[GNC] Moving from Sage Accounting and would like to keep sub-account totals viewable

Richard Danielson rdan217 at gmail.com
Sun Nov 17 17:48:44 EST 2019


Thanks David, Bruce and Adrien,

Using account numbers in the name field is great.  I can sort on the 
numbers and get my accounts to look the same as in Simply Accounting.   
Adrien's tip about the edit/options/display feature in income accounts 
allows me to get exactly what I had before.  It just requires a 
placeholder subheading account and point all the sub-accounts to that one.

Rick

On 2019-11-17 2:31 p.m., Adrien Monteleone wrote:
> If you mean you want to roll up the sub-accounts into the parent, then go to Options > Display > Parent account balances: and set it to “Subtotal” instead of “Account Balance”
>
> Note, you should also not have any transactions in that parent account and set it to being a placeholder.
>
> If you don’t want to use the parents as placeholders you also have the option right below it:
>
> ‘Parent account subtotals:’ set it to “Show subtotals”
>
> You can do this with the options window to the side of the report and it will toggle on and off the report in real time so you can refine how you want the report to look/work.
>
> Regards,
> Adrien
>
>> On Nov 16, 2019 w46d320, at 7:13 PM, Richard Danielson <rdan217 at gmail.com> wrote:
>>
>> Hello David,
>> Thanks for the tip on the arrow on the right side of the accounts window.  I tapped that once but didn't notice that it was offering me a whole bunch of information options.  I now have account numbers showing and can sort on that column to make things look more or less the same as in Simply Accounting.
>>
>> Re the subtotals issue, I used to have a number of subtotals (e.g. groceries, snacks and restaurants in the food category) which showed up in income accounts.  That is what I can't figure out in GC.  I can make accounts sub-accounts for heading accounts, and get the totals for the sub-accounts to show in the income statement, but can't get the program to sum the sub-accounts into the heading accounts.
>>
>> Rick
>
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