Re: [GNC] Bulk moving transactions
Ah. I misread your original post. Having used GnuCash for over 15 years now, I am quite familiar with editing accounts, thank you. Still, editing a bunch of accounts seems like more complication than just editing the transactions themselves. I guess I assume that because a month of credit card transactions for me is something like 20 transactions total. Best. Original Message From: Michael or Penny Novack Sent: Wed Jul 01 22:20:08 EDT 2020 To: "D." Cc: Matthew Forbis via gnucash-user Subject: Re: [GNC] Bulk moving transactions On 7/1/2020 6:30 PM, D. wrote: > Of course, once you've edited every transaction to put it into a child > account, you could have just changed them all to their proper account > altogether, and eliminated the entire account delete set of steps... > ?? I wasn't talking about editing ANY transactions (or putting them in a child account) I was talking about editing ACCOUNTS. I suspect that perhaps you have not edited accounts, changed their names or descriptions, changed what their parent was (move in the CoA) etc. If you have transactions in an account that do not belong there (and no transactions that do belong there) and these transactions all should be in some different account you CAN "block move" them to that other account. You do this by trying to delete the account and when gnucash asks what you want done with the transactions (delete or move to another account) you select the move option. BUT if that first account has children, you have to first move the children elsewhere. You do that not by moving the transactions in these accounts but by respecifying what account is the parent. I am frequently adding accounts to my CoAs, adding parent accounts, making existing accounts children, etc. Michael D Novack PS --- I will give an example. Let's say you have an account "automobile expenses" as a parent that has under it things like "fuel", "repairs", etc. You now get a second car. What to do? Well I would: 1) create new accounts "auto1 expenses" and "auto2 expenses" and make them children of "automobile expenses" 2) edit each of the existing children "fuel", "repairs", etc. changing their parent from "automobile expenses" to "auto1 expenses". 3) create new "fuel", "repairs", etc. as children of "auto2 expenses". << notice -- no moving of transactions was involved but those expenses related to auto 1 are where they belong >> ___ 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] Bulk moving transactions
Thanks for your help. Nike > On Jun 30, 2020, at 2:21 PM, Derek Atkins wrote: > > Hi, > >> On Tue, June 30, 2020 4:46 pm, V. Vatsal via gnucash-user wrote: >> Hello, >> >> I am running GnuCash on Mac. >> >> Somehow a month’s worth of credit card transactions ended up in the top >> level Bank Accounts account. Is there some quick way to move or edit them >> to the appropriate credit card account? It’s not possible even to move >> them manually, as far as I can tell, without jumping to the corresponding >> Expense account for each, and then changing the source account there. > > There are two ways to go about this: > > 1) If you can delete the top-level "Bank Accounts" account, then it will > ask you where to move the transactions and you can select the correct > credit card account. This will move all transactions en-masse and is the > only way to do just a mass move. > > 2) You can open the account, Change the View to Auto Split Ledger or > Transaction Journal mode (see the View menu), and then you can change the > split that ties each transaction to the Bank account to the credit > account. Here you do have to manually fix each one, but you can do it in > one place; you don't have to jump to each Expense account to do so. > > Hope this helps, > >> Thanks, >> >> Nike >> >> 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 617-623-3745 > de...@ihtfp.com www.ihtfp.com > Computer and Internet Security Consultant > ___ 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] Bulk moving transactions
On 7/1/2020 6:30 PM, D. wrote: Of course, once you've edited every transaction to put it into a child account, you could have just changed them all to their proper account altogether, and eliminated the entire account delete set of steps... ?? I wasn't talking about editing ANY transactions (or putting them in a child account) I was talking about editing ACCOUNTS. I suspect that perhaps you have not edited accounts, changed their names or descriptions, changed what their parent was (move in the CoA) etc. If you have transactions in an account that do not belong there (and no transactions that do belong there) and these transactions all should be in some different account you CAN "block move" them to that other account. You do this by trying to delete the account and when gnucash asks what you want done with the transactions (delete or move to another account) you select the move option. BUT if that first account has children, you have to first move the children elsewhere. You do that not by moving the transactions in these accounts but by respecifying what account is the parent. I am frequently adding accounts to my CoAs, adding parent accounts, making existing accounts children, etc. Michael D Novack PS --- I will give an example. Let's say you have an account "automobile expenses" as a parent that has under it things like "fuel", "repairs", etc. You now get a second car. What to do? Well I would: 1) create new accounts "auto1 expenses" and "auto2 expenses" and make them children of "automobile expenses" 2) edit each of the existing children "fuel", "repairs", etc. changing their parent from "automobile expenses" to "auto1 expenses". 3) create new "fuel", "repairs", etc. as children of "auto2 expenses". << notice -- no moving of transactions was involved but those expenses related to auto 1 are where they belong >> ___ 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] Bulk moving transactions
Of course, once you've edited every transaction to put it into a child account, you could have just changed them all to their proper account altogether, and eliminated the entire account delete set of steps... Original Message From: Michael or Penny Novack Sent: Wed Jul 01 15:56:49 EDT 2020 To: gnucash-user@gnucash.org Subject: Re: [GNC] Bulk moving transactions On 7/1/2020 12:07 PM, Adrien Monteleone wrote: > I’ve twice now seen the advice to delete the account as a bulk move operation. > > Yes, that does work. > > However, this appears to be a parent account. > > Can a parent account be safely deleted without affecting the sub accounts? > > I guess I could try, just for kicks, (since I’m not the one needing to move > transactions) but my initial suspicion is —that way lies a mess. > Did you read what I wrote? The process? YES, you would want to first make this account NOT be the parent of its children. Once you have given them a different parent, they will no longer be the children of the account you want to delete. Create a new placeholder account. Edit each child account so that this account is now its parent. THEN delete the account that had been the parent. 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.
Re: [GNC] Bulk moving transactions
I can attest to the joy of initiating a search while in the Accounts tab. It's quite fast, and opens up a new tab for results, so the Accounts tab is unaffected. (I used to do searches in General Ledger when I wasn't sure which account held my desired results. But those searches did NOT open a new tab. They just filtered out all non-matching results from the original G/L tab. hen to continue using G/L I had to close and reopen it. -- Regards, Stan Brown Tehachapi, CA, USA https://BrownMath.com https://OakRoadSystems.com On 2020-07-01 14:10, Adrien Monteleone wrote: > In the meantime, why not search from the Accounts tab? (you can also refine > searches either iteratively, or with multiple criteria) > > Regards, > Adrien > >> On Jul 1, 2020 w27d183, at 4:03 PM, David H wrote: >> >> While you're at it can you add a search history so when I try to find >> something under 1 credit card without luck and then go to another register >> to re-run the exact same search - would be handy :-) >> >> Cheers David H. ___ 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] Bulk moving transactions
Adrien, Thanks for the heads up - hadn't noticed it until you asked the question - yes that's exactly what I need !!! Cheers David H. On Thu, 2 Jul 2020 at 07:18, Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > In the meantime, why not search from the Accounts tab? (you can also > refine searches either iteratively, or with multiple criteria) > > Regards, > Adrien > > > On Jul 1, 2020 w27d183, at 4:03 PM, David H wrote: > > > > While you're at it can you add a search history so when I try to find > > something under 1 credit card without luck and then go to another > register > > to re-run the exact same search - would be handy :-) > > > > Cheers David H. > > > ___ > 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] Bulk moving transactions
Maybe I don't know the correct terminology. I envision the currently selected transaction automatically appearing in a data entry window instead of in the register. On Wed, Jul 1, 2020 at 4:09 PM Derek Atkins wrote: > Popups are a very inefficient entry method. > > You already have the Ctrl-T (Enter Transfer) popup if you really want to > use pop-ups for entry. > > -derek > > On Wed, July 1, 2020 5:05 pm, David Carlson wrote: > > Back around the time the register2 rewrite was started I believe that I > > suggested replacing the complex register code with a basic data input > > pop-up window for the selected transaction or other input requirement > such > > as stock purchase, or business feature more like one would likely find in > > a > > database application. I will suggest a similar design change today to > > whomever decides to take up this task. Unfortunately, I only know Basic > > and Fortran IV, which wouldn't get me very far today, so my help would be > > very limited. > > > > On Wed, Jul 1, 2020 at 3:38 PM Jean Laroche wrote: > > > >> I started looking at that a little while before 4.0 and stopped because > >> no new features could be added. I'm going to re-start, as this strikes > >> me as a must-have feature. > >> The other elephant in the room is the undo/redo support, but that's for > >> another thread > >> J. > >> > >> On 7/1/20 1:32 PM, Derek Atkins wrote: > >> > > >> > On Wed, July 1, 2020 4:27 pm, Jean Laroche wrote: > >> >> Does it not trike you as insane that we have to go through these > >> hoops > >> >> just to bulk move transactions? Something that should be as simple as > >> >> shift-select, right-click, move? > >> >> I'm not sure how support for multi-select operations was never > >> seriously > >> >> looked at. > >> > > >> > Patches always welcome! > >> > > >> > Seriously, it's not that easy due to the design and implementation of > >> the > >> > register. The register-2 rewrite was supposed to make it easier, but > >> that > >> > effort (started about a decade ago) stalled and never finished, so > >> we're > >> > still using the same Canvas-based register code. > >> > > >> >> J. > >> > > >> >> Please remember to CC this list on all your replies. > >> >> You can do this by using Reply-To-List or Reply-All. > >> > > >> > -derek > >> > > >> ___ > >> 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 > > > > > -- >Derek Atkins 617-623-3745 >de...@ihtfp.com www.ihtfp.com >Computer and Internet Security Consultant > > -- 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] Bulk moving transactions
In the meantime, why not search from the Accounts tab? (you can also refine searches either iteratively, or with multiple criteria) Regards, Adrien > On Jul 1, 2020 w27d183, at 4:03 PM, David H wrote: > > While you're at it can you add a search history so when I try to find > something under 1 credit card without luck and then go to another register > to re-run the exact same search - would be handy :-) > > Cheers David H. ___ 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] Bulk moving transactions
Popups are a very inefficient entry method. You already have the Ctrl-T (Enter Transfer) popup if you really want to use pop-ups for entry. -derek On Wed, July 1, 2020 5:05 pm, David Carlson wrote: > Back around the time the register2 rewrite was started I believe that I > suggested replacing the complex register code with a basic data input > pop-up window for the selected transaction or other input requirement such > as stock purchase, or business feature more like one would likely find in > a > database application. I will suggest a similar design change today to > whomever decides to take up this task. Unfortunately, I only know Basic > and Fortran IV, which wouldn't get me very far today, so my help would be > very limited. > > On Wed, Jul 1, 2020 at 3:38 PM Jean Laroche wrote: > >> I started looking at that a little while before 4.0 and stopped because >> no new features could be added. I'm going to re-start, as this strikes >> me as a must-have feature. >> The other elephant in the room is the undo/redo support, but that's for >> another thread >> J. >> >> On 7/1/20 1:32 PM, Derek Atkins wrote: >> > >> > On Wed, July 1, 2020 4:27 pm, Jean Laroche wrote: >> >> Does it not trike you as insane that we have to go through these >> hoops >> >> just to bulk move transactions? Something that should be as simple as >> >> shift-select, right-click, move? >> >> I'm not sure how support for multi-select operations was never >> seriously >> >> looked at. >> > >> > Patches always welcome! >> > >> > Seriously, it's not that easy due to the design and implementation of >> the >> > register. The register-2 rewrite was supposed to make it easier, but >> that >> > effort (started about a decade ago) stalled and never finished, so >> we're >> > still using the same Canvas-based register code. >> > >> >> J. >> > >> >> Please remember to CC this list on all your replies. >> >> You can do this by using Reply-To-List or Reply-All. >> > >> > -derek >> > >> ___ >> 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 > -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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] Bulk moving transactions
Back around the time the register2 rewrite was started I believe that I suggested replacing the complex register code with a basic data input pop-up window for the selected transaction or other input requirement such as stock purchase, or business feature more like one would likely find in a database application. I will suggest a similar design change today to whomever decides to take up this task. Unfortunately, I only know Basic and Fortran IV, which wouldn't get me very far today, so my help would be very limited. On Wed, Jul 1, 2020 at 3:38 PM Jean Laroche wrote: > I started looking at that a little while before 4.0 and stopped because > no new features could be added. I'm going to re-start, as this strikes > me as a must-have feature. > The other elephant in the room is the undo/redo support, but that's for > another thread > J. > > On 7/1/20 1:32 PM, Derek Atkins wrote: > > > > On Wed, July 1, 2020 4:27 pm, Jean Laroche wrote: > >> Does it not trike you as insane that we have to go through these hoops > >> just to bulk move transactions? Something that should be as simple as > >> shift-select, right-click, move? > >> I'm not sure how support for multi-select operations was never seriously > >> looked at. > > > > Patches always welcome! > > > > Seriously, it's not that easy due to the design and implementation of the > > register. The register-2 rewrite was supposed to make it easier, but > that > > effort (started about a decade ago) stalled and never finished, so we're > > still using the same Canvas-based register code. > > > >> J. > > > >> Please remember to CC this list on all your replies. > >> You can do this by using Reply-To-List or Reply-All. > > > > -derek > > > ___ > 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] Bulk moving transactions
While you're at it can you add a search history so when I try to find something under 1 credit card without luck and then go to another register to re-run the exact same search - would be handy :-) Cheers David H. On Thu, 2 Jul 2020 at 06:38, Jean Laroche wrote: > I started looking at that a little while before 4.0 and stopped because > no new features could be added. I'm going to re-start, as this strikes > me as a must-have feature. > The other elephant in the room is the undo/redo support, but that's for > another thread > J. > > On 7/1/20 1:32 PM, Derek Atkins wrote: > > > > On Wed, July 1, 2020 4:27 pm, Jean Laroche wrote: > >> Does it not trike you as insane that we have to go through these hoops > >> just to bulk move transactions? Something that should be as simple as > >> shift-select, right-click, move? > >> I'm not sure how support for multi-select operations was never seriously > >> looked at. > > > > Patches always welcome! > > > > Seriously, it's not that easy due to the design and implementation of the > > register. The register-2 rewrite was supposed to make it easier, but > that > > effort (started about a decade ago) stalled and never finished, so we're > > still using the same Canvas-based register code. > > > >> J. > > > >> Please remember to CC this list on all your replies. > >> You can do this by using Reply-To-List or Reply-All. > > > > -derek > > > ___ > 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] Bulk moving transactions
I started looking at that a little while before 4.0 and stopped because no new features could be added. I'm going to re-start, as this strikes me as a must-have feature. The other elephant in the room is the undo/redo support, but that's for another thread J. On 7/1/20 1:32 PM, Derek Atkins wrote: On Wed, July 1, 2020 4:27 pm, Jean Laroche wrote: Does it not trike you as insane that we have to go through these hoops just to bulk move transactions? Something that should be as simple as shift-select, right-click, move? I'm not sure how support for multi-select operations was never seriously looked at. Patches always welcome! Seriously, it's not that easy due to the design and implementation of the register. The register-2 rewrite was supposed to make it easier, but that effort (started about a decade ago) stalled and never finished, so we're still using the same Canvas-based register code. J. Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -derek ___ 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] Bulk moving transactions
On Wed, July 1, 2020 4:27 pm, Jean Laroche wrote: > Does it not trike you as insane that we have to go through these hoops > just to bulk move transactions? Something that should be as simple as > shift-select, right-click, move? > I'm not sure how support for multi-select operations was never seriously > looked at. Patches always welcome! Seriously, it's not that easy due to the design and implementation of the register. The register-2 rewrite was supposed to make it easier, but that effort (started about a decade ago) stalled and never finished, so we're still using the same Canvas-based register code. > J. > 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 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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] Bulk moving transactions
Does it not trike you as insane that we have to go through these hoops just to bulk move transactions? Something that should be as simple as shift-select, right-click, move? I'm not sure how support for multi-select operations was never seriously looked at. J. On 7/1/20 1:09 PM, Adrien Monteleone wrote: Sorry Michael, it was an oversight. I was not reading carefully. Geert pointed that out to me as well. Apologies for the noise. Regards, Adrien On Jul 1, 2020 w27d183, at 2:56 PM, Michael or Penny Novack wrote: On 7/1/2020 12:07 PM, Adrien Monteleone wrote: I’ve twice now seen the advice to delete the account as a bulk move operation. Yes, that does work. However, this appears to be a parent account. Can a parent account be safely deleted without affecting the sub accounts? I guess I could try, just for kicks, (since I’m not the one needing to move transactions) but my initial suspicion is —that way lies a mess. Did you read what I wrote? The process? YES, you would want to first make this account NOT be the parent of its children. Once you have given them a different parent, they will no longer be the children of the account you want to delete. Create a new placeholder account. Edit each child account so that this account is now its parent. THEN delete the account that had been the parent. 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.
Re: [GNC] Bulk moving transactions
Sorry Michael, it was an oversight. I was not reading carefully. Geert pointed that out to me as well. Apologies for the noise. Regards, Adrien > On Jul 1, 2020 w27d183, at 2:56 PM, Michael or Penny Novack > wrote: > > On 7/1/2020 12:07 PM, Adrien Monteleone wrote: >> I’ve twice now seen the advice to delete the account as a bulk move >> operation. >> >> Yes, that does work. >> >> However, this appears to be a parent account. >> >> Can a parent account be safely deleted without affecting the sub accounts? >> >> I guess I could try, just for kicks, (since I’m not the one needing to move >> transactions) but my initial suspicion is —that way lies a mess. >> > Did you read what I wrote? The process? > > YES, you would want to first make this account NOT be the parent of its > children. Once you have given them a different parent, they will no longer be > the children of the account you want to delete. > > Create a new placeholder account. Edit each child account so that this > account is now its parent. THEN delete the account that had been the parent. > > 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] Bulk moving transactions
On 7/1/2020 12:07 PM, Adrien Monteleone wrote: I’ve twice now seen the advice to delete the account as a bulk move operation. Yes, that does work. However, this appears to be a parent account. Can a parent account be safely deleted without affecting the sub accounts? I guess I could try, just for kicks, (since I’m not the one needing to move transactions) but my initial suspicion is —that way lies a mess. Did you read what I wrote? The process? YES, you would want to first make this account NOT be the parent of its children. Once you have given them a different parent, they will no longer be the children of the account you want to delete. Create a new placeholder account. Edit each child account so that this account is now its parent. THEN delete the account that had been the parent. 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] Bulk moving transactions
Ah, missed that, thanks! Regards, Adrien > On Jul 1, 2020 w27d183, at 11:27 AM, Geert Janssens > wrote: > > Op woensdag 1 juli 2020 18:07:16 CEST schreef Adrien Monteleone: > > I’ve twice now seen the advice to delete the account as a bulk move > > operation. > > > > Yes, that does work. > > > > However, this appears to be a parent account. > > > > Can a parent account be safely deleted without affecting the sub accounts? > > > No. That's why Michael instructed to first move all child accounts to a > temporary new parent. > > Regards, > > Geert ___ 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] Bulk moving transactions
Op woensdag 1 juli 2020 18:07:16 CEST schreef Adrien Monteleone: > I’ve twice now seen the advice to delete the account as a bulk move > operation. > > Yes, that does work. > > However, this appears to be a parent account. > > Can a parent account be safely deleted without affecting the sub accounts? > No. That's why Michael instructed to first move all child accounts to a temporary new parent. Regards, Geert ___ 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] Bulk moving transactions
I’ve twice now seen the advice to delete the account as a bulk move operation. Yes, that does work. However, this appears to be a parent account. Can a parent account be safely deleted without affecting the sub accounts? I guess I could try, just for kicks, (since I’m not the one needing to move transactions) but my initial suspicion is —that way lies a mess. Regards, Adrien > On Jul 1, 2020 w27d183, at 10:14 AM, Michael or Penny Novack > wrote: > > On 6/30/2020 4:46 PM, V. Vatsal via gnucash-user wrote: >> Hello, >> >> I am running GnuCash on Mac. >> >> Somehow a month’s worth of credit card transactions ended up in the top >> level Bank Accounts account. Is there some quick way to move or edit them to >> the appropriate credit card account? It’s not possible even to move them >> manually, as far as I can tell, without jumping to the corresponding Expense >> account for each, and then changing the source account there. > > You have been given the general advice, how to do this when you need to > separate transactions in the account by error from those which belong there. > BUT -- in the special case where: > > 1) The are no correct transactions (none that belong in the account) > > 2) They all should be in the same different account > > You CAN (in this special case) bulk move them. Here you would first create a > new "top level bank account" and change the parent of each child of the old > one. Now ONLY those transactions are in it (in the old one). Tell gnucash > that you want to delete that account and it will prompt you to decide if you > also want its contents deleted or moved elsewhere. You would pick "elsewhere" > specifying the correct credit card account. If you want, you can now rename > the parent top level bank account to what it was and don;t forget to make it > a placeholder account. > > 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] Bulk moving transactions
On 6/30/2020 4:46 PM, V. Vatsal via gnucash-user wrote: Hello, I am running GnuCash on Mac. Somehow a month’s worth of credit card transactions ended up in the top level Bank Accounts account. Is there some quick way to move or edit them to the appropriate credit card account? It’s not possible even to move them manually, as far as I can tell, without jumping to the corresponding Expense account for each, and then changing the source account there. You have been given the general advice, how to do this when you need to separate transactions in the account by error from those which belong there. BUT -- in the special case where: 1) The are no correct transactions (none that belong in the account) 2) They all should be in the same different account You CAN (in this special case) bulk move them. Here you would first create a new "top level bank account" and change the parent of each child of the old one. Now ONLY those transactions are in it (in the old one). Tell gnucash that you want to delete that account and it will prompt you to decide if you also want its contents deleted or moved elsewhere. You would pick "elsewhere" specifying the correct credit card account. If you want, you can now rename the parent top level bank account to what it was and don;t forget to make it a placeholder account. 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] Bulk moving transactions
HI, Am 30.06.20 um 22:46 schrieb V. Vatsal via gnucash-user: > Somehow a month’s worth of credit card transactions ended up in the top level > Bank Accounts account. Is there some quick way to move or edit them to to avoid this in the future, you should consider to mark this account as placehoder. Regards Frank ___ 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] Bulk moving transactions
If you search for these transactions or filter them in the (wrong, problematic) register, it is simple enough to merely change the erroneous Transfer account and tab off the specific line. This will change the entry, which will instantly remove it from the current view, since the split that anchors the transaction to the current (wrong) register no longer exists. You can power through hundreds of such transactions this way in a matter of minutes. At least, I can. David T. On 6/30/2020 5:02 PM, Jean Laroche wrote: not that I know of. That's one limitation of GC that I would really love to fix (or see fixed). It's usually impossible to select multiple transactions and do something on them (except in a few situations). If you have very many of them, you could export them to cvs, then reimport them in the right account? But that's really a kludge. J. On 6/30/20 1:46 PM, V. Vatsal via gnucash-user wrote: Hello, I am running GnuCash on Mac. Somehow a month’s worth of credit card transactions ended up in the top level Bank Accounts account. Is there some quick way to move or edit them to the appropriate credit card account? It’s not possible even to move them manually, as far as I can tell, without jumping to the corresponding Expense account for each, and then changing the source account there. Thanks, Nike ___ 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.
Re: [GNC] Bulk moving transactions
Hi, On Tue, June 30, 2020 4:46 pm, V. Vatsal via gnucash-user wrote: > Hello, > > I am running GnuCash on Mac. > > Somehow a month’s worth of credit card transactions ended up in the top > level Bank Accounts account. Is there some quick way to move or edit them > to the appropriate credit card account? It’s not possible even to move > them manually, as far as I can tell, without jumping to the corresponding > Expense account for each, and then changing the source account there. There are two ways to go about this: 1) If you can delete the top-level "Bank Accounts" account, then it will ask you where to move the transactions and you can select the correct credit card account. This will move all transactions en-masse and is the only way to do just a mass move. 2) You can open the account, Change the View to Auto Split Ledger or Transaction Journal mode (see the View menu), and then you can change the split that ties each transaction to the Bank account to the credit account. Here you do have to manually fix each one, but you can do it in one place; you don't have to jump to each Expense account to do so. Hope this helps, > Thanks, > > Nike > > 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 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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] Bulk moving transactions
not that I know of. That's one limitation of GC that I would really love to fix (or see fixed). It's usually impossible to select multiple transactions and do something on them (except in a few situations). If you have very many of them, you could export them to cvs, then reimport them in the right account? But that's really a kludge. J. On 6/30/20 1:46 PM, V. Vatsal via gnucash-user wrote: Hello, I am running GnuCash on Mac. Somehow a month’s worth of credit card transactions ended up in the top level Bank Accounts account. Is there some quick way to move or edit them to the appropriate credit card account? It’s not possible even to move them manually, as far as I can tell, without jumping to the corresponding Expense account for each, and then changing the source account there. Thanks, Nike ___ 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.
