[GNC] How to reorder account tree AND transactions?

[Stephen M. Butler]

On 5/2/19 5:20 PM, Jeff Earickson wrote:
> All,
>
> I stared at the FAQ "How can I reorder accounts in the account tree?" and
> searched the archives, but remain stumped.
>
> A while back I opened a Schwab checking account, and I've got a couple of
> years worth of transactions in it.  Now I want to reorder the account
> structure from:
>
> Schwab.....  $xxx.xx   (a simple account with some money in it and s
> transaction history)
>
> to
>
> Schwab  (a folder)
>      Checking...   (same as above, with all of the transactions carried
> down)
>      Brokerage (new folder)
>           (new sub-accounts under here)
>
> I tried editing account names by sticking in "::", eg trying to change
> "Schwab" to Schwab::Checking" but that didn't fly.  Any way to do this?

I would start by editing the existing Schwab account and change the name
to Schwab-Checking (will make other changes a few steps down).

Next create a new Schwab account marking it as a placeholder.

Here I would edit the Schwab-Checking account to make it a child of the
newly created Schwab account.  Probably change the name to its final
form at the same time.

Now create the new Brokerage folder as a child to the new Schwab account.

Add sub-folders as desired under the Brokerage folder.


It's a multi-step process but all in the accounts page and just
edit/create as needed.  The hangup is you need to get the existing
Schwab account out of the way (new temp name) in order to create it's
new parent that has it's name.

--Steve

-- 
Stephen M Butler, PMP, PSM
Stephen.M.Butler51 at gmail.com
kg7je at arrl.net
253-350-0166
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