Re: Closing Accounts

[Derek Atkins]

Hidden hides them from the chart of accounts.

Placeholder makes them read-only and keeps them out of the drop down boxes.

-derek

Sent on my mobile. Please forgive any typos.

----- Reply message -----
From: fellowtraveler at comcast.net
To: <gnucash-user at gnucash.org>
Subject: Closing Accounts
Date: Sat, Feb 20, 2016 3:54 PM

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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