Deleting old expense accounts
Maf. King
maf at chilwell.net
Mon Oct 27 09:39:41 EDT 2014
Hi,
You could re-parent the old accounts into the "holding" account, thus letting
you exclude the whole "historical" tree from reports etc.
0.02
Maf.
On Mon 27 October 14 08:59:31 Dennis Shimer wrote:
> I have a file which includes some old, essentially permanently closed
> expense accounts. I would like to remove them from view in all the daily
> reporting activities but want to keep a record of them. I have a category
> that would make it easy to create a holding archive for all these
> transactions if I used a "Delete and move transactions" action on these
> accounts. My thought is that I would make sure that all transactions on
> these accounts have the full account number and name in the memo line the
> transactions or splits that they are part of then delete and move. I have
> tested this and it seems to work fine and meet my needs but I hate to get
> tunnel vision just because it is the first thing I thought up. My question
> is...
>
> Are there any down sides, potential problems, or better practice that I am
> missing? Or are there questions I didn't consider in developing this plan.
>
> If this is a reasonable approach there is one thing that will cause some
> manual work. I have splits that obviously reference the original account
> but were not documented in the memo. I have come up with a procedure that
> is quite quick and easy to add the memos in a text editor using the
> .gnucash file. I have tested it on a copy and seems to work fine but here
> again why work if you don't have to.
>
> Is there a way to automatically or easily transfer the account name into
> the memo line from within gnucash? Or is there a way to do this if a
> person were willing to use python on the gnucash file?
>
> Dennis
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Maf. King
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