Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-21 Thread Tim Rohrer
Thank you David. Would it be correct for me to assume that *any* account type can be edited prior to the addition of any data? Either way, it sounds like this can be an iterative process to an extent. And that most negative consequences can be reversed with a little creativity. Tim > On Feb

Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-21 Thread Stan Brown
Just a reminder -- please quote just enough to give the context of your reply. It's easy to put a three-line comment at the top of a ten-screen article and hit "send", but then everyone who receives it gets to scroll through ten screens to find out whether there's anything new buried there. And

Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-21 Thread ml
Thank you David. Would it be correct for me to assume that *any* account type can be edited prior to the addition of any data? Either way, it sounds like this can be an iterative process to an extent. And that most negative consequences can be reversed with a little creativity. Tim > On Feb

Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-21 Thread Tim Rohrer
Hi Simon, I appreciate that perspective. I have considered only only assigning only top level types, because if someone is importing 25 or 30 accounts (INCOME/EXPENSES types should be much easier for most users), going through and editing them isn’t that difficult. But as I said earlier, the

Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-20 Thread Simon Roberts
FWIW, I have taken the perspective that if I don't know what category/account to put something in, I don't guess, I put it in "Unbalanced" and then ask someone who knows. As I understand it, there shouldn't be anything in that category, so it's a big red flag that you can't miss that this thing

Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-20 Thread David Cousens
Tim , In most cases if you get an account type wrong you can edit the account type and its parent account from the account tree structure. There may be some limitations associated with the type of the parent account which may have to be worked around. In the worst case scenario you can create an

Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-20 Thread ml
Thanks Jim for the reply. > On Feb 20, 2023, at 15:49, Jim DeLaHunt wrote: > > It sounds like you are trying to answer two questions: > > 1. How do you extract meaning from account name strings in incoming migration > data, such that you can pick the appropriate GnuCash account type? Ummm,

Re: [GNC] Account Types -- what are the implications of getting them wrong?

2023-02-20 Thread Jim DeLaHunt
On 2023-02-19 05:32, m...@tgr66.me wrote: The approach I’m taking in a migration app I’m writing will be conservative, erring on the side of more general vice more specific. For example, ASSET, LIABILITY, INCOME, EXPENSE, EQUITY are pretty easy to accurately apply based on account names (for

[GNC] Account Types -- what are the implications of getting them wrong?

2023-02-19 Thread ml
The approach I’m taking in a migration app I’m writing will be conservative, erring on the side of more general vice more specific. For example, ASSET, LIABILITY, INCOME, EXPENSE, EQUITY are pretty easy to accurately apply based on account names (for example, “assets:current assets:cash”). In