Re: How to enter split transactions

2017-08-24 Thread Janet Saxby via gnucash-user
Thank you for your help.
Janet

  From: Mike or Penny Novack 
 To: gnucash-user@gnucash.org 
 Sent: Wednesday, 23 August 2017, 14:39
 Subject: Re: How to enter split transactions
   
On 8/23/2017 2:47 AM, Janet Saxby via gnucash-user wrote:
>  Hi,
> Can someone explain how to split transactions between accounts without 
> creating an imbalance?
> Regards,
> Janet
Beyond what the tutorial might say, some advice to make easier.
a) Until you are experienced, do not attempt two way spits (transactions 
split on BOTH the debit and credit side).
b) Begin with the unsplit side whichever that is. Enter in  THAT account 
but before selecting the other side account(s) hit "split".
c) Change the other side amount to the correct amount for the first 
account on the other side, enter the account, and hit enter. The 
remaining balance will say the account is Imbalance. That should be the 
amount of the next split or larger. If larger, change to the amount of 
the next split and specify the account and hit enter, and you repeat 
"c". If the exact amount, when you have specified the account and hit 
enter the transaction  will be in balance.

d) When you are faced with a two way split, you might (for now) use 
multiple transactions. For example, if manually opening a new set of 
books (creating the CoA with all accounts zero and then making the 
opening entry you could use two opening entries (one for the debits and 
one for the credits)

Michael D Novack
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Re: How to enter split transactions

2017-08-24 Thread Janet Saxby via gnucash-user
Hi,
Thank you so much, I think I've worked it out now, I watched the Youtube video 
it made it easy!.
Regards,
Janet

  From: Nelson Handcock 
 To: Janet Saxby  
Cc: "gnucash-user@gnucash.org" 
 Sent: Wednesday, 23 August 2017, 8:46
 Subject: Re: How to enter split transactions
   
The following tutorial is available
https://www.gnucash.org/docs/v2.6/C/gnucash-guide/txns-registers-txntypes.html

Google "gnucash split transaction tutorial" also has a youtube video that you 
might find helpful...
Hope this helps!



On Wed, Aug 23, 2017 at 4:47 PM, Janet Saxby via gnucash-user 
 wrote:

 Hi,
Can someone explain how to split transactions between accounts without creating 
an imbalance?
Regards,
Janet
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Re: How to enter split transactions

2017-08-23 Thread Derek Atkins
Nelson Handcock  writes:

> The following tutorial is available
>
> https://www.gnucash.org/docs/v2.6/C/gnucash-guide/txns-registers-txntypes.html
>
> Google "gnucash split transaction tutorial" also has a youtube video that
> you might find helpful...

One other tip (to ensure you don't create Imabalance splits): Do not hit
the 'enter' key until you are absolutely done entering all the splits!

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
   Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
   Member, MIT Student Information Processing Board  (SIPB)
   URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH
   warl...@mit.eduPGP key available
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Re: How to enter split transactions

2017-08-23 Thread David Carlson
I would also suggest trying the View>Auto Split Ledger>and View>Transaction
Journal menu options to see how those affect what you see while you are
experimenting.

I also happen to like to use the Double Line view.  In fact I wish the
double line view was the out-of-the-box default.

David C

On Wed, Aug 23, 2017 at 7:51 AM, Mike or Penny Novack <
stepbystepf...@dialup4less.com> wrote:

> On 8/23/2017 2:47 AM, Janet Saxby via gnucash-user wrote:
>
>>   Hi,
>> Can someone explain how to split transactions between accounts without
>> creating an imbalance?
>> Regards,
>> Janet
>>
> Beyond what the tutorial might say, some advice to make easier.
> a) Until you are experienced, do not attempt two way spits (transactions
> split on BOTH the debit and credit side).
> b) Begin with the unsplit side whichever that is. Enter in  THAT account
> but before selecting the other side account(s) hit "split".
> c) Change the other side amount to the correct amount for the first
> account on the other side, enter the account, and hit enter. The remaining
> balance will say the account is Imbalance. That should be the amount of the
> next split or larger. If larger, change to the amount of the next split and
> specify the account and hit enter, and you repeat "c". If the exact amount,
> when you have specified the account and hit enter the transaction  will be
> in balance.
>
> d) When you are faced with a two way split, you might (for now) use
> multiple transactions. For example, if manually opening a new set of books
> (creating the CoA with all accounts zero and then making the opening entry
> you could use two opening entries (one for the debits and one for the
> credits)
>
> Michael D Novack
>
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Re: How to enter split transactions

2017-08-23 Thread Mike or Penny Novack

On 8/23/2017 2:47 AM, Janet Saxby via gnucash-user wrote:

  Hi,
Can someone explain how to split transactions between accounts without creating 
an imbalance?
Regards,
Janet

Beyond what the tutorial might say, some advice to make easier.
a) Until you are experienced, do not attempt two way spits (transactions 
split on BOTH the debit and credit side).
b) Begin with the unsplit side whichever that is. Enter in  THAT account 
but before selecting the other side account(s) hit "split".
c) Change the other side amount to the correct amount for the first 
account on the other side, enter the account, and hit enter. The 
remaining balance will say the account is Imbalance. That should be the 
amount of the next split or larger. If larger, change to the amount of 
the next split and specify the account and hit enter, and you repeat 
"c". If the exact amount, when you have specified the account and hit 
enter the transaction  will be in balance.


d) When you are faced with a two way split, you might (for now) use 
multiple transactions. For example, if manually opening a new set of 
books (creating the CoA with all accounts zero and then making the 
opening entry you could use two opening entries (one for the debits and 
one for the credits)


Michael D Novack
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Re: How to enter split transactions

2017-08-23 Thread Nelson Handcock
The following tutorial is available

https://www.gnucash.org/docs/v2.6/C/gnucash-guide/txns-registers-txntypes.html

Google "gnucash split transaction tutorial" also has a youtube video that
you might find helpful...

Hope this helps!




On Wed, Aug 23, 2017 at 4:47 PM, Janet Saxby via gnucash-user <
gnucash-user@gnucash.org> wrote:

>  Hi,
> Can someone explain how to split transactions between accounts without
> creating an imbalance?
> Regards,
> Janet
> ___
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> gnucash-user@gnucash.org
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> Please remember to CC this list on all your replies.
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>
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How to enter split transactions

2017-08-22 Thread Janet Saxby via gnucash-user
 Hi,
Can someone explain how to split transactions between accounts without creating 
an imbalance?
Regards,
Janet
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