[GNC] How to reorder account tree AND transactions?
Jeff Earickson
jaearick at gmail.com
Thu May 2 20:56:05 EDT 2019
Steve,
Ahhh... It worked beautifully. Now the way I want it. Schwab, here I
come. Thank you.
Jeff Earickson
On Thu, May 2, 2019 at 8:45 PM Stephen M. Butler <kg7je at arrl.net> wrote:
> 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
> -------------------------------------------
> GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8
>
>
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
--
--- Jeff Earickson
More information about the gnucash-user
mailing list