Re: [GNC] How to reorganize the account tree
There are some standard numbering schemes out there online, but of course, the user can employ whatever scheme they want. Regards, Adrien On 6/13/22 9:43 AM, Stan Brown wrote: On 2022-06-13 07:31, Gyle McCollam wrote: As someone suggested, you could assign account codes and sort on them. I would use at least a four digit number, so you have room to add accounts in between in the future. I would suggest 1000s for assets, 2000s for liabilities, 3000s for income, and 4000s for expense. I'm curious: why not 1000s for assets, 2000s for liabilities, 3000s for net worth (equities), 4000s for income, and 5000s for expense? ___ 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] How to reorganize the account tree
On Tue, 14 Jun 2022 at 15:07, Christopher Lam wrote: > Some users have intuitively suggested using Account Codes, which is the > right answer: the default sorting within the account tree has *always*[1] > prioritised account codes over other fields e.g. account type and name. > However there was an undocumented base-36 sort[2] which was removed without > fanfare a few years ago, causing unexpected sorting. > ^ clarification of unexpected sorting caused by base-36 sort: https://bugs.gnucash.org/show_bug.cgi?id=797573#c6 ___ 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] How to reorganize the account tree
Some users have intuitively suggested using Account Codes, which is the right answer: the default sorting within the account tree has *always*[1] prioritised account codes over other fields e.g. account type and name. However there was an undocumented base-36 sort[2] which was removed without fanfare a few years ago, causing unexpected sorting. [1] current sorting of account codes https://github.com/Gnucash/gnucash/blob/65eae554bec2d360600c7ff62ac72d92665c1f59/libgnucash/engine/Account.cpp#L2362 [2] base-36 account code sorting https://github.com/Gnucash/gnucash/blob/f47b53a310d9e40020846043c31f0400a79b6308/src/engine/Account.c#L1259 results in: 0010..0019, 001A-001Z, 0020 etc. On Tue, 14 Jun 2022 at 08:45, john wrote: > Account type is a number, not a string. You can see what number goes with > what type at > https://github.com/Gnucash/gnucash/blob/65eae554bec2d360600c7ff62ac72d92665c1f59/libgnucash/engine/Account.h#L105 > . > > That shouldn't have anything to do with anything if you assign codes to > accounts, display the account code column in the Accounts tab, and click on > its header to sort by it. You can easily tell which column is used for > sorting and in which direction by the arrow icon that appears on the right > of the column's header. > > Regards, > John Ralls > > > > On Jun 13, 2022, at 12:09 PM, Gyle McCollam wrote: > > > > Alan, > > I noticed that the accounts under assets are not sorted in alpha order > when I assign account codes to the major cats, namely the Assets (1), > Liabilities (2), Equity (3), Income (4), and Expense (5). I have > determined this is due to the Asset account type being broken down into > Assets, Bank, and Cash. For some reason Cash comes before Asset, which > comes before Bank. I was thinking it was sorting on Type even though I > didn't have "Type" displayed, but having Cash before Asset types negates > that reasoning. > > > > Also, wanted to let you know that sorting this way also put the > Imbalance and Orphaned account as the first 2 entries. I have my accounts > filtered by View/Filter By.../Other and I removed all the check marks. The > accounts only display when they have a balance, which since they are at the > top of the list really makes them stand out. > > > > > > Thank You, > > Gyle McCollam > > > > Gyle McCollam > > > > 609.680.2326 Mobile > > > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > > ____________________ > > From: gnucash-user > on behalf of Alan A Holmes > > Sent: Sunday, June 12, 2022 3:12 AM > > To: ja...@comcast.net ; gnucash-user@gnucash.org < > gnucash-user@gnucash.org> > > Subject: Re: [GNC] How to reorganize the account tree > > > > As Adrien said in his reply if you sort on the Account Name column it > should > > be okay. > > > > Personally, I sort on the Hidden column which I have displayed, mainly > > because it puts the Imbalance and Orphan accounts together at the bottom > of > > the list and enables me to find errors in transactions quickly. > > What I do notice sorting this way is that within the top level accounts > > (Assets, Expenses, Income, etc.) that the 2nd and subsequent level > Accounts > > under Assets AREN'T sorted alphabetically, while those under Expenses and > > Income ARE. I have insufficient sub-accounts under Equity and > Liabilities to > > be able to say. > > > > > > Alan A Holmes > > > > -Original Message- > > From: gnucash-user > > On Behalf > Of > > ja...@comcast.net > > Sent: 11 June 2022 12:29 > > To: gnucash-user@gnucash.org > > Subject: [GNC] How to reorganize the account tree > > > > I have been using gnucash for nearly 20 years. My account lists were a > mess > > until this spring when somehow I spent a day or two reorganizing > everything > > into a new and very well organized account tree. For the life of me, I > > don't remember how I was able to do that without losing the 20 years of > data > > stored in my accounts. I would like to reorganize the order in which my > > bank accounts are listed to make them in alphabetical order but I cannot > > find a way to move the accounts in the account tree. I can go to the > parent > > account but that does not give me control to move the accounts around. > > > >Can someone tell me how to move accounts around in the > > account list. Thank you. Chin00kie > > > > ___ > > gnucash-user mailing list >
Re: [GNC] How to reorganize the account tree
Well spotted Gyle. I've never displayed the Type field, so hadn't noticed that. I've had a little play. 1. Sort on the Hidden column - Accounts in Assets are sorted by Type, in order Cash, Asset and then Bank, and then in order within those types. Imbalance and Orphan are at the bottom of CofA so easy to locate and check 2. Sort on the Type column - Accounts in Assets are sorted by Type, in order Asset, Bank and then Cash, and then in order within those types. Imbalance and Orphan are in CofA immediately after Assets so easy to locate and check. 3. Sort on the Account Name column - Accounts in Assets are in order of name. Imbalance and Orphan come in alphanumeric order, so not so easy to find and check. As I said earlier I'm not complaining, just making an observation. I sorted on the Hidden column because of where it put Imbalance and Orphan, and I can live with the order under the Assets account. Having now tried sorting on Type I also like that, because of where it puts Imbalance and Orphan. I definitely don't like sorting on Account Name, because of where it puts Imbalance and Orphan. That was really what I was trying to point out in my original post, just passing on my experience of how I sort and why, and noting that this didn't sort the Accounts everywhere. Had Michael Novack not come in asking "WHAT are you saying, exactly?" I wouldn't have continued the conversation to show what I was saying. Alan A Holmes From: Gyle McCollam Sent: 13 June 2022 20:10 To: Alan A Holmes ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree Alan, I noticed that the accounts under assets are not sorted in alpha order when I assign account codes to the major cats, namely the Assets (1), Liabilities (2), Equity (3), Income (4), and Expense (5). I have determined this is due to the Asset account type being broken down into Assets, Bank, and Cash. For some reason Cash comes before Asset, which comes before Bank. I was thinking it was sorting on Type even though I didn't have "Type" displayed, but having Cash before Asset types negates that reasoning. Also, wanted to let you know that sorting this way also put the Imbalance and Orphaned account as the first 2 entries. I have my accounts filtered by View/Filter By.../Other and I removed all the check marks. The accounts only display when they have a balance, which since they are at the top of the list really makes them stand out. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile <mailto:gmccol...@gyleshomes.com> gmccol...@live.com email _ From: gnucash-user mailto:gnucash-user-bounces+gylemc=gmail@gnucash.org> > on behalf of Alan A Holmes mailto:gnuc...@alanaholmes.me.uk> > Sent: Sunday, June 12, 2022 3:12 AM To: ja...@comcast.net <mailto:ja...@comcast.net> mailto:ja...@comcast.net> >; gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> mailto:gnucash-user@gnucash.org> > Subject: Re: [GNC] How to reorganize the account tree As Adrien said in his reply if you sort on the Account Name column it should be okay. Personally, I sort on the Hidden column which I have displayed, mainly because it puts the Imbalance and Orphan accounts together at the bottom of the list and enables me to find errors in transactions quickly. What I do notice sorting this way is that within the top level accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts under Assets AREN'T sorted alphabetically, while those under Expenses and Income ARE. I have insufficient sub-accounts under Equity and Liabilities to be able to say. Alan A Holmes -Original Message- From: gnucash-user mailto:gnucash-user-bounces+gnucash=alanaholmes.me...@gnucash.org> > On Behalf Of ja...@comcast.net <mailto:ja...@comcast.net> Sent: 11 June 2022 12:29 To: gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> Subject: [GNC] How to reorganize the account tree I have been using gnucash for nearly 20 years. My account lists were a mess until this spring when somehow I spent a day or two reorganizing everything into a new and very well organized account tree. For the life of me, I don't remember how I was able to do that without losing the 20 years of data stored in my accounts. I would like to reorganize the order in which my bank accounts are listed to make them in alphabetical order but I cannot find a way to move the accounts in the account tree. I can go to the parent account but that does not give me control to move the accounts around. Can someone tell me how to move accounts around in the account list. Thank you. Chin00kie ___ gnucash-user mailing list gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org&
Re: [GNC] How to reorganize the account tree
Account type is a number, not a string. You can see what number goes with what type at https://github.com/Gnucash/gnucash/blob/65eae554bec2d360600c7ff62ac72d92665c1f59/libgnucash/engine/Account.h#L105. That shouldn't have anything to do with anything if you assign codes to accounts, display the account code column in the Accounts tab, and click on its header to sort by it. You can easily tell which column is used for sorting and in which direction by the arrow icon that appears on the right of the column's header. Regards, John Ralls > On Jun 13, 2022, at 12:09 PM, Gyle McCollam wrote: > > Alan, > I noticed that the accounts under assets are not sorted in alpha order when I > assign account codes to the major cats, namely the Assets (1), Liabilities > (2), Equity (3), Income (4), and Expense (5). I have determined this is due > to the Asset account type being broken down into Assets, Bank, and Cash. For > some reason Cash comes before Asset, which comes before Bank. I was thinking > it was sorting on Type even though I didn't have "Type" displayed, but having > Cash before Asset types negates that reasoning. > > Also, wanted to let you know that sorting this way also put the Imbalance and > Orphaned account as the first 2 entries. I have my accounts filtered by > View/Filter By.../Other and I removed all the check marks. The accounts only > display when they have a balance, which since they are at the top of the list > really makes them stand out. > > > Thank You, > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > From: gnucash-user on > behalf of Alan A Holmes > Sent: Sunday, June 12, 2022 3:12 AM > To: ja...@comcast.net ; gnucash-user@gnucash.org > > Subject: Re: [GNC] How to reorganize the account tree > > As Adrien said in his reply if you sort on the Account Name column it should > be okay. > > Personally, I sort on the Hidden column which I have displayed, mainly > because it puts the Imbalance and Orphan accounts together at the bottom of > the list and enables me to find errors in transactions quickly. > What I do notice sorting this way is that within the top level accounts > (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts > under Assets AREN'T sorted alphabetically, while those under Expenses and > Income ARE. I have insufficient sub-accounts under Equity and Liabilities to > be able to say. > > > Alan A Holmes > > -Original Message- > From: gnucash-user > On Behalf Of > ja...@comcast.net > Sent: 11 June 2022 12:29 > To: gnucash-user@gnucash.org > Subject: [GNC] How to reorganize the account tree > > I have been using gnucash for nearly 20 years. My account lists were a mess > until this spring when somehow I spent a day or two reorganizing everything > into a new and very well organized account tree. For the life of me, I > don't remember how I was able to do that without losing the 20 years of data > stored in my accounts. I would like to reorganize the order in which my > bank accounts are listed to make them in alphabetical order but I cannot > find a way to move the accounts in the account tree. I can go to the parent > account but that does not give me control to move the accounts around. > >Can someone tell me how to move accounts around in the > account list. Thank you. Chin00kie > > ___ > 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 usi
Re: [GNC] How to reorganize the account tree
David, I used your trick to sort my accounts. Knowing that I don't need a complete hierarchy of all my accounts, but only those at the same level has made this a lot better, I have arranged my Assets in order of liquidity: Cash, Checking, Savings, CDs, etc. I had the account code as the 1st column, but that caused the indented account list to be aligned. Once I had the accounts numbered/ordered, only the ones I absolutely needed, at each level I moved the account code to the last column, which restored the indented nature of the CoA. I much prefer looking at it this way. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of David T. via gnucash-user Sent: Monday, June 13, 2022 10:46 AM To: gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree I use account codes in my file, and like it quite a bit. You can add the Code to the Chart of Accounts (CoA) page and quickly sort on it as one would with any other displayed column. I'll note that the tree aspect of the CoA means that the sorting will still be hierarchical--that is, accounts will only sort in order at the same level of hierarchy. You can take advantage of this. A little trick I've used in my (perhaps exceedingly) deep CoA is to refrain from assigning codes in certain accounts, such as for individual commodities in investment accounts. I do this because adding codes to the (often many) individual commodity accounts quickly bogs down in a portfolio with even just a few transactions per year. Instead, I use a single dummy code in the commodities (1), and a blank for the associated Cash account. This places the cash account at the top of the account listing, where I can quickly find it; all the other commodities will then sort alphabetically afterward. I find this kludge workable for my circumstances; your results may vary. David T. On 6/13/2022 10:31 AM, Gyle McCollam wrote: > Jay, > As someone suggested, you could assign account codes and sort on them. I > would use at least a four digit number, so you have room to add accounts in > between in the future. I would suggest 1000s for assets, 2000s for > liabilities, 3000s for income, and 4000s for expense. You could use the 100s > in each for subaccounts and 10s for subs within that etc. Using this > numbering scheme your accounts would line up more like your balance sheet and > income/expense report. Using this scheme, you could also list the accounts > in any order you wish, not necessarily alphabetic. You could also assign > orphan and imbalance as and 9998 to have them at the end, the same as > Alan does by sorting on hidden. > > > Thank You, > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > From: ja...@comcast.net > Sent: Monday, June 13, 2022 9:42 AM > To: 'Gyle McCollam' > Subject: RE: [GNC] How to reorganize the account tree > > I am now sorting on the account and it seems to be working well. I just > wish that there was a way to move the accounts around in the list a little > more easily. Thank you for your help > > -Original Message- > From: gnucash-user On > Behalf Of Gyle McCollam > Sent: Sunday, June 12, 2022 12:07 PM > To: Alan A Holmes ; gnucash-user@gnucash.org > Subject: Re: [GNC] How to reorganize the account tree > > Alan, > It sorts correctly in my GnuCash as well. Are you sure it is sorting on the > account column, it the only explanation I can think of? Can't tell that > from the narrow view in the attachment. I understand why the narrow view as > you don't want to display the full account names. > > > Thank You, > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > ____________ > From: gnucash-user on > behalf of Alan A Holmes > Sent: Sunday, June 12, 2022 11:52 AM > To: stepbystepf...@comcast.net ; > gnucash-user@gnucash.org > Subject: Re: [GNC] How to reorganize the account tree > > I wasn't complaining, it was just a comment. > > But see the attachment, where "G" and "P" both come before "C". And there > are no leading spaces or non-printable characters. > > > Alan A Holmes > > -Original Message- > From: gnucash-user > On Behalf Of > Michael or Penny Novack > Sent: 12 June 2022 14:52 > To: gnucash-user@gnucash.org > Subject: Re: [GNC] How to reorganize
Re: [GNC] How to reorganize the account tree
Alan, I noticed that the accounts under assets are not sorted in alpha order when I assign account codes to the major cats, namely the Assets (1), Liabilities (2), Equity (3), Income (4), and Expense (5). I have determined this is due to the Asset account type being broken down into Assets, Bank, and Cash. For some reason Cash comes before Asset, which comes before Bank. I was thinking it was sorting on Type even though I didn't have "Type" displayed, but having Cash before Asset types negates that reasoning. Also, wanted to let you know that sorting this way also put the Imbalance and Orphaned account as the first 2 entries. I have my accounts filtered by View/Filter By.../Other and I removed all the check marks. The accounts only display when they have a balance, which since they are at the top of the list really makes them stand out. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Alan A Holmes Sent: Sunday, June 12, 2022 3:12 AM To: ja...@comcast.net ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree As Adrien said in his reply if you sort on the Account Name column it should be okay. Personally, I sort on the Hidden column which I have displayed, mainly because it puts the Imbalance and Orphan accounts together at the bottom of the list and enables me to find errors in transactions quickly. What I do notice sorting this way is that within the top level accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts under Assets AREN'T sorted alphabetically, while those under Expenses and Income ARE. I have insufficient sub-accounts under Equity and Liabilities to be able to say. Alan A Holmes -Original Message- From: gnucash-user On Behalf Of ja...@comcast.net Sent: 11 June 2022 12:29 To: gnucash-user@gnucash.org Subject: [GNC] How to reorganize the account tree I have been using gnucash for nearly 20 years. My account lists were a mess until this spring when somehow I spent a day or two reorganizing everything into a new and very well organized account tree. For the life of me, I don't remember how I was able to do that without losing the 20 years of data stored in my accounts. I would like to reorganize the order in which my bank accounts are listed to make them in alphabetical order but I cannot find a way to move the accounts in the account tree. I can go to the parent account but that does not give me control to move the accounts around. Can someone tell me how to move accounts around in the account list. Thank you. Chin00kie ___ 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] How to reorganize the account tree
There's even a function somewhere in the menus to assign codes automatically. Can't recall where it is, or how well it works. ISTR it behaved rather well. On Jun 13, 2022, 10:52, at 10:52, Stan Brown wrote: > >On 2022-06-13 07:31, Gyle McCollam wrote: >> As someone suggested, you could assign account codes and sort on >them. I would use at least a four digit number, so you have room to >add accounts in between in the future. I would suggest 1000s for >assets, 2000s for liabilities, 3000s for income, and 4000s for expense. > > >My old accounting system had three-digit account codes, which I used >when I created my GnuCash chart of accounts. As time went by and I had >to add more accounts, I ended up using decimals. They sot as I >expected, >but it's ugly that most accounts have NNN codes yet some have NNN.N >codes. > >Gyle's suggestion of four-digit codes makes sense to me, in hindsight. >I >almost wrote "if I had it to do over again, I'd use four-digit account >codes." But of course it's possible to change an account code at any >time, so I think I'm off to renumber my accounts now. :-) > >-- >Stan Brown >Tehachapi, CA, USA >https://BrownMath.com >___ >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] How to reorganize the account tree
On 2022-06-13 07:46, David T. via gnucash-user wrote: > I use account codes in my file, and like it quite a bit. You can add > the Code to the Chart of Accounts (CoA) page and quickly sort on it as > one would with any other displayed column. I'll note that the tree > aspect of the CoA means that the sorting will still be > hierarchical--that is, accounts will only sort in order at the same > level of hierarchy. For historical reasons I use 8NN for accounts receivable subaccounts and 9NN for accounts payable subaccounts. They are under main accounts Assets:Accounts Receivable and Liabilities:Accounts Payable. I have found, as David T says, that GV sorts the 8NN and 9NN subaccounts under their respective main accounts, just as I wanted. -- Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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] How to reorganize the account tree
On 2022-06-13 07:31, Gyle McCollam wrote: > As someone suggested, you could assign account codes and sort on them. I > would use at least a four digit number, so you have room to add accounts in > between in the future. I would suggest 1000s for assets, 2000s for > liabilities, 3000s for income, and 4000s for expense. My old accounting system had three-digit account codes, which I used when I created my GnuCash chart of accounts. As time went by and I had to add more accounts, I ended up using decimals. They sot as I expected, but it's ugly that most accounts have NNN codes yet some have NNN.N codes. Gyle's suggestion of four-digit codes makes sense to me, in hindsight. I almost wrote "if I had it to do over again, I'd use four-digit account codes." But of course it's possible to change an account code at any time, so I think I'm off to renumber my accounts now. :-) -- Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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] How to reorganize the account tree
I use account codes in my file, and like it quite a bit. You can add the Code to the Chart of Accounts (CoA) page and quickly sort on it as one would with any other displayed column. I'll note that the tree aspect of the CoA means that the sorting will still be hierarchical--that is, accounts will only sort in order at the same level of hierarchy. You can take advantage of this. A little trick I've used in my (perhaps exceedingly) deep CoA is to refrain from assigning codes in certain accounts, such as for individual commodities in investment accounts. I do this because adding codes to the (often many) individual commodity accounts quickly bogs down in a portfolio with even just a few transactions per year. Instead, I use a single dummy code in the commodities (1), and a blank for the associated Cash account. This places the cash account at the top of the account listing, where I can quickly find it; all the other commodities will then sort alphabetically afterward. I find this kludge workable for my circumstances; your results may vary. David T. On 6/13/2022 10:31 AM, Gyle McCollam wrote: Jay, As someone suggested, you could assign account codes and sort on them. I would use at least a four digit number, so you have room to add accounts in between in the future. I would suggest 1000s for assets, 2000s for liabilities, 3000s for income, and 4000s for expense. You could use the 100s in each for subaccounts and 10s for subs within that etc. Using this numbering scheme your accounts would line up more like your balance sheet and income/expense report. Using this scheme, you could also list the accounts in any order you wish, not necessarily alphabetic. You could also assign orphan and imbalance as and 9998 to have them at the end, the same as Alan does by sorting on hidden. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: ja...@comcast.net Sent: Monday, June 13, 2022 9:42 AM To: 'Gyle McCollam' Subject: RE: [GNC] How to reorganize the account tree I am now sorting on the account and it seems to be working well. I just wish that there was a way to move the accounts around in the list a little more easily. Thank you for your help -Original Message- From: gnucash-user On Behalf Of Gyle McCollam Sent: Sunday, June 12, 2022 12:07 PM To: Alan A Holmes ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree Alan, It sorts correctly in my GnuCash as well. Are you sure it is sorting on the account column, it the only explanation I can think of? Can't tell that from the narrow view in the attachment. I understand why the narrow view as you don't want to display the full account names. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Alan A Holmes Sent: Sunday, June 12, 2022 11:52 AM To: stepbystepf...@comcast.net ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree I wasn't complaining, it was just a comment. But see the attachment, where "G" and "P" both come before "C". And there are no leading spaces or non-printable characters. Alan A Holmes -Original Message- From: gnucash-user On Behalf Of Michael or Penny Novack Sent: 12 June 2022 14:52 To: gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree What I do notice sorting this way is that within the top level accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts under Assets AREN'T sorted alphabetically, while those under Expenses and Income ARE. I have insufficient sub-accounts under Equity and Liabilities to be able to say. WHAT are you saying, exactly? The CoA is a TREE structure. The accounts at the same level of the tree should be sorted in alpha-meric order. The sibling accounts (children of the same parent account) should also be sorted that way AMONG THEMSELVES (but not sorted that way with respect to children of different parents) You aren't seeing the ultimate top level parent (aka "root") but "top level" accounts like "asset", "liability", "equity", "income", "expense", "Imbalance" are its children and so appear in sorted order. In other words, they are siblings at the highest level. 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://w
Re: [GNC] How to reorganize the account tree
On 2022-06-13 07:31, Gyle McCollam wrote: > As someone suggested, you could assign account codes and sort on them. I > would use at least a four digit number, so you have room to add accounts in > between in the future. I would suggest 1000s for assets, 2000s for > liabilities, 3000s for income, and 4000s for expense. I'm curious: why not 1000s for assets, 2000s for liabilities, 3000s for net worth (equities), 4000s for income, and 5000s for expense? -- Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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] How to reorganize the account tree
Jay, As someone suggested, you could assign account codes and sort on them. I would use at least a four digit number, so you have room to add accounts in between in the future. I would suggest 1000s for assets, 2000s for liabilities, 3000s for income, and 4000s for expense. You could use the 100s in each for subaccounts and 10s for subs within that etc. Using this numbering scheme your accounts would line up more like your balance sheet and income/expense report. Using this scheme, you could also list the accounts in any order you wish, not necessarily alphabetic. You could also assign orphan and imbalance as and 9998 to have them at the end, the same as Alan does by sorting on hidden. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: ja...@comcast.net Sent: Monday, June 13, 2022 9:42 AM To: 'Gyle McCollam' Subject: RE: [GNC] How to reorganize the account tree I am now sorting on the account and it seems to be working well. I just wish that there was a way to move the accounts around in the list a little more easily. Thank you for your help -Original Message- From: gnucash-user On Behalf Of Gyle McCollam Sent: Sunday, June 12, 2022 12:07 PM To: Alan A Holmes ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree Alan, It sorts correctly in my GnuCash as well. Are you sure it is sorting on the account column, it the only explanation I can think of? Can't tell that from the narrow view in the attachment. I understand why the narrow view as you don't want to display the full account names. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Alan A Holmes Sent: Sunday, June 12, 2022 11:52 AM To: stepbystepf...@comcast.net ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree I wasn't complaining, it was just a comment. But see the attachment, where "G" and "P" both come before "C". And there are no leading spaces or non-printable characters. Alan A Holmes -Original Message- From: gnucash-user On Behalf Of Michael or Penny Novack Sent: 12 June 2022 14:52 To: gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree > What I do notice sorting this way is that within the top level > accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent > level Accounts under Assets AREN'T sorted alphabetically, while those > under Expenses and Income ARE. I have insufficient sub-accounts under > Equity and Liabilities to be able to say. WHAT are you saying, exactly? The CoA is a TREE structure. The accounts at the same level of the tree should be sorted in alpha-meric order. The sibling accounts (children of the same parent account) should also be sorted that way AMONG THEMSELVES (but not sorted that way with respect to children of different parents) You aren't seeing the ultimate top level parent (aka "root") but "top level" accounts like "asset", "liability", "equity", "income", "expense", "Imbalance" are its children and so appear in sorted order. In other words, they are siblings at the highest level. 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. ___ 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] How to reorganize the account tree
Gyle, As per my 1st reply << Personally, I sort on the Hidden column which I have displayed, mainly because it puts the Imbalance and Orphan accounts together at the bottom of the list and enables me to find errors in transactions quickly. What I do notice sorting this way is that within the top level accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts under Assets AREN'T sorted alphabetically, while those under Expenses and Income ARE. I have insufficient sub-accounts under Equity and Liabilities to be able to say.>> Alan A Holmes From: Gyle McCollam Sent: 12 June 2022 17:07 To: Alan A Holmes ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree Alan, It sorts correctly in my GnuCash as well. Are you sure it is sorting on the account column, it the only explanation I can think of? Can't tell that from the narrow view in the attachment. I understand why the narrow view as you don't want to display the full account names. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile <mailto:gmccol...@gyleshomes.com> gmccol...@live.com email _ From: gnucash-user mailto:gnucash-user-bounces+gylemc=gmail@gnucash.org> > on behalf of Alan A Holmes mailto:gnuc...@alanaholmes.me.uk> > Sent: Sunday, June 12, 2022 11:52 AM To: stepbystepf...@comcast.net <mailto:stepbystepf...@comcast.net> mailto:stepbystepf...@comcast.net> >; gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> mailto:gnucash-user@gnucash.org> > Subject: Re: [GNC] How to reorganize the account tree I wasn't complaining, it was just a comment. But see the attachment, where "G" and "P" both come before "C". And there are no leading spaces or non-printable characters. Alan A Holmes -Original Message- From: gnucash-user mailto:gnucash-user-bounces+gnucash=alanaholmes.me...@gnucash.org> > On Behalf Of Michael or Penny Novack Sent: 12 June 2022 14:52 To: gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> Subject: Re: [GNC] How to reorganize the account tree > What I do notice sorting this way is that within the top level > accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent > level Accounts under Assets AREN'T sorted alphabetically, while those > under Expenses and Income ARE. I have insufficient sub-accounts under > Equity and Liabilities to be able to say. WHAT are you saying, exactly? The CoA is a TREE structure. The accounts at the same level of the tree should be sorted in alpha-meric order. The sibling accounts (children of the same parent account) should also be sorted that way AMONG THEMSELVES (but not sorted that way with respect to children of different parents) You aren't seeing the ultimate top level parent (aka "root") but "top level" accounts like "asset", "liability", "equity", "income", "expense", "Imbalance" are its children and so appear in sorted order. In other words, they are siblings at the highest level. Michael D Novack ___ gnucash-user mailing list gnucash-user@gnucash.org <mailto: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] How to reorganize the account tree
Alan, It sorts correctly in my GnuCash as well. Are you sure it is sorting on the account column, it the only explanation I can think of? Can't tell that from the narrow view in the attachment. I understand why the narrow view as you don't want to display the full account names. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Alan A Holmes Sent: Sunday, June 12, 2022 11:52 AM To: stepbystepf...@comcast.net ; gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree I wasn't complaining, it was just a comment. But see the attachment, where "G" and "P" both come before "C". And there are no leading spaces or non-printable characters. Alan A Holmes -Original Message- From: gnucash-user On Behalf Of Michael or Penny Novack Sent: 12 June 2022 14:52 To: gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree > What I do notice sorting this way is that within the top level > accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent > level Accounts under Assets AREN'T sorted alphabetically, while those > under Expenses and Income ARE. I have insufficient sub-accounts under > Equity and Liabilities to be able to say. WHAT are you saying, exactly? The CoA is a TREE structure. The accounts at the same level of the tree should be sorted in alpha-meric order. The sibling accounts (children of the same parent account) should also be sorted that way AMONG THEMSELVES (but not sorted that way with respect to children of different parents) You aren't seeing the ultimate top level parent (aka "root") but "top level" accounts like "asset", "liability", "equity", "income", "expense", "Imbalance" are its children and so appear in sorted order. In other words, they are siblings at the highest level. 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] How to reorganize the account tree
I wasn't complaining, it was just a comment. But see the attachment, where "G" and "P" both come before "C". And there are no leading spaces or non-printable characters. Alan A Holmes -Original Message- From: gnucash-user On Behalf Of Michael or Penny Novack Sent: 12 June 2022 14:52 To: gnucash-user@gnucash.org Subject: Re: [GNC] How to reorganize the account tree > What I do notice sorting this way is that within the top level > accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent > level Accounts under Assets AREN'T sorted alphabetically, while those > under Expenses and Income ARE. I have insufficient sub-accounts under > Equity and Liabilities to be able to say. WHAT are you saying, exactly? The CoA is a TREE structure. The accounts at the same level of the tree should be sorted in alpha-meric order. The sibling accounts (children of the same parent account) should also be sorted that way AMONG THEMSELVES (but not sorted that way with respect to children of different parents) You aren't seeing the ultimate top level parent (aka "root") but "top level" accounts like "asset", "liability", "equity", "income", "expense", "Imbalance" are its children and so appear in sorted order. In other words, they are siblings at the highest level. 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] How to reorganize the account tree
Note, I seem to vaguely recall a case where GnuCash is smart enough and helpful enough to swap the columns for you when changing account types, but I don't recall if this is when you simply edit, or if you delete the account and choose to move the transactions to an account of a different type. Regards, Adrien On 6/12/22 10:30 AM, Adrien Monteleone wrote: Note that while you can move accounts to different main parts of the tree (such as moving an asset to a liability) you should also edit the account type (bottom-left pane of the account window) and if you have transactions in it, you'll possibly need to swap the columns containing amounts for *all* transactions. In this case, I'd advise using View > Transaction Journal so you can always see all splits. Then work your way through each transaction moving the amounts from the left to the right and vice versa. That is easy to do by simply adding a minus sign in front of an amount. GnuCash will swap it for you. ___ 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] How to reorganize the account tree
Please remember to use 'reply-to-list' or 'reply-all' so the discussion stays on the list. Others may benefit, and others may be able to help out too. As to your question, I'm guessing you want to move some accounts within the tree. Simply select the desired account (don't open its register) click the Edit button on the toolbar. (or right-click, then choose 'edit') Finally, simply select the new parent account in the bottom-right pane of the edit window and click 'OK'. The account has now moved to be a child of the new parent account. Note that while you can move accounts to different main parts of the tree (such as moving an asset to a liability) you should also edit the account type (bottom-left pane of the account window) and if you have transactions in it, you'll possibly need to swap the columns containing amounts for *all* transactions. In this case, I'd advise using View > Transaction Journal so you can always see all splits. Then work your way through each transaction moving the amounts from the left to the right and vice versa. That is easy to do by simply adding a minus sign in front of an amount. GnuCash will swap it for you. Regards, Adrien On 6/11/22 1:58 PM, ja...@comcast.net wrote: Thank you Adrian, That has helped me get the accounts in order. Is there a way to move accounts. Like a copy/paste process or is that not allowed? You are a lifesaver! ___ 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] How to reorganize the account tree
Alan, All of my accounts *at each level* are sorted properly *amongst themselves* in all parts of the tree. Maybe double check that you don't have an errant space before some names? Regards, Adrien On 6/12/22 2:12 AM, Alan A Holmes wrote: As Adrien said in his reply if you sort on the Account Name column it should be okay. Personally, I sort on the Hidden column which I have displayed, mainly because it puts the Imbalance and Orphan accounts together at the bottom of the list and enables me to find errors in transactions quickly. What I do notice sorting this way is that within the top level accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts under Assets AREN'T sorted alphabetically, while those under Expenses and Income ARE. I have insufficient sub-accounts under Equity and Liabilities to be able to say. ___ 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] How to reorganize the account tree
What I do notice sorting this way is that within the top level accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts under Assets AREN'T sorted alphabetically, while those under Expenses and Income ARE. I have insufficient sub-accounts under Equity and Liabilities to be able to say. WHAT are you saying, exactly? The CoA is a TREE structure. The accounts at the same level of the tree should be sorted in alpha-meric order. The sibling accounts (children of the same parent account) should also be sorted that way AMONG THEMSELVES (but not sorted that way with respect to children of different parents) You aren't seeing the ultimate top level parent (aka "root") but "top level" accounts like "asset", "liability", "equity", "income", "expense", "Imbalance" are its children and so appear in sorted order. In other words, they are siblings at the highest level. 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] How to reorganize the account tree
As Adrien said in his reply if you sort on the Account Name column it should be okay. Personally, I sort on the Hidden column which I have displayed, mainly because it puts the Imbalance and Orphan accounts together at the bottom of the list and enables me to find errors in transactions quickly. What I do notice sorting this way is that within the top level accounts (Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts under Assets AREN'T sorted alphabetically, while those under Expenses and Income ARE. I have insufficient sub-accounts under Equity and Liabilities to be able to say. Alan A Holmes -Original Message- From: gnucash-user On Behalf Of ja...@comcast.net Sent: 11 June 2022 12:29 To: gnucash-user@gnucash.org Subject: [GNC] How to reorganize the account tree I have been using gnucash for nearly 20 years. My account lists were a mess until this spring when somehow I spent a day or two reorganizing everything into a new and very well organized account tree. For the life of me, I don't remember how I was able to do that without losing the 20 years of data stored in my accounts. I would like to reorganize the order in which my bank accounts are listed to make them in alphabetical order but I cannot find a way to move the accounts in the account tree. I can go to the parent account but that does not give me control to move the accounts around. Can someone tell me how to move accounts around in the account list. Thank you. Chin00kie ___ 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] How to reorganize the account tree
> On 6/11/22 6:29 AM, ja...@comcast.net wrote: >> I would like to reorganize the order in which my bank accounts are >> listed to make them in alphabetical order but I cannot find a way >> to move the accounts in the account tree. I can go to the parent >> account but that does not give me control to move the accounts >> around. If you really want to sort by account name, in the Accounts panel click on the "Account Name" header column header and notice the direction arrow at the right of that header. You want it to be pointing up, to sort in normal (increasing A to Z) order. Personally, I find it easier to use the Account Code column. Giving accounts numeric codes and then sorting in ascending order on that field, when I add an account I find it easier to place that account in just the position I want. Also, GC accepts an account name or an account code when entering a transaction, which simplifies data entry. -- Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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] How to reorganize the account tree
On the accounts tab there is a header with one of the headings having a down or up arrow in it. Use these to sort the tree. You might be sorted by something other than Account Name. Otherwise, they should default to an alpha sort unless you've prepended names with account numbers. (rather than putting the numbers in their own field) Regards, Adrien On 6/11/22 6:29 AM, ja...@comcast.net wrote: I have been using gnucash for nearly 20 years. My account lists were a mess until this spring when somehow I spent a day or two reorganizing everything into a new and very well organized account tree. For the life of me, I don't remember how I was able to do that without losing the 20 years of data stored in my accounts. I would like to reorganize the order in which my bank accounts are listed to make them in alphabetical order but I cannot find a way to move the accounts in the account tree. I can go to the parent account but that does not give me control to move the accounts around. Can someone tell me how to move accounts around in the account list. Thank you. Chin00kie ___ 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.
