Newbie Split Transaction Problem

David T. sunfish62 at yahoo.com
Wed Dec 17 22:58:06 EST 2014


See below:


----- Original Message -----
From: Paul Warthe <warthes7 at gmail.com>
To: Fred.Bone at dial.pipex.com
Cc: gnucash-user at gnucash.org
Sent: Wednesday, December 17, 2014 5:47 PM
Subject: RE: Newbie Split Transaction Problem

Hi Guys,

Sorry to take so long in getting back to you. Christmas festivities are
beginning to hit heavy. 

I've taken the time to create a keystroke-by-keystroke documentation of what
I am experiencing. I hope you can follow it. I am entering the Split
Transaction example from Chapter 4: Transactions of the Tutorial and
Concepts Guide. I have View set to Basic Ledger.


Enter date: 03/14/2006 {tab tab} 
Enter Description: Employers R Us {tab} 
Click on Split button, Split begins 
New line created [Line 1]: Enter After Tax under Memo {tab} 
Under Account enter assets:chequing {tab} 
Enter 670 under Deposit {tab tab} 
New line created [Line 2]: 670 appears in Withdrawal of Line 2 {tab} 
Enter Federal tax under Memo {tab} 
Enter Expenses:Taxes:Federal under Account {tab} 
Enter 180 under Deposit {tab tab} 


--> 
This is the problem.

I believe that someone commented on the thread earlier that you need to explicitly clear the 670 amount from the Withdrawal line. Gnucash is taking the amount you entered in the deposit column and combining it with the entry in the Withdrawal column, and entering the $490 result. Everything else after this is thrown off.

Obviously, the Guide is unclear on this issue. If you feel strongly about it, you can submit a Documentation bug on Bugzilla, and it can be changed to make this clearer.

HTH,
David



New line created [Line 3]: 180 in Deposit from Line 2 disappears, the 670 in
Withdrawal of Line 2 changes to 490, and 180 appears in Withdrawal of Line 3
{tab} 
Enter Medicare in Memo {tab} 
Enter Exp:taxes:medicare under Account {tab} 
Enter 90 under Deposit {tab tab} 
New line created [Line 4]: 90 under Deposit in Line 3 disappears, Withdrawal
in Line 3 changes to 90, Withdrawal in Line 4 becomes 90 {tab} 
Enter Social Security in Memo  {tab} 
Enter Exp:Taxes:Social Security under Account {tab} 
Enter 60 in Deposit {tab tab} 
New line created [Line 5]: 60 in Deposit of Line 4 disappears, Withdrawal in
Line 4 changes to 30, Withdrawal in Line 5 becomes 60 {tab}
Enter Before Tax in Memo {tab} 
Enter Income:Salary under Account {tab tab} 
Enter 1000 in Withdrawal {tab} 
New line appears [Line 6], 940 appears under Line 6 Deposit 
Click on ENTER button 
New line appears between After Tax and Federal Tax called Imbalance with 940
under Deposit

-----Original Message-----
From: Fred Bone [mailto:Fred.Bone at dial.pipex.com] 
Sent: Monday, December 15, 2014 4:08 AM
To: Paul Warthe
Cc: gnucash-user at gnucash.org
Subject: Re: Newbie Split Transaction Problem

On 14 December 2014 at 17:39, Paul Warthe said:

> Hi guys,
> 
> I've attached 3 screen shots to help illustrate. Pretab.jpg shows the 
> screen just before I hit tab on the medicare entry of $90. (I have 
> already tried entering the federal tax amount of $180 in the deposit 
> column but it was changed to a $490 entry in the Withdrawal column 
> when I tabbed out of the cell.) The posttab.jpg shot shows the screen 
> after I have entered tab twice. The medicare entry is changed to a $90 
> Withdrawal. The afterenter.jpg is what the entire entry looks like 
> after entering all information and clicking on the Enter button.

So you seem to have done this in this order:
1. Enter debit ("Deposit") of 670 in 1st split
  Gnucash will put balancing credit ("Withdrawal") 670 in 2nd split 2. Put
"Federal Tax" in 2nd split and amend amount to 490 credit
  Gnucash creates 3rd split with balancing credit 180 3. Put "Medicare" in
3rd split and enter 90 in debit column without altering the credit.
Gnucash puts the two values together giving net credit 90 and creates 4th
split with balancing credit 90

If you are dealing with the (perhaps most usual) case of a transaction with
a single entry on one side and multiple on the other, I find it easiest to
start with the single entry: in this case, I think, the credit one.


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