Re: [GNC] Order of accounts, auto numbering transactions.

[Gyle McCollam]

Sorry Stan, I never received your question to my response.  I have version 
4.11.  I only saw David's response about version 2.6.19 not working the same.



Sent from Samsung Galaxy smartphone.



 Original message 
From: Stan Brown 
Date: 8/9/22 9:54 PM (GMT-05:00)
To: David Carlson 
Cc: Gyle McCollam , gnucash-user@gnucash.org
Subject: Re: [GNC] Order of accounts, auto numbering transactions.

Actually there's a preference setting so that I need type only a few
characters of the account name, ignoring higher levels.

I believe it's associated with Register Defaults » Only display leaf
account names.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com

On 2022-08-09 15:48, David Carlson wrote:
> Version 2.6.19 only works the old way where you need to type a few
> characters of each level starting at the top.  You need at least 3.x to
> get the better autofill in the account field.
>
> On Tue, Aug 9, 2022, 5:36 PM Stan Brown  <mailto:the_stan_br...@fastmail.fm>> wrote:
>
>
> On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
> may be different in more recent versions, but I've found that
> > the drop-down accounts list when I'm entering a transaction is still
> > alphabetical and does not follow [i.e. not in the order of] account
> > codes. However, when I type the first few letters of the desired
> > account name, GC auto-fills the full name.
> On 2022-08-09 13:04, Gyle McCollam wrote:
> > Stan,
> > Just wanted to let you know that you don't even have to type the first
> > few letters, any part of the account name will do, GNC will find the
> > account name.
>
> Not for me. I have an account called "AP Bank of America Visa", and no
> other accounts with "America" in their names. When entering a
> transaction, nothing happens if I type America in the account field,
> until I press Tab. At that point the popup asks me if I want to create
> the account America.
>
> I thought maybe you might have been talking about accounts in the
> Accounts tab. But there again, initial characters jump to the account,
> but typing America does nothing.
>
> I have GC 2.6.19. Which version do you have?
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com <https://BrownMath.com>
> ___
> 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
> <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.
>
___
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.

Re: [GNC] Order of accounts, auto numbering transactions.

[Stan Brown]

Actually there's a preference setting so that I need type only a few
characters of the account name, ignoring higher levels.

I believe it's associated with Register Defaults » Only display leaf
account names.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com

On 2022-08-09 15:48, David Carlson wrote:
> Version 2.6.19 only works the old way where you need to type a few
> characters of each level starting at the top.  You need at least 3.x to
> get the better autofill in the account field. 
> 
> On Tue, Aug 9, 2022, 5:36 PM Stan Brown  > wrote:
> 
> 
> On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
> may be different in more recent versions, but I've found that
> > the drop-down accounts list when I'm entering a transaction is still
> > alphabetical and does not follow [i.e. not in the order of] account
> > codes. However, when I type the first few letters of the desired
> > account name, GC auto-fills the full name.
> On 2022-08-09 13:04, Gyle McCollam wrote:
> > Stan,
> > Just wanted to let you know that you don't even have to type the first
> > few letters, any part of the account name will do, GNC will find the
> > account name.
> 
> Not for me. I have an account called "AP Bank of America Visa", and no
> other accounts with "America" in their names. When entering a
> transaction, nothing happens if I type America in the account field,
> until I press Tab. At that point the popup asks me if I want to create
> the account America.
> 
> I thought maybe you might have been talking about accounts in the
> Accounts tab. But there again, initial characters jump to the account,
> but typing America does nothing.
> 
> I have GC 2.6.19. Which version do you have?
> 
> 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
> 
> -
> 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
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: [GNC] Order of accounts, auto numbering transactions.

[David Carlson]

Version 2.6.19 only works the old way where you need to type a few
characters of each level starting at the top.  You need at least 3.x to get
the better autofill in the account field.

On Tue, Aug 9, 2022, 5:36 PM Stan Brown  wrote:

>
> On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
> may be different in more recent versions, but I've found that
> > the drop-down accounts list when I'm entering a transaction is still
> > alphabetical and does not follow [i.e. not in the order of] account
> > codes. However, when I type the first few letters of the desired
> > account name, GC auto-fills the full name.
> On 2022-08-09 13:04, Gyle McCollam wrote:
> > Stan,
> > Just wanted to let you know that you don't even have to type the first
> > few letters, any part of the account name will do, GNC will find the
> > account name.
>
> Not for me. I have an account called "AP Bank of America Visa", and no
> other accounts with "America" in their names. When entering a
> transaction, nothing happens if I type America in the account field,
> until I press Tab. At that point the popup asks me if I want to create
> the account America.
>
> I thought maybe you might have been talking about accounts in the
> Accounts tab. But there again, initial characters jump to the account,
> but typing America does nothing.
>
> I have GC 2.6.19. Which version do you have?
>
> 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
> -
> 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
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

Re: [GNC] Order of accounts, auto numbering transactions.

[Stan Brown]

On Tuesday, August 9, 2022 at 11:31 AM UTC -800, Stan Brown wrote:> This
may be different in more recent versions, but I've found that
> the drop-down accounts list when I'm entering a transaction is still 
> alphabetical and does not follow [i.e. not in the order of] account
> codes. However, when I type the first few letters of the desired
> account name, GC auto-fills the full name.
On 2022-08-09 13:04, Gyle McCollam wrote:
> Stan,
> Just wanted to let you know that you don't even have to type the first
> few letters, any part of the account name will do, GNC will find the
> account name.

Not for me. I have an account called "AP Bank of America Visa", and no
other accounts with "America" in their names. When entering a
transaction, nothing happens if I type America in the account field,
until I press Tab. At that point the popup asks me if I want to create
the account America.

I thought maybe you might have been talking about accounts in the
Accounts tab. But there again, initial characters jump to the account,
but typing America does nothing.

I have GC 2.6.19. Which version do you have?

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

Re: [GNC] Order of accounts, auto numbering transactions.

[Gyle McCollam]

Stan,
Just wanted to let you know that you don't even have to type the first few 
letters, any part of the account name will do, GNC will find the account name.


Thank You,

Gyle McCollam

Gyle McCollam

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


From: gnucash-user  on 
behalf of Stan Brown 
Sent: Tuesday, August 9, 2022 2:31 PM
To: gnucash-user@gnucash.org 
Subject: Re: [GNC] Order of accounts, auto numbering transactions.

On 2022-08-09 00:55, John C Simpson via gnucash-user wrote:

> How do I set up my accounts in an order that I prefer rather than 
> alphabetical?

Use the Account Codes.  All reports (at least all the ones I use) will
be sorted by Account Code.

A recommendation I adopted from this list was to use four digit numbers.

The first digit is 1/2/3/4/5 for
Assets/Liabilities/Equities/Income/Expenses.

The second, third, and fourth digits allow for three levels of accounts,
which I think is plenty, but there's nothing stopping you from having
two levels or four levels or even just one level. (Reports seem to
default to showing no more than three levels, so you'd need to change
that in Edit » Report Options.)

This may be different in more recent versions, but I've found that the
drop-down accounts list when I'm entering a transaction is still
alphabetical and does not follow account codes. However, when I type the
first few letters of the desired account name, GC auto-fills the full
name. You can also type the Account Code and GC will convert it to
account name as soon as you press Tab or Enter.

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

Re: [GNC] Order of accounts, auto numbering transactions.

[Adrien Monteleone]

As Michael noted, Transaction order is up to you.

They appear as you enter them.

You can 'sort' by various means, see View > Sort.

I abuse the NUM field to enter a 'time stamp' to intentionally order my 
transactions so I don't have to worry about the entry order.


There is no auto-numbering feature that I'm aware of. (not one that is 
exposed to the user anyway)


The NUM field is for your own use. It could be a check#, transaction# 
from a card statement, etc.


There is also a book option to use the Action field as the NUM field, 
which allows for different actual 'NUM' values per affected register for 
the same transaction.


Regards,
Adrien

On 8/9/22 2:55 AM, John C Simpson via gnucash-user wrote:

How do I turn on auto numbering of transactions?



___
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.

Re: [GNC] Order of accounts, auto numbering transactions.

[Stan Brown]

On 2022-08-09 00:55, John C Simpson via gnucash-user wrote:

> How do I set up my accounts in an order that I prefer rather than 
> alphabetical?

Use the Account Codes.  All reports (at least all the ones I use) will
be sorted by Account Code.

A recommendation I adopted from this list was to use four digit numbers.

The first digit is 1/2/3/4/5 for
Assets/Liabilities/Equities/Income/Expenses.

The second, third, and fourth digits allow for three levels of accounts,
which I think is plenty, but there's nothing stopping you from having
two levels or four levels or even just one level. (Reports seem to
default to showing no more than three levels, so you'd need to change
that in Edit » Report Options.)

This may be different in more recent versions, but I've found that the
drop-down accounts list when I'm entering a transaction is still
alphabetical and does not follow account codes. However, when I type the
first few letters of the desired account name, GC auto-fills the full
name. You can also type the Account Code and GC will convert it to
account name as soon as you press Tab or Enter.

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

Re: [GNC] Order of accounts, auto numbering transactions.

[Michael or Penny Novack]

First two questions below.

How do I set up my accounts in an order that I prefer rather than alphabetical?


You have received one answer for this (using account numbers). Account 
numbering is rather common in accounting, but can involve significant 
work when/if major changes to the CoA happen. An alternative is to have 
human meaningless prefixes to account names to control the collating 
sequence. Unlike account numbers these can be used JUST where needed. It 
is not unusual to consider the ordering OK for most of the CoA but you 
want something different in one or two places.


In other words, the order is "Bank of America" above "Springfield 
Savings Bank" and you want that reversed (but everything else is OK. 
Instead of applying numbering to all of your accounts, you could just 
rename those two "b-Bank of America" and "a-Springfield Savings Bank"



How do I turn on auto numbering of transactions?


What do you mean by THIS? In normal bookkeeping the order in which 
transactions are entered into the books is unrelated to the order in 
which they are meant to appear in the books. Order of entry would only 
apply to those cases where "the same" with regard to any of the things 
(like date, check number, etc.) that are used to order transactions in 
the books. Bookkeeping is not a "real time" process.



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.

Re: [GNC] Order of accounts, auto numbering transactions.

[David T. via gnucash-user]

To use a different sort order, assign account codes to your accounts, add the 
Account Codes column to the Chart of Accounts screen, and click that column 
header to sort on it.

For further references, each of these is covered in various places in the 
documentation and the lists.

On Aug 9, 2022, 10:57, at 10:57, John C Simpson via gnucash-user 
 wrote:
>I have just started trying to set up my new GnuCash accts file.
>
>I have been using MYOB for 20+ years so I will need help occasionally
>when I can’t find an answer in the manual.
>
>First two questions below.
>
>How do I set up my accounts in an order that I prefer rather than
>alphabetical?
>
>How do I turn on auto numbering of transactions?
>
>Regards
>
>John C Simpson
>
>
>
>
>
>___
>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.
___
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.