FAQ - combining 2 accounts

Derek Atkins warlord at MIT.EDU
Thu Jul 31 19:20:10 CDT 2003


Jon Lapham <lapham at extracta.com.br> writes:

> Q: How can I move the transactions from account A into account B, thus
> combining them?
> 
> A: There is no easy way to do this, you will need to move each
> transaction one at a time.  To do so, select a transaction in account
> A, click on the Jump button to go to the referencing account, and
> change the transaction "transfer" reference from account A to account
> B. Repeat for all transactions in account A.  When you finish, account
> A should be empty and you can safely delete it.
> 
> Ugh, not very easy to explain.

I've got another suggestion:

Use the "Find Transactions" feature.  Search for splits where Account
= the account going away.  This will list all of them in a single
journal-style register window where you can actually edit the
accounts.

As you edit the transactions they will be removed from the register.

When the register is empty, the account will be empty and you can
remove it.

-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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