similar transactions from the "Imbalance" account to where they actually belong, so I don't see how I could easily do this by deleting an account. Thanks, +j ___ 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. -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ 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.
[GNC] Changing multiple transactions
Hi- I'm currently trying to get my financial house back in order after some years, and have been pleasantly surprised with how much progress GNUCash has made since last I tried to use it (8 or 9 years ago). It seems to fit my need almost perfectly at this point, with one gaping hole - not being able to edit multiple transactions at the same time. :-( (I have read the "Register Tip" that says "There is no direct way to move a large number of transactions from one account to another in GnuCash.") As I'm trying to deal with several years' (two, at this point) worth of data, having to make three clicks to change each transaction is really a drag - and it's quickly sapping my enthusiasm for this project. Is there some workaround that some clever soul out there is using that would speed this up? To clarify, I'm trying to move large numbers of similar transactions from the "Imbalance" account to where they actually belong, so I don't see how I could easily do this by deleting an account. Thanks, +j ___ 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.
