[GNC] Changing account tree on large database

Cricket Onebit cricketbeautiful at gmail.com
Tue May 7 12:50:49 EDT 2019


Very happy about the reports and tags.

Yes, I always take backups (and backups of backups). Dad used to design
hardware for telephone switching systems that absolutely had to work, and
Mom was an inaugural member of the 8-hours-lost club with 5-1/4 floppies.
The first computer I bought for myself (early Mac) was really stupid when
you saved a file. It started by deleting the current copy! Also, my husband
programs financial software.

So, yes, I keep multiple, labeled backups, and assume any equipment will
start smoking at any time.

On Sat, 27 Apr 2019 at 12:07, Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

>
>
> > On Apr 26, 2019, at 4:28 PM, Cricket Onebit <cricketbeautiful at gmail.com>
> wrote:
> >
> >
> >
> > Also, for this particular example, I’d opt for tags for each kid instead
> of accounts, see below about Cars.
> >
> > I didn't think GNUCash supported tags. I plan to use #tagone in a text
> field. That's one of the things I need to do in Quicken. Search for each
> transaction using a label, and put it in a text field. Problem: The text
> fields are short. Maybe I'll create accounts/categories for each tag, and
> add a $0.01 line. That will at least preserve the info. Then in GC edit
> again to put the tags in a text field and undo the $0.01 split. (Not $0
> because I think Quicken ignores $0 lines.)
> >
>
> There’s no official ’tag’ support, but some reports let you filter based
> on text in certain fields and you can use regular expressions if you like.
>
> >
> >
> > Does it also do that for a Transaction, Group by (sub-)account report? I
> use that one a lot. There's probably something close enough.
>
> The Transaction Report does this by default. I currently have a report
> open that is tracking my expenses at a Festival this weekend. I reload the
> report each day and it show my transactions with sub-account totals for
> amounts spent on Food, Beer, tips, etc. Each transaction has the festival
> name in the Notes field and I’m using that as a ’tag’ filter.
>
>
> > ++
> >
> > Enough stalling. Today's goal is to replace all the investment accounts
> with basic accounts. Apparently migrating investments isn't reliable. I
> won't lose any data because I haven't tracked investment details in Quicken
> in years. Also create appropriate income/loss accounts for the investment
> accounts so the year-end balances work. And, of course, lots of pre/post
> change reports to catch problems.
> >
>
> Work on a copy of the export and if something blows up, you won’t lose
> anything.
>
> Regards,
> Adrien
>
>
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+++

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