Closing Accounts
Liz
edodd at billiau.net
Sat Feb 20 15:49:11 EST 2016
On Sat, 20 Feb 2016 20:29:51 +0000
Colin Law <clanlaw at gmail.com> wrote:
> On 20 February 2016 at 20:13, <fellowtraveler at comcast.net> wrote:
> > I have the Income and Expenses tabs divided at the first level by
> > year. Example:
> >
> > Income -> 2014
> > -> 2015
> > -> 2016
> >
> > Expense -> 2014
> > -> 2015
> > -> 2016
> >
> > However, this creates some issues when entering data in that there
> > are a lot of fields to choose from that I’d prefer not to see any
> > more. For example, on an invoice when selecting an Expense
> > category, I don’t need to see 2014 or 2015 any more. Is there a way
> > to mark those so that they don’t show up in the drop down boxes and
> > then also lock them so that I can’t inadvertently add more data to
> > them?
>
> In the accounts tab right click the account and select Edit Account.
> Then select Hidden (which hides it, obviously) and Placeholder which
> stops you entering new data (I think).
>
> Though I have to say the way you have organised the data seems odd to
> me. I don't see the point in making life complicated like that. When
> you want to see data for a particular year you can use the various
> reports to do that.
>
> Colin
>
I have got some accounts organised that way. I find it reasonable just
to have them marked 'placeholder' so I can't add more data. My
nightmare is finding how to 'unhide' accounts when I need one to review
it, so I don't mark these accounts 'hidden'.
Liz
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