Sorry, trying again (and I have NOT been drinking...) Highlight your top level Credit Card. Now, go to the top of the screen and choose "Edit". You will get a pop up where you can enter Liabilities as the Parent account for Credit Card. Done.
On Thu, Jan 19, 2023 at 2:38 PM Phyllis Bruce <pobruc...@gmail.com> wrote: > It should be easy enough to make Liabilities the . Make Credit Cards by > highlighting you top level account of Credit Cards. Go to the bottom of > the pop up screen and make Liabilities the Parent Account of Credit Card. > Done. > > > > On Thu, Jan 19, 2023 at 9:41 AM 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> 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. 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