[GNC] Understanding Transaction Report options

[David Cousens]

George,

In the QIF import process, there is a step at which you can map the Quicken
Accounts onto the GnuCash accounts. The Quicken Expense and Income
categories should automatically be assigned as sub accounts of the GnuCash
top level Income and Expense accounts.
(https://www.gnucash.org/docs/v3/C/gnucash-help/trans-import.html). The
Asset and Liability and any of the created accounts should be able to be
renamed and/or reassigned at this point by double clicking on the rows to
bring up an account selection dialog.  The current documentation is not too
expansive about this though.  It has been rewritten recently but won't make
it into the docs until v4.

The Account tab features can usually be accessed while you are in the middle
of the import process and you can create new accounts from this even while
the import is in process if you need to. The accounts can usually be readily
reorganized/renamed after the importing as required. If you try to delete an
account with transactions into it GnuCash will usually ask if you wish to
reassign them to another account.

Rather than hiding accounts in the longer term you could also reorganize the
existing records into a new account structure that meets your current needs.

David Cousens



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David Cousens
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