moving transactions between accounts

[doug foskey]

On Tuesday 16 September 2003 08:16 am, you wrote:
> I have tried to tuck doug's suggestion into the proposed answer below.
>
> -Richard
>
> On Monday, September 15, 2003, at 02:36 PM, doug foskey wrote:
> > 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.
>
> Another way to reduce the risk of misplacing splits while transfering
> is to change the "parent account" property for account A to make it a
> child of account B.  Because the end points of the move will now appear
> very close together in the list of accounts, the process of resetting
> the "Account" field of a split will be faster and less error prone.
>
> >> </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

Sounds Good.

regards Doug