Re: [GNC] Deleting an account

[R Losey]

...and it is answered here as well!  Thanks!

On Sun, Apr 16, 2023 at 1:44 AM David T.  wrote:

> That is answered in section 5.4 of the Help:
>
> "The Hidden check box hides an account (and any sub-accounts) in the
> account tree. To reset this option, you will first need to open
> theView → Filter By...dialog for the account tree and check the Show hidden
> accounts option. Doing so will allow you to select the account and reopen
> this dialog."
>
> David T.
> On Apr 16, 2023, at 6:12 AM, R Losey  wrote:
>>
>> This was helpful; I didn't even know that there was an option to hide an
>> account
>>
>> But how does one un-hide an account? (say a question arises about something
>> in that account from the past?)
>>
>> On Fri, Apr 14, 2023 at 6:17 PM Gyle McCollam  wrote:
>>
>>  Michael,
>>>  Thank you, I forgot about hiding accounts.  I'm aware there will be a
>>>  capital gain, but since it is personal finance, it is not taxable, just as
>>>  the depreciation was not deductible.  I just like to write off assets that
>>>  go down in value over time.
>>>
>>>
>>>  Thank You,
>>>
>>>  Gyle McCollam
>>>
>>>  Gyle McCollam
>>>
>>>  gmccol...@live.com<mailto:gmccol...@gyleshomes.com>       email
>>>
>>> --
>>>
>>>  From: gnucash-user  on
>>>  behalf of Michael or Penny Novack 
>>>  Sent: Friday, April 14, 2023 6:31 PM
>>>  To: gnucash-user@gnucash.org 
>>>  Subject: Re: [GNC] Deleting an account
>>>
>>>  On 4/14/2023 4:51 PM, Gyle McCollam wrote:
>>>
>>>>  I have a fixed asset account for an automobile with subaccounts for the
>>>>
>>>  purchase cost and depreciation.  I am selling this car and purchasing a new
>>>  car. How do I delete the old car from my COA without messing up the
>>>  financials as there have been debits and credits to the 2 subaccounts.  The
>>>  parent account at this point has a zero balance as the vehicle is fully
>>>  depreciated.
>>>
>>>>
>>>>  You don't delete it (it would indeed mess up all those transactions)
>>>
>>>  It's no longer needed, balance is zero, just HIDE it. Do note that if
>>>  you dispose of this fully depreciated asset for a gain, you will have a
>>>  capital gain to record that transaction << but that wouldn't involve
>>>  this 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
>>>  -
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>>> --
>>>
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>>
>>
>>
>>

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Micah 6:8
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Re: [GNC] Deleting an account

[R Losey]

Excellent (thanks!) - I'm going to make use of hiding old accounts!

On Sat, Apr 15, 2023 at 10:24 PM Gyle McCollam  wrote:

> After it is hidden you can still get to it by going to the accounts page,
> "view/filter by", then select the "other" tab and click on "show hidden
> accounts"
>
> Thank You,
>
> *Gyle McCollam*
>
> Gyle McCollam
>
> gmccol...@live.comemail
> --
> *From:* gnucash-user 
> on behalf of R Losey 
> *Sent:* Saturday, April 15, 2023 11:14 PM
> *To:* G R Hewitt 
> *Cc:* gnucash-user@gnucash.org 
> *Subject:* Re: [GNC] Deleting an account
>
> For old, unused accounts, say closed credit cards, I created a placeholder
> in Credit Cards called "ZZZ_closed" and then edit the closed credit card to
> make it's parent directory ZZZ_closed. That way, I keep all of the
> transactions, but it isn't in the current list.
>
> Hiding sounds better, as long as there is some way to get at it after it is
> hidden.
>
>
> On Sat, Apr 15, 2023 at 2:27 AM G R Hewitt  wrote:
>
> > I agree with Michael on this, deleting accounts has a knock on effect
> that
> > isn't always apparent.
> > In one firm I worked for, the GM took it upon himself to delete a load of
> > customer accounts that were at zero when I was away.
> > This was Sage Line 50, it totally screwed the accounts but was not
> apparent
> > at the time.
> > Deleting the accounts is akin to tearing the pages out of a journal; best
> > to 'hide' them as suggested.
> >
> >
> > On Fri, 14 Apr 2023 at 23:32, Michael or Penny Novack <
> > stepbystepf...@comcast.net> wrote:
> >
> > > On 4/14/2023 4:51 PM, Gyle McCollam wrote:
> > > > I have a fixed asset account for an automobile with subaccounts for
> the
> > > purchase cost and depreciation.  I am selling this car and purchasing a
> > new
> > > car. How do I delete the old car from my COA without messing up the
> > > financials as there have been debits and credits to the 2 subaccounts.
> > The
> > > parent account at this point has a zero balance as the vehicle is fully
> > > depreciated.
> > > >
> > > You don't delete it (it would indeed mess up all those transactions)
> > >
> > > It's no longer needed, balance is zero, just HIDE it. Do note that if
> > > you dispose of this fully depreciated asset for a gain, you will have a
> > > capital gain to record that transaction << but that wouldn't involve
> > > this 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
> > > -
> > > Please remember to CC this list on all your replies.
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> > >
> > ___
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> >
>
>
> --
> _
> Richard Losey
> rlo...@gmail.com
> Micah 6:8
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Re: [GNC] Deleting an account

[Gyle McCollam]

After it is hidden you can still get to it by going to the accounts page, 
"view/filter by", then select the "other" tab and click on "show hidden 
accounts"


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com<mailto:gmccol...@gyleshomes.com>   email


From: gnucash-user  on 
behalf of R Losey 
Sent: Saturday, April 15, 2023 11:14 PM
To: G R Hewitt 
Cc: gnucash-user@gnucash.org 
Subject: Re: [GNC] Deleting an account

For old, unused accounts, say closed credit cards, I created a placeholder
in Credit Cards called "ZZZ_closed" and then edit the closed credit card to
make it's parent directory ZZZ_closed. That way, I keep all of the
transactions, but it isn't in the current list.

Hiding sounds better, as long as there is some way to get at it after it is
hidden.


On Sat, Apr 15, 2023 at 2:27 AM G R Hewitt  wrote:

> I agree with Michael on this, deleting accounts has a knock on effect that
> isn't always apparent.
> In one firm I worked for, the GM took it upon himself to delete a load of
> customer accounts that were at zero when I was away.
> This was Sage Line 50, it totally screwed the accounts but was not apparent
> at the time.
> Deleting the accounts is akin to tearing the pages out of a journal; best
> to 'hide' them as suggested.
>
>
> On Fri, 14 Apr 2023 at 23:32, Michael or Penny Novack <
> stepbystepf...@comcast.net> wrote:
>
> > On 4/14/2023 4:51 PM, Gyle McCollam wrote:
> > > I have a fixed asset account for an automobile with subaccounts for the
> > purchase cost and depreciation.  I am selling this car and purchasing a
> new
> > car. How do I delete the old car from my COA without messing up the
> > financials as there have been debits and credits to the 2 subaccounts.
> The
> > parent account at this point has a zero balance as the vehicle is fully
> > depreciated.
> > >
> > You don't delete it (it would indeed mess up all those transactions)
> >
> > It's no longer needed, balance is zero, just HIDE it. Do note that if
> > you dispose of this fully depreciated asset for a gain, you will have a
> > capital gain to record that transaction << but that wouldn't involve
> > this 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
> > -
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
> >
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Micah 6:8
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Re: [GNC] Deleting an account

[R Losey]

For old, unused accounts, say closed credit cards, I created a placeholder
in Credit Cards called "ZZZ_closed" and then edit the closed credit card to
make it's parent directory ZZZ_closed. That way, I keep all of the
transactions, but it isn't in the current list.

Hiding sounds better, as long as there is some way to get at it after it is
hidden.


On Sat, Apr 15, 2023 at 2:27 AM G R Hewitt  wrote:

> I agree with Michael on this, deleting accounts has a knock on effect that
> isn't always apparent.
> In one firm I worked for, the GM took it upon himself to delete a load of
> customer accounts that were at zero when I was away.
> This was Sage Line 50, it totally screwed the accounts but was not apparent
> at the time.
> Deleting the accounts is akin to tearing the pages out of a journal; best
> to 'hide' them as suggested.
>
>
> On Fri, 14 Apr 2023 at 23:32, Michael or Penny Novack <
> stepbystepf...@comcast.net> wrote:
>
> > On 4/14/2023 4:51 PM, Gyle McCollam wrote:
> > > I have a fixed asset account for an automobile with subaccounts for the
> > purchase cost and depreciation.  I am selling this car and purchasing a
> new
> > car. How do I delete the old car from my COA without messing up the
> > financials as there have been debits and credits to the 2 subaccounts.
> The
> > parent account at this point has a zero balance as the vehicle is fully
> > depreciated.
> > >
> > You don't delete it (it would indeed mess up all those transactions)
> >
> > It's no longer needed, balance is zero, just HIDE it. Do note that if
> > you dispose of this fully depreciated asset for a gain, you will have a
> > capital gain to record that transaction << but that wouldn't involve
> > this 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
> > -
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
> >
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> gnucash-user@gnucash.org
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>


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rlo...@gmail.com
Micah 6:8
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Re: [GNC] Deleting an account

[R Losey]

This was helpful; I didn't even know that there was an option to hide an
account

But how does one un-hide an account? (say a question arises about something
in that account from the past?)

On Fri, Apr 14, 2023 at 6:17 PM Gyle McCollam  wrote:

> Michael,
> Thank you, I forgot about hiding accounts.  I'm aware there will be a
> capital gain, but since it is personal finance, it is not taxable, just as
> the depreciation was not deductible.  I just like to write off assets that
> go down in value over time.
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccol...@live.com<mailto:gmccol...@gyleshomes.com>   email
>
> 
> From: gnucash-user  on
> behalf of Michael or Penny Novack 
> Sent: Friday, April 14, 2023 6:31 PM
> To: gnucash-user@gnucash.org 
> Subject: Re: [GNC] Deleting an account
>
> On 4/14/2023 4:51 PM, Gyle McCollam wrote:
> > I have a fixed asset account for an automobile with subaccounts for the
> purchase cost and depreciation.  I am selling this car and purchasing a new
> car. How do I delete the old car from my COA without messing up the
> financials as there have been debits and credits to the 2 subaccounts.  The
> parent account at this point has a zero balance as the vehicle is fully
> depreciated.
> >
> You don't delete it (it would indeed mess up all those transactions)
>
> It's no longer needed, balance is zero, just HIDE it. Do note that if
> you dispose of this fully depreciated asset for a gain, you will have a
> capital gain to record that transaction << but that wouldn't involve
> this 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
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> Please remember to CC this list on all your replies.
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rlo...@gmail.com
Micah 6:8
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Re: [GNC] Deleting an account

[G R Hewitt]

I agree with Michael on this, deleting accounts has a knock on effect that
isn't always apparent.
In one firm I worked for, the GM took it upon himself to delete a load of
customer accounts that were at zero when I was away.
This was Sage Line 50, it totally screwed the accounts but was not apparent
at the time.
Deleting the accounts is akin to tearing the pages out of a journal; best
to 'hide' them as suggested.


On Fri, 14 Apr 2023 at 23:32, Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:

> On 4/14/2023 4:51 PM, Gyle McCollam wrote:
> > I have a fixed asset account for an automobile with subaccounts for the
> purchase cost and depreciation.  I am selling this car and purchasing a new
> car. How do I delete the old car from my COA without messing up the
> financials as there have been debits and credits to the 2 subaccounts.  The
> parent account at this point has a zero balance as the vehicle is fully
> depreciated.
> >
> You don't delete it (it would indeed mess up all those transactions)
>
> It's no longer needed, balance is zero, just HIDE it. Do note that if
> you dispose of this fully depreciated asset for a gain, you will have a
> capital gain to record that transaction << but that wouldn't involve
> this 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
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Re: [GNC] Deleting an account

[Gyle McCollam]

Michael,
Thank you, I forgot about hiding accounts.  I'm aware there will be a capital 
gain, but since it is personal finance, it is not taxable, just as the 
depreciation was not deductible.  I just like to write off assets that go down 
in value over time.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com<mailto:gmccol...@gyleshomes.com>   email


From: gnucash-user  on 
behalf of Michael or Penny Novack 
Sent: Friday, April 14, 2023 6:31 PM
To: gnucash-user@gnucash.org 
Subject: Re: [GNC] Deleting an account

On 4/14/2023 4:51 PM, Gyle McCollam wrote:
> I have a fixed asset account for an automobile with subaccounts for the 
> purchase cost and depreciation.  I am selling this car and purchasing a new 
> car. How do I delete the old car from my COA without messing up the 
> financials as there have been debits and credits to the 2 subaccounts.  The 
> parent account at this point has a zero balance as the vehicle is fully 
> depreciated.
>
You don't delete it (it would indeed mess up all those transactions)

It's no longer needed, balance is zero, just HIDE it. Do note that if
you dispose of this fully depreciated asset for a gain, you will have a
capital gain to record that transaction << but that wouldn't involve
this account >>


Michael D Novack


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Re: [GNC] Deleting an account

[Michael or Penny Novack]

On 4/14/2023 4:51 PM, Gyle McCollam wrote:

I have a fixed asset account for an automobile with subaccounts for the 
purchase cost and depreciation.  I am selling this car and purchasing a new 
car. How do I delete the old car from my COA without messing up the financials 
as there have been debits and credits to the 2 subaccounts.  The parent account 
at this point has a zero balance as the vehicle is fully depreciated.


You don't delete it (it would indeed mess up all those transactions)

It's no longer needed, balance is zero, just HIDE it. Do note that if 
you dispose of this fully depreciated asset for a gain, you will have a 
capital gain to record that transaction << but that wouldn't involve 
this account >>



Michael D Novack


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Re: [GNC] Deleting an account

[Adrien Monteleone]

Gyle,

File it as an RFE (Request for Enhancement) on Bugzilla. (see the 
Gnucash wiki for more info)


That way, the suggestion is documented and progress can be tracked 
when/if it is taken up.


Regards,
Adrien

On 5/20/22 8:09 PM, Gyle McCollam wrote:


The change I suggested still is a better way to handle scheduled transactions 
as it applies to all account deletions, especially if you are deleting the 
referred to account.


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Re: [GNC] Deleting an account

[Gyle McCollam]

I now realize that I could have changed the level of Bank Name:Checking, which 
is the account all the Scheduled Transaction referred to, moved all the 
transactions from Bank Name:Special Checking to Bank Name:Checking when I 
deleted that account, and then deleted the no longer needed Parent.  Finally, I 
could change the name of Bank Name:Checking to just Bank Name and I wouldn't 
have to deal with the Scheduled Transactions at all.  However, I didn't think 
about the Scheduled Transactions until I had already deleted the account they 
referred to.  In fact, if the system hadn't alerted me to the effect on the 
scheduled transactions, I never would have thought about them at all.

The change I suggested still is a better way to handle scheduled transactions 
as it applies to all account deletions, especially if you are deleting the 
referred to account.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email


From: Gyle McCollam 
Sent: Friday, May 20, 2022 8:14 PM
To: gnucash-user@gnucash.org 
Subject: Re: Deleting an account

Actually, I should have said that is exactly what I DID. I was trying to point 
out that the handling of the ST could be handled a little different, hopefully, 
better.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email


From: gnucash-user  on 
behalf of Gyle McCollam 
Sent: Friday, May 20, 2022 4:07 PM
To: gnucash-user@gnucash.org 
Subject: [GNC] Deleting an account

I had a Parent Account:  Bank Name, with Subaccounts  Bank Name:Checking,  and 
Bank Name:Special Checking.  I wanted to eliminate the subaccounts and end up 
with only the Parent account.


  1.  I changed the Parent account Bank Name from a placeholder account to a 
regular account.
  2.  I deleted Bank Name: Checking and moved all the transactions to Bank 
Name.  A dialogue box explained what I was about to do and asked if I sure I 
want ed to do this.  It gave me the choices of "Cancel" and "Delete".  That was 
slightly confusing, it would have been better if it was "No" and "Yes", even 
"No/ Cancel" and "Yes/Delete" would be more clear.
  3.  There were "Scheduled Transactions" (ST), involving the subaccount.  It 
displayed the 10 ST and asked if I wanted to edit them.  I thought this was a 
REALLY GREAT feature and was thankful that it checked ST to see if they were 
affected.  However, I would be even better if it had substituted the account 
the transactions were moved to for the account that was deleted instead of just 
removing the deleted account (it leaves the associated split, which is also 
great).  That way the account could just be accepted without editing or edited 
only if need be.

This software is great and it does more than I need.  I hope this suggestion is 
heard as that and not a complaint, because it is not a complaint.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email
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Re: [GNC] Deleting an account

[Gyle McCollam]

Actually, I should have said that is exactly what I DID. I was trying to point 
out that the handling of the ST could be handled a little different, hopefully, 
better.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email


From: gnucash-user  on 
behalf of Gyle McCollam 
Sent: Friday, May 20, 2022 4:07 PM
To: gnucash-user@gnucash.org 
Subject: [GNC] Deleting an account

I had a Parent Account:  Bank Name, with Subaccounts  Bank Name:Checking,  and 
Bank Name:Special Checking.  I wanted to eliminate the subaccounts and end up 
with only the Parent account.


  1.  I changed the Parent account Bank Name from a placeholder account to a 
regular account.
  2.  I deleted Bank Name: Checking and moved all the transactions to Bank 
Name.  A dialogue box explained what I was about to do and asked if I sure I 
want ed to do this.  It gave me the choices of "Cancel" and "Delete".  That was 
slightly confusing, it would have been better if it was "No" and "Yes", even 
"No/ Cancel" and "Yes/Delete" would be more clear.
  3.  There were "Scheduled Transactions" (ST), involving the subaccount.  It 
displayed the 10 ST and asked if I wanted to edit them.  I thought this was a 
REALLY GREAT feature and was thankful that it checked ST to see if they were 
affected.  However, I would be even better if it had substituted the account 
the transactions were moved to for the account that was deleted instead of just 
removing the deleted account (it leaves the associated split, which is also 
great).  That way the account could just be accepted without editing or edited 
only if need be.

This software is great and it does more than I need.  I hope this suggestion is 
heard as that and not a complaint, because it is not a complaint.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email
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Re: [GNC] Deleting an account

[Gyle McCollam]

Victor was correct, that is exactly what I was trying to do.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email


From: gnucash-user  on 
behalf of Gyle McCollam 
Sent: Friday, May 20, 2022 4:07 PM
To: gnucash-user@gnucash.org 
Subject: [GNC] Deleting an account

I had a Parent Account:  Bank Name, with Subaccounts  Bank Name:Checking,  and 
Bank Name:Special Checking.  I wanted to eliminate the subaccounts and end up 
with only the Parent account.


  1.  I changed the Parent account Bank Name from a placeholder account to a 
regular account.
  2.  I deleted Bank Name: Checking and moved all the transactions to Bank 
Name.  A dialogue box explained what I was about to do and asked if I sure I 
want ed to do this.  It gave me the choices of "Cancel" and "Delete".  That was 
slightly confusing, it would have been better if it was "No" and "Yes", even 
"No/ Cancel" and "Yes/Delete" would be more clear.
  3.  There were "Scheduled Transactions" (ST), involving the subaccount.  It 
displayed the 10 ST and asked if I wanted to edit them.  I thought this was a 
REALLY GREAT feature and was thankful that it checked ST to see if they were 
affected.  However, I would be even better if it had substituted the account 
the transactions were moved to for the account that was deleted instead of just 
removing the deleted account (it leaves the associated split, which is also 
great).  That way the account could just be accepted without editing or edited 
only if need be.

This software is great and it does more than I need.  I hope this suggestion is 
heard as that and not a complaint, because it is not a complaint.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email
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Re: [GNC] Deleting an account

[R. Victor Klassen]

I think the OP did, very clearly, describe in words what they wanted.  To whit, 
to combine the transactions held in the two children accounts into the parent 
account and remove those two sub-accounts.  They achieved this, and noticed 
that there could be some improvement to the workflow, in particular, handling 
of scheduled transactions involving an account being deleted with its 
transactions going to a known target account.

> On May 20, 2022, at 5:42 PM, Michael or Penny Novack 
>  wrote:
> 
> On 5/20/2022 4:07 PM, Gyle McCollam wrote:
>> I had a Parent Account:  Bank Name, with Subaccounts  Bank Name:Checking,  
>> and Bank Name:Special Checking.  I wanted to eliminate the subaccounts and 
>> end up with only the Parent account.
>> 
>> 
>>   1.  I changed the Parent account Bank Name from a placeholder account to a 
>> regular account.
>>   2.  I deleted Bank Name: Checking and moved all the transactions to Bank 
>> Name.  A dialogue box explained what I was about to do and asked if I sure I 
>> want ed to do this.  It gave me the choices of "Cancel" and "Delete".  That 
>> was slightly confusing, it would have been better if it was "No" and "Yes", 
>> even "No/ Cancel" and "Yes/Delete" would be more clear.
>>   3.  There were "Scheduled Transactions" (ST), involving the subaccount.  
>> It displayed the 10 ST and asked if I wanted to edit them.  I thought this 
>> was a REALLY GREAT feature and was thankful that it checked ST to see if 
>> they were affected.  However, I would be even better if it had substituted 
>> the account the transactions were moved to for the account that was deleted 
>> instead of just removing the deleted account (it leaves the associated 
>> split, which is also great).  That way the account could just be accepted 
>> without editing or edited only if need be.
> 
> 
> Describe in words, WHAT were you trying to do? You had two accounts at the 
> bank, "regular checking" and "special checking" and in gnucash you had 
> accounts for these these as children of a parent "bank name". How did you 
> want to end up? << was "special checking" to be a child of "regular checking" 
> or a sibling? >> Is that description correct for what you were trying to 
> accomplish?
> 
> In NEITHER case would you have to delete an account that had transactions in 
> it (and scheduled transactions, to boot) << the parent "bank name" was a 
> placeholder >> You simply alter the parent specifications of "regular 
> checking" and "special checking" so that "bank name" is no longer their 
> parent, delete the ex-parent "bank name", rename "regular checking" to "bank 
> name", and if you want "special checking" to be a child instead of a sibling, 
> specify its parent to be whatever name you have for that regular checking 
> account.
> 
> A useful hint for everybody. Sometimes you want an account to end up with an 
> account name still in use (at the moment, you are in the middle of 
> restructuring your CoA). Don't stop thinking you need to do things in s 
> special order. Just do the rename to a temporary name (like "qqq'"; you know 
> THAT name is not in use) and then later in the process when the name you 
> wanted to end up is available, you rename "qqq" to what you wanted to to be. 
> << this advice of course is not just about gnucash; more generally useful 
> when doing a sequence of renames >>
> 
> Michael D Novack
> 
> 
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Re: [GNC] Deleting an account

[Michael or Penny Novack]

On 5/20/2022 4:07 PM, Gyle McCollam wrote:

I had a Parent Account:  Bank Name, with Subaccounts  Bank Name:Checking,  and 
Bank Name:Special Checking.  I wanted to eliminate the subaccounts and end up 
with only the Parent account.


   1.  I changed the Parent account Bank Name from a placeholder account to a 
regular account.
   2.  I deleted Bank Name: Checking and moved all the transactions to Bank Name.  A dialogue box explained what I was about to do and 
asked if I sure I want ed to do this.  It gave me the choices of "Cancel" and "Delete".  That was slightly confusing, 
it would have been better if it was "No" and "Yes", even "No/ Cancel" and "Yes/Delete" would be 
more clear.
   3.  There were "Scheduled Transactions" (ST), involving the subaccount.  It 
displayed the 10 ST and asked if I wanted to edit them.  I thought this was a REALLY 
GREAT feature and was thankful that it checked ST to see if they were affected.  However, 
I would be even better if it had substituted the account the transactions were moved to 
for the account that was deleted instead of just removing the deleted account (it leaves 
the associated split, which is also great).  That way the account could just be accepted 
without editing or edited only if need be.



Describe in words, WHAT were you trying to do? You had two accounts at 
the bank, "regular checking" and "special checking" and in gnucash you 
had accounts for these these as children of a parent "bank name". How 
did you want to end up? << was "special checking" to be a child of 
"regular checking" or a sibling? >> Is that description correct for what 
you were trying to accomplish?


In NEITHER case would you have to delete an account that had 
transactions in it (and scheduled transactions, to boot) << the parent 
"bank name" was a placeholder >> You simply alter the parent 
specifications of "regular checking" and "special checking" so that 
"bank name" is no longer their parent, delete the ex-parent "bank name", 
rename "regular checking" to "bank name", and if you want "special 
checking" to be a child instead of a sibling, specify its parent to be 
whatever name you have for that regular checking account.


A useful hint for everybody. Sometimes you want an account to end up 
with an account name still in use (at the moment, you are in the middle 
of restructuring your CoA). Don't stop thinking you need to do things in 
s special order. Just do the rename to a temporary name (like "qqq'"; 
you know THAT name is not in use) and then later in the process when the 
name you wanted to end up is available, you rename "qqq" to what you 
wanted to to be. << this advice of course is not just about gnucash; 
more generally useful when doing a sequence of renames >>


Michael D Novack


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