Closing Accounts

[David T.]

The Hidden option for an account hides display in the Chart of Accounts page (which can be un-hidden from View->Filter By->Other and clicking Show Hidden Accounts). The hidden account continues to appear in the Transfer field drop down in registers.

The Placeholder setting makes an account read only, and has the secondary effect of removing the account from the above-mentioned drop down list. Once it is read-only, you cannot add transactions to the register (although for some reason you can delete them). In addition, an account that is set as a placeholder will not open from the chart of accounts when you double click it. You have to click the Open button.

As for re-arranging your accounts, you can do this pretty efficiently using the Delete Account option. GnuCash gives you the option of designating a new account for the transactions. So, deleting Income->2014, you could tell GnuCash to put the transactions into Income, or Income->MyNewIncomeAccount, or whatever.

David


> On Feb 20, 2016, at 3:54 PM, fellowtraveler at comcast.net wrote:
> 
> If they are marked ‘hidden’ are they not visible on the main ‘accounts’ tab? Really I am just looking to keep them out of the drop down boxes when I am selecting from them while making an invoice or something..
> 
> 
>> On Feb 20, 2016, at 3:49 PM, Liz <edodd at billiau.net> wrote:
>> 
>> On Sat, 20 Feb 2016 20:29:51 +0000
>> Colin Law <clanlaw at gmail.com> wrote:
>> 
>>> On 20 February 2016 at 20:13,  <fellowtraveler at comcast.net> wrote:
>>>> I have the Income and Expenses tabs divided at the first level by
>>>> year. Example:
>>>> 
>>>> Income -> 2014
>>>>            -> 2015
>>>>            -> 2016
>>>> 
>>>> Expense -> 2014
>>>>              -> 2015
>>>>              -> 2016
>>>> 
>>>> However, this creates some issues when entering data in that there
>>>> are a lot of fields to choose from that I’d prefer not to see any
>>>> more. For example, on an invoice when selecting an Expense
>>>> category, I don’t need to see 2014 or 2015 any more. Is there a way
>>>> to mark those so that they don’t show up in the drop down boxes and
>>>> then also lock them so that I can’t inadvertently add more data to
>>>> them?
>>> 
>>> In the accounts tab right click the account and select Edit Account.
>>> Then select Hidden (which hides it, obviously) and Placeholder which
>>> stops you entering new data (I think).
>>> 
>>> Though I have to say the way you have organised the data seems odd to
>>> me.  I don't see the point in making life complicated like that.  When
>>> you want to see data for a particular year you can use the various
>>> reports to do that.
>>> 
>>> Colin
>>> 
>> 
>> I have got some accounts organised that way. I find it reasonable just
>> to have them marked 'placeholder' so I can't add more data. My
>> nightmare is finding how to 'unhide' accounts when I need one to review
>> it, so I don't mark these accounts 'hidden'.
>> 
>> Liz 
>> 
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