moving transactions between accounts

[Rick Ziegler]

When relocating transactions en masse, I usually put the destination 
account name in the clipborard with CTRL-C.  Then I simply highlight the 
source account in the register by clicking on it, and then CTRL-v 
replaces the source account.  Pressing enter then moves the transaction 
out of the register.

This simple technique is less prone to error.

-regards
Rick

Kaaren Shalom & Richard Gilligan 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
>>
>
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