Sharing payees across accounts

[David T.]

John,

Just a point regarding semantics: you tell the OP that GnuCash doesn't have a "Payee".  However, it seems to me that what GnuCash calls the "Description" is functionally the same as the "Payee." It is presented in GC in the same location that traditional printed checkbook registers place the "Payee"; it is used on printed checks in GC for the "Payee" on the check; and, chapter 6.14 of the Help manual identifies that data element as the "Payee." 

Furthermore, most reports include the option of sorting (and subtotalling) on the Description (i.e., "Payee") field. I use this to check the accuracy of my data entry.

David


________________________________
 From: John Ralls <jralls at ceridwen.us>
To: AC <gnucash at acarver.net> 
Cc: GnuCash users group <gnucash-user at gnucash.org> 
Sent: Saturday, February 1, 2014 7:28 AM
Subject: Re: Sharing payees across accounts
 


On Jan 31, 2014, at 10:09 PM, AC <gnucash at acarver.net> wrote:

> Hi everyone,
> 
> I'm slowly learning gnucash in an effort to switch over from MS Money
> but I had a question about sharing payees.  Under MS Money, entering a
> payee in one account (say Credit Card A) makes it available for auto
> selecting in other accounts (such as Credit Card B).
> 
> GNUCash doesn't seem to operate that way or I haven't figured out how to
> make it do this.  Right now, if I enter a payee into Credit Card A, it
> is not automatically available to Credit Card B as an auto populated
> value.  If I use the two cards with the same payee, I must make sure I
> enter the payee into each account separately and exactly the same way
> (spaces, case, punctuation, etc.) so that reports will work.

The auto-complete in GnuCash is per account, and there is no "Payee" field; you're probably entering the payee in the Description field.

Reports don't use the Description field for any kind of sorting or matching, though. That's all done by account, and any transaction must involve at least two because unlike M$Money and Quicken GnuCash is a double-entry accounting program. Please study the Tutorial and Concepts Guide; you can read it online or download a PDF, ebook or mobi ebook at http://www.gnucash.org/docs.phtml.

Regards,
John Ralls




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