moving transactions between accounts

[doug foskey]

On Tuesday 16 September 2003 06:47 am, Kaaren Shalom & Richard Gilligan wrote:
> Glen,
>
> I have rewritten the FAQ for this question to clarify and extend.  If
> it appears improved to your "new user eyes"  maybe Jon and the doc
> squad will adopt it.
>
>  From
> <http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html>
>
> B.3.1. Q: How can I move the transactions from account A into account
> B, thus combining them?
>
> <Current answer>
> A: There is no easy way to do this, you will need to change every
> transaction reference for account A to account B.  Use the "Find
> Transactions" feature and search for splits where Account = account A.
> This will list all of them in a single journal-style register window
> where you can actually edit the accounts.  Change the transfer account
> in each from A to B.  As you edit the transactions they will be removed
> from the register. When the register is empty, account A will be empty
> and you can remove it.
> </Current answer>
>
> <Proposed Answer>
> A: At present, Gnucash does not offer a way to move groups of splits
> from one account to another. You will need to move them one at a time.
> Open the register for account A and select
> Menu>View>Style>Transaction_Journal to expose all the splits.  For
> every split where the "Account" field shows account A reset it to
> account B. The transactions will disappear from the A register (and
> reappear instantly in the B register if you happen to have it open.)
>
> Be careful!  If you inadvertently reset the "Account" field to some
> other account, you will need luck to correct your mistake.  For this
> reason, if you need to move more than a few splits it is safer to open
> registers for both account A and B and use  Menu>Edit>Cut_Transaction
> and Menu>Edit>Paste_Transaction.  This will do what you want and
> because the end points of the move are predetermined there is no danger
> that transactions will get dropped accidentally into unknowable
> accounts.
> </Proposed Answer>
>
> Thanks,
>
> Richard
>
> > glenn wrote:
> >> hi
> >> I've just imported my bank statement using QIF - somewhere along the
> >> way
> >> I've ended up with a second instance of my libilities hierachy
> >> (actually
> >> 3 if you count the liablities2 tree that got created) - possible due
> >> to
> >> consuming wild turkey while selecting accounts. I want to move the
> >> transactions from the credit card under the second
> >> tree, into the credit card in the original tree. I'm tempted to hack
> >> at
> >> the xml file, but is there a more 'civilised' approach I should take?
> >
> > Glenn-
> >
> > I think we cover this once... checking old emails... ah, there it is,
> > and we even put it as a FAQ:
> >
> > B.3.1. Q: How can I move the transactions from account A into account
> > B, thus combining them?
> >
> > http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html
> >
> > The solution isn't pretty, but it is the best you can do for now.
> > Does that help?
> >
> > --
> > -**-*-*---*-*---*-*---*-----*-*-----*---*-*---*-----*-----*-*-----*---
> >  Jon Lapham  <lapham at extracta.com.br>          Rio de Janeiro, Brasil
> >  Work: Extracta Moléculas Naturais SA     http://www.extracta.com.br/
> >  Web: http://www.jandr.org/
> > ***-*--*----*-------*------------*--------------------*---------------
> >
The only comment I may suggest adding, is that a whole account can be moved 
under an existing account using the edit accounts menu. (open the accounts 
tree, then select the account to be moved & go to edit on the toolbar, then 
edit the account details to move the account to the new location) I have used 
this to move accounts completely, as then you open the splits, & only remove 
the sub-account from the end. Once empty, the account can be removed. 
   (not really clear: maybe someone can translate what I am trying to say??)

regards Doug