David T. Thanks. Your advice makes sense. Since I have already created my credit card accounts as top-level accounts and they have about a month's worth of data, is it possible to move them to another account? Example: move VISA to LIABILITIES > CREDIT CARDS > VISA
Sent from Outlook<http://aka.ms/weboutlook> ________________________________ From: David T. <sunfis...@yahoo.com> Sent: Thursday, January 19, 2023 6:02 AM To: Xe Roy <xe...@hotmail.com> Cc: Phyllis Bruce <pobruc...@gmail.com>; Fross, Michael <mich...@fross.org>; gnucash-user@gnucash.org <gnucash-user@gnucash.org> Subject: Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2 Xe Roy, Just a note that it's more common to structure your GnuCash accounts with just five top level accounts: Assets Liabilities Equity Income Expenses You'd put the "Credit Cards" account under Liabilities, with each credit card in its own account within Credit Cards, like so: Liabilities - Credit Cards - - Visa - - Mastercard This groups the accounts in ways that make reporting clearer and easier. David T. On Jan 19, 2023, at 2:07 AM, Xe Roy <xe...@hotmail.com<mailto:xe...@hotmail.com>> wrote: Thanks everyone for your patience. I finally got it. I had to click on the transaction > click SPLITS > then find the line in the splits that says MASTER CARD > change that to VISA > ENTER Sent from Outlook<http://aka.ms/weboutlook> ________________________________ From: Phyllis Bruce <pobruc...@gmail.com> Sent: Wednesday, January 18, 2023 1:00 PM To: Fross, Michael <mich...@fross.org> Cc: Xe Roy <xe...@hotmail.com>; gnucash-user@gnucash.org <gnucash-user@gnucash.org> Subject: Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2 Xe Roy, You will find if you just change your top level account in the transaction, the splits will follow it. Just as Michael described above. I've used jump but I find it just as easy to make that one correction. Additionally, if you found you chose the wrong account for one of your splits, just change it to the correct account and only that split gets changed. Hth - po On Wed, Jan 18, 2023 at 3:40 PM Fross, Michael <mich...@fross.org<mailto:mich...@fross.org>> wrote: When I notice I've placed a transaction in the wrong spot, I "jump" to the matching transaction and correct the credit card. For example: I put my Walmart grocery into the CreditCard1 account instead of the CreditCard2 account. I noticed this in the CreditCard1 account. 1. "Jump" to the matching transaction. So now I am in the Grocery account. 2. Change that transaction to be CreditCard2 instead of the incorrect CreditCard1 account. 3. Press enter. The transaction in Grocery is fine, but you'll find it's gone from CreditCard1 and now resides in CreditCard2. The "Jump" command is your friend. Michael On Wed, Jan 18, 2023 at 3:31 PM Xe Roy <xe...@hotmail.com<mailto:xe...@hotmail.com>> wrote: I asked this question earlier but initial responses made me realize more detail was necessary. I am a newby to gnucash ... trying to switch from Quicken to gnucash. A mistake I regularly make is to enter a transaction into the wrong account. I'll have several accounts open and I just forget to switch. In Quicken, I just move the transaction (splits and all) to the new account. The Internet chatter I've found so far lead me to believe this feature is missing from gnucash. I hope that's not true because it would really cause me excessive hassle. I hope there is a way to move a transaction (including any splits) to another account. Here is an example which illustrates a typical situation: Let's say I have two credit cards, VISA and MASTER CARD. Each has their own top-level CREDIT CARD account in gnucash, and each has its own tab in gnucash. I meant to enter a transaction in VISA but accidently entered it in MASTER CARD. The transaction is for $10 with WALMART in the description. So, the main entry shows $10 and the splits show $5 to the clothing account and $5 to the food account. I want to move the entire WALMART transaction, including the splits, from the MASTER CARD top-level account to the VISA top-level account in one easy step. This is easily doable in Quicken by right-clicking anywhere in the transaction, clicking MOVE, and selecting the new account VISA. How is this done in gnucash? Sent from Outlook<http://aka.ms/weboutlook> ________________________________ 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 ----- 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<mailto: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. _______________________________________________ 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.
