[GNC] Recommendation on how to close a GnuCash Account

[Alan A Holmes]

Thanks Tommy.

 

At the moment, following earlier advice, I’ve added “CLOSED” to the account name and made them a placeholder account, but moving to a separate placeholder account sounds a good idea, as they’re not then listed in the same legs as the active accounts but not hidden either.

 

 

Alan A Holmes

 

From: Tommy Trussell [mailto:tommy.trussell at gmail.com] 
Sent: 23 December 2019 20:02
To: David Carlson
Cc: Alan A Holmes; GNU Cash User
Subject: Re: [GNC] Recommendation on how to close a GnuCash Account

 

Over the years I have "hidden" closed bank accounts, which has several advantages (it doesn't clutter the account tree and there's no way to accidentally choose them). If I recall correctly, search results continue to show transactions in "hidden" accounts as long as the other search criteria fit; but now I cannot recall whether you can select hidden accounts when making account selections in reports.

 

What I've done more recently is create a special account heading, something like Assets:Non-Current Assets or Assets:zClosed Accounts then "re-parent" the closed account to the new heading AND change the account name to include "CLOSED." This has the advantage of having the accounts at the ready and not having to remember to display hidden accounts in circumstances where you might want to scroll through the transactions in them for some reason. 

 

 

On Fri, Dec 20, 2019 at 10:33 AM David Carlson <david.carlson.417 at gmail.com> wrote:

Alan,

A very simple method that I use is to append the word - Closed to the
account name.  If you want, you could also change the account to read only.

David Carlson

On Fri, Dec 20, 2019, 10:17 AM Alan A Holmes <gnucash at alanaholmes.me.uk>
wrote:

> I'm currently closing a couple of Savings accounts and moving them to other
> banks to get a better rate on interest.
>
>
>
> In GnuCash I've created new accounts in Assets and transferred things
> across
> from the old accounts to the new accounts. That's no problem.
>
>
>
> I'd now like to "mark" the GnuCash" accounts as being closed so that I
> don't
> accidentally use them again in the future. Any recommendations or
> suggestions on the best way to do this please?
>
>
>
>
>
> Alan A Holmes
>
>
>
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