The best way I found to give up QB classes is to simply add an additional
subaccount. Then when needed do transaction report looking for that "class".
Works great for rental properties.
-----Original Message-----
From: gnucash-user <gnucash-user-bounces+rick1=dreskin....@gnucash.org> On
Behalf Of gnucash-user-requ...@gnucash.org
Sent: Thursday, January 19, 2023 11:00 AM
To: gnucash-user@gnucash.org
Subject: gnucash-user Digest, Vol 238, Issue 70
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Contents of gnucash-user digest..."
Today's Topics:
1. Importing csv files (flywire)
2. Re: Importing csv files (Steve Brown)
3. Re: Importing csv files (Michael or Penny Novack)
4. Re: 4.13 Version not in downloads (jhoe...@googlemail.com)
5. Re: 4.13 Version not in downloads (Glenn Fowler)
6. Re: How to move a transaction with splits from one top-level
account to another - take 2 (David T.)
7. Re: How to move a transaction with splits from one top-level
account to another - take 2 (Xe Roy)
8. Re: How to move a transaction with splits from one top-level
account to another - take 2 (David T.)
----------------------------------------------------------------------
Message: 1
Date: Thu, 19 Jan 2023 22:27:20 +1100
From: flywire <flywi...@gmail.com>
To: rudy beuc <rudyb...@gmail.com>
Cc: Gnucash Users <gnucash-user@gnucash.org>
Subject: [GNC] Importing csv files
Message-ID:
<CAOthWL0X05bfo_35_2sW=fG2g07zG_aef+fTsZtPe9o_iPr=8...@mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"
Make sure you understand what Gnucash offers as it could be a massive downgrade
from Quickbooks. I use Quickbooks and GnuCash, each for different books because
neither has all the features I need. Specifically, GnuCash does not support
classes or automated GST (tax) for cash accounting (so I've never exported data
from Quickbooks to GnuCash) but GnuCash does a fair job at importing csv files,
which I do regularly.
Have a read through this before doing it. See:
* Prior thread:
https://lists.gnucash.org/pipermail/gnucash-user/2022-July/101901.html
* GnuCash Manual Import csv:
https://www.gnucash.org/viewdoc.phtml?rev=4&lang=C&doc=help
* Tutorial data for testing:
https://lists.gnucash.org/pipermail/gnucash-user/attachments/20210718/2f60caee/attachment.obj
Importing accounts into GnuCash with csv is really nice csv but transaction
data is really primitive. Still, despite how frustrating it is for new users in
particular, it will work. File, Import, Import transaction from csv, Next,
Select file...
Import Preview, normally you would select Account, say bank account, but that
is not the case for a Quickbooks import. The File Format is likely Separators,
Comma, but again, you likely need to *SELECT Multi-split* for the import which
I'll explain soon.
Miscellaneous is really frustrating because of poor defaults. GnuCash has been
around for 25 years but it doesn't recognise Locale date or support alphabetic
month codes, so if you are not in the US, fix Date and check the month format.
How many csv files have you seen without headers? Likely none. Set Leading
Lines to skip, 1?? Currency format is likely correct.
In the link to the manual, navigate down to Example 6.1. Sample Multi-split.csv
to see the layout of the csv file. See the tip? It is likely easier to prepare
that file without the blank fields.
Back to the Import Preview form. Despite your csv file having the *exact* field
names it needs there is no way for it to know that. You'll have to click each
of the field dropdowns and match the field name to the data. The first line
will be crossed out after you set it t skip 1 line but you can still read the
field name.
All your records are red with a '-' in a circle on the right side? Chances are
you need to reformat the date month data. Be careful, your spreadsheet might be
outputting it in a different format to what is shown on the screen.
GnuCash does not recognise all the account codes in your data. You will have to
create them, and even after you've done that you'll have to match them to the
*same account*. Seriously! Now, stop banging your head. See above, " Importing
accounts into GnuCash with csv is really nice", so do it to save yourself a
little grief.
You haven't finished yet but I'll leave you with the manual. Check out Tools,
Import Map Editor, Non-Bayesian.
------------------------------
Message: 2
Date: Thu, 19 Jan 2023 07:16:36 -0500
From: Steve Brown <sbr...@opensat.com>
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Importing csv files
Message-ID:
<10ccd4f6605e121f47ff38a5502d563d8cabbccc.ca...@opensat.com>
Content-Type: text/plain; charset="UTF-8"
I've had very good results with this
https://github.com/erikmack/qb-escape.git
I had to back out the account code stuff in the most recent commit as it didn't
work for my use case.
The article referenced in the README was similarly helpful.
Steve
On Wed, 2023-01-18 at 19:29 -0600, rudy beuc wrote:
> Hello,
>
> I'm trying to migrate from Quickbooks to GnuCash.
>
> I'd like to keep as much information as I can for record keeping. To
> that end I've first been trying to import my accounts structure in via
> a csv file and failing badly.
>
> Pre Christmas holidays I was getting an error message I could not
> interpret. Now I've installed the latest stable version 4.13 and it
> just dies mid process.
>
> I'm running on Windows 11 and using open office to manipulate the csv
> files before trying to import.
>
> Where can I find a good discussion or indepth material on importing
> csv files, the expected format for them, ect...?
>
>
> Thanks,
>
> Rudy Beuc
>
>
>
>
>
> _______________________________________________
> 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.
------------------------------
Message: 3
Date: Thu, 19 Jan 2023 08:14:46 -0500
From: Michael or Penny Novack <stepbystepf...@comcast.net>
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Importing csv files
Message-ID: <3dd979f1-acbb-186d-32d2-694a1f7e0...@comcast.net>
Content-Type: text/plain; charset=UTF-8; format=flowed
On 1/19/2023 6:27 AM, flywire wrote:
> Make sure you understand what Gnucash offers as it could be a massive
> downgrade from Quickbooks. I use Quickbooks and GnuCash, each for
> different books because neither has all the features I need.
> Specifically, GnuCash does not support classes .......
I used to use Quickbooks. That was a while ago, before the 2006 house fire.
Standard double entry bookkeeping. It didn't have "classes" then, although
possible it now supports "alternate view of the CoA" (what "classes" would be
in double entry) somehow I doubt it, as not traditional in double entry ledger
to have more than one view of the ledger hierarchy.
Sure you weren't meaning Quicken (which is not double entry ad which does have
"classes")
Michael
------------------------------
Message: 4
Date: Thu, 19 Jan 2023 09:03:26 -0500
From: jhoe...@googlemail.com
To: <gnucash-user@gnucash.org>
Subject: Re: [GNC] 4.13 Version not in downloads
Message-ID: <093c01d92c0e$cd7a7820$686f6860$@gmail.com>
Content-Type: text/plain; charset="us-ascii"
Resending with .googlemail instead of .gmail.
From: jhoe...@googlemail.com <jhoe...@googlemail.com>
Sent: Thursday, January 19, 2023 8:55 AM
To: gnucash-user@gnucash.org
Subject: 4.13 Version not in downloads
Hi guys - After decades of using Quicken 2002, it's no longer running on my
newer laptops and I need to find a good long-term alternative. GnuCash seems
like the right thing, but I'm already struggling with the setup download: It
says on Download | GnuCash <https://www.gnucash.org/download.phtml> that
4.13 is the latest stable version, but once I click on the Windows version,
GnuCash - Browse Files at SourceForge.net
<https://sourceforge.net/projects/gnucash/files/> tells me that ".
4.13.setup.exe file could not be found". The latest stable downloadable version
I can see is 4.6. Was 4.13 removed for a good reason or just a mistake? Which
version should I download (and do I need only the setup file or also the others
in the same folder)? Thanks for your help, Jan
------------------------------
Message: 5
Date: Thu, 19 Jan 2023 09:17:30 -0500
From: Glenn Fowler <gfowl...@outlook.com>
To: jhoe...@googlemail.com
Cc: gnucash-user@gnucash.org
Subject: Re: [GNC] 4.13 Version not in downloads
Message-ID:
<sj0pr19mb4445c10c7cb67997669eef838f...@sj0pr19mb4445.namprd19.prod.outlook.com>
Content-Type: text/plain; charset="UTF-8"
Until that's fixed you can d/l from GitHub:
https://github.com/Gnucash/gnucash/releases/download/4.13/gnucash-4.13.setup.exe
On Thu, Jan 19, 2023 at 9:03 AM Jan via gnucash-user <
gnucash-user@gnucash.org> wrote:
> Resending with .googlemail instead of .gmail.
>
>
>
> From: jhoe...@googlemail.com <jhoe...@googlemail.com>
> Sent: Thursday, January 19, 2023 8:55 AM
> To: gnucash-user@gnucash.org
> Subject: 4.13 Version not in downloads
>
>
>
> Hi guys - After decades of using Quicken 2002, it's no longer running
> on my newer laptops and I need to find a good long-term alternative.
> GnuCash seems like the right thing, but I'm already struggling with
> the setup download:
> It
> says on Download | GnuCash <https://www.gnucash.org/download.phtml>
> that
> 4.13 is the latest stable version, but once I click on the Windows
> version, GnuCash - Browse Files at SourceForge.net
> <https://sourceforge.net/projects/gnucash/files/> tells me that ".
> 4.13.setup.exe file could not be found". The latest stable
> downloadable version I can see is 4.6. Was 4.13 removed for a good
> reason or just a mistake? Which version should I download (and do I
> need only the setup file or also the others in the same folder)?
> Thanks for your help, Jan
>
> _______________________________________________
> 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.
>
------------------------------
Message: 6
Date: Thu, 19 Jan 2023 18:02:07 +0300
From: "David T." <sunfis...@yahoo.com>
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
Message-ID: <4f4cac0a-4fc7-4156-8d32-477295b38...@yahoo.com>
Content-Type: text/plain; charset=UTF-8
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, 2:07 AM, at 2:07 AM, Xe Roy <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.
------------------------------
Message: 7
Date: Thu, 19 Jan 2023 15:41:26 +0000
From: Xe Roy <xe...@hotmail.com>
To: David T. <sunfis...@yahoo.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
Message-ID:
<blapr19mb461119fe5b115c3125f84c74b6...@blapr19mb4611.namprd19.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
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.
------------------------------
Message: 8
Date: Thu, 19 Jan 2023 18:57:44 +0300
From: "David T." <sunfis...@yahoo.com>
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
Message-ID: <d4cbf935-0cec-4cf1-b857-e3b7664d9...@yahoo.com>
Content-Type: text/plain; charset=UTF-8
Assuming you have the Liabilities and Credit Cards accounts created, it's
simple.? From the Chart of Accounts page, select the account you want to move
(e.g., Visa) click the edit button, locate the Parent Account, change it to
Liabilities:Credit Cards, and click Save.
Done.
?David T. ?
On Jan 19, 2023, 6:41 PM, at 6:41 PM, Xe Roy <xe...@hotmail.com> wrote:
>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>
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