moving transactions between accounts

[Kaaren Shalom & Richard Gilligan]

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/
> ***-*--*----*-------*------------*--------------------*---------------
>
>
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