On 9/17/2018 8:16 AM, David T. wrote:
Paul,
This is a recent addition to the program. Since the documentation is also
developed by volunteers (who are not necessarily the same as the people who
write the program itself) documentation often lags behind the features. We rely
on users like you to provide descriptions of features and how they get used. If
you have a suggestion for this description, we’d welcome it.
I understand the issues with volunteer efforts. I did provide my
understanding
of what you told me, perhaps that could be put into the docs. Is it a wiki?
Can I just go in there and do it?
But more importantly, is my summary correct? :-)
As an aside, I will note that it is my understanding that this setting is
supposedly a one-time option—i.e., that once you select it, you shouldn’t
change it back. But your comment sounds as if you have tried it both ways in
your file without negative consequence. If the setting can be changed at a
later time without problem, that would be important to know. Can you give
further information on this?
No - I just saw the box and was trying to understand what it was for.
I haven't tried turning it on, I'm still just trying to understand what
it does.
And that happened in my search for a Class/Tag field so I don't think I
even need to try to turn it on. It does look like the
Action field can be used for what I want.
So if my summary of what it does is correct, I'd update the wiki if it
will allow
me to do that.
What exact version are you using, and on which operating system?
The latest download 3.2 on Windoz 10.
What is your file storage, SQL or XML? If XML, when you tried the different
settings, did you save your file after each setting change?
default everything - XML. Didn't try it so I can't answer that question.
If you did save the file after changing the setting, did you in fact save the
file with data in the affected fields?
David T.
On Sep 17, 2018, at 10:00 AM, Paul Kinzelman <p...@kinzelman.com> wrote:
Wow, I did not get that out of what I read at all.
It'd be very useful for people I think if you updated the documentation
to say that.
So would a good summary be that if the box is unchecked, if you fill in
the number field in a transaction, it automagically propagates
to the other corresponding account register to keep them in sync.
If the box is checked, you have to fill in the numbers in both places
manually (if you don't, the other one will be blank),
which allows them to be different.
On 9/16/2018 10:59 PM, Adrien Monteleone wrote:
Think of the option as more like either you have numbers for transactions, or
you have numbers for splits.
With the option unset, a payment transaction for example will have the same
number both in the asset/liability register used to make/accept the payment and
in the AP/AR register.
With the option set, you could have different numbers depending on which
register you are viewing.
This might be useful in some cases to keep paperwork in sync. Your internal
paperwork might use one number for a transaction but the external entity might
use a different one. The option allows you to record both AND see each number
in its proper perspective and context in your books.
Regards,
Adrien
On Sep 16, 2018, at 10:07 PM, Paul Kinzelman <p...@kinzelman.com> wrote:
I read the docs and don't really understand the "Use split Action field for
Number" purpose.
It sounds like the Action field is moved to the Num field, and the Num is hidden
someplace else? And it's inaccessible?
Too bad the empty space can't be used for tag, that sounds like a great
solution.
I'm surprised that it can't be.
However, it sounds like I can use the "Action" field for the Tag, and I
understand that I have to be careful to make sure the spelling is correct.
As long as I don't collide with one of the already populated items, seems
like I should be OK.
Thanks!
On 9/16/2018 10:24 AM, John Ralls wrote:
But don’t confuse an empty space on the grid for a field. There’s no “tag”
field, and adding one is complicated.
There are already five free text fields in GnuCash, all searchable: Number,
Description and Notes are part of transactions, Action and Memo are part of
splits. Action is a little weird in that it’s a combo pre-populated with some
values associated with certain GnuCash features so using it as a
class/tag/subcategory might require extra effort and might interfere with a
feature that uses it.
There’s also the “Use split Action Field for Number” book option that displays
the register account split’s action field in the Num column of the register,
making the Number field inaccessible from the GUI.
Since the fields are free text it requires user discipline to use any of them
for categorization: One must be careful to always spell the values the same.
Many users who want tags complain that that makes it too hard to use free text
fields for categorization, but a tweak to the Action combo so that all previous
entries for an action in splits for a particular account are added to the list
part or using a similar combo in the Memo would go a long way to resolving that
objection.
Regards,
John Ralls
On Sep 16, 2018, at 8:19 AM, Derek Atkins <de...@ihtfp.com> wrote:
Search the list archives for "Tags".
SIt's an oft requested feature.
Patches welcome.
-derek
Sent using my mobile device. Please excuse any typos.
On September 16, 2018 10:34:53 AM Paul Kinzelman <p...@kinzelman.com> wrote:
Quicken normally specifies transactions into Categories for filtering
for reports and such.
But it also has a nice feature to allow a user to sort on a second field
called 'Class' which can be specified for each transaction.
Gnucash has what appears to be an unused field which could be
used for the same purpose. If you view "Double Line", there's a
space to the right of the "Notes" field which currently can't be
used.
Has anybody suggested or thought about using the unused field
for this extra filtering purpose?
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