[GNC] How to reorder account tree AND transactions?

[Jeff Earickson]

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
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-- 
--- Jeff Earickson