[GNC] Changing the order of splits

[David Sumbler]

Thanks for that suggestion.  I fiddled around with it for an hour or
so, but couldn't quite get it working the way I wanted.  But I can see
the possibilities.  I might have another go later.

Of course, just being able to shift items up and down in the GnuCash
window would be simpler for the user, but it rather looks as if that
has never been implemented.

David

On Sat, 2021-07-31 at 17:15 +1000, David H wrote:
> David,
> Have you thought of exporting one of your existing multi-split txns
> in Gnucash csv format - you can then maintain the details and desired
> split order a lot more easily in a spreadsheet program, save the
> updated file as csv and then use the csv importer to import the
> updated multi-split transaction.  I tried this with an existing
> multi-split transaction, only a simple example with 5 splits, and it
> retained the ordering from the imported csv file - as it was an
> existing txn I could compare the two directly :-)  If you do go this
> way make sure on import to select "GnuCash Export Format" in the
> "Load and Save Settings" and probably check "Multi-split", check the
> date Format setting, yada, yada, yada....
> 
> Might work for you as a work around.
> 
> Cheers David H.
> On Fri, 30 Jul 2021 at 06:00, David Sumbler <david at aeolia.co.uk>
> wrote:
> > On Thu, 2021-07-29 at 18:11 +0100, Michael Hendry wrote:
> > 
> > > On 29 Jul 2021, at 11:53, David Sumbler <david at aeolia.co.uk>
> > wrote:
> > 
> > > > I have a set of accounts in which some transactions have a
> > 
> > > > considerablenumber of splits, each one relating to an
> > individual
> > 
> > > > person.  All ofthese splits have the same amount in the debit
> > 
> > > > column, but the numberof splits in each of these transactions
> > 
> > > > varies.
> > 
> > > > When I need to add a new transaction of this type, I duplicate
> > 
> > > > anearlier one.  I then edit the new one, editing and
> > 
> > > > adding/removingsplits as needed.
> > 
> > > > The trouble with this is that the order of the Account names in
> > 
> > > > thesplits ends up rather confused.  However, I can't find any
> > way
> > 
> > > > of re-ordering them, which seems strange.  After all, some
> > people
> > 
> > > > might wantthe Accounts to be in, say, alphabetical order.  That
> > is
> > 
> > > > not myrequirement, but I would like some particular Accounts to
> > 
> > > > appearvertically adjacent to each other.
> > 
> > > > My question is, is there any way at all of moving splits up or
> > 
> > > > downwithin the list?
> > 
> > > > David
> > 
> > > 
> > 
> > > As treasurer of my Rotary Club I have a couple of similar
> > problems to
> > 
> > > resolve.
> > 
> > > 1. Annual Subscriptions fall due on 1st July.
> > 
> > > 2. Members (and non-members) make donations during the year -
> > mostly
> > 
> > > via various events the club runs - and I have to keep a track of
> > 
> > > these for Gift Aid purposes. The nominated destinations of these
> > 
> > > funds have to be recorded and reported on too.
> > 
> > > 1. Is relatively straightforward to manage, and has the bonus of
> > 
> > > keeping track of who hasn’t yet paid within Gnucash.
> > 
> > > On the first of July I created a payment of £0 from each member
> > into
> > 
> > > our current bank account from our Members’ Subscriptions Income
> > 
> > > Account, with a member’s name in the Description field in
> > Surname,
> > 
> > > Forename format.
> > 
> > > I then set up a Transaction Report for the Members’ Subscriptions
> > 
> > > Account, with a date range 1st June 2021 to 30th June 2022
> > (because
> > 
> > > there’s always someone who makes an early payment by online
> > banking)
> > 
> > > sorted by date (primary key) and name (secondary key).
> > 
> > > As the subs were paid, I edited each member’s transaction to
> > correct
> > 
> > > the date and amount paid. Reloading the transaction report now
> > brings
> > 
> > > up a list highlighting those who haven’t yet paid in the 1st July
> > 
> > > slot
> > 
> > > 
> > 
> > > 2. Is more complex because I have to keep track of various
> > categories
> > 
> > > of income. Income:Donations:GA (for Gift Aid) is the parent, with
> > 
> > > various children (Whisky Tasting, Foundation, Quiz, Water
> > Account). I
> > 
> > > also chose to use the Memo field to record the donor’s name, with
> > the
> > 
> > > source event in the Description field. This facilitates anonymous
> > 
> > > reporting to the club as opposed to the claim to HMRC for Gift
> > Aid,
> > 
> > > which obviously requires the donors’ details.
> > 
> > > In this case the primary key is the Memo field and the secondary
> > is
> > 
> > > by register order.
> > 
> > > 
> > 
> > > I don’t think I’ve got any transactions with additional splits,
> > but I
> > 
> > > believe these should be reported correctly by the above
> > Transaction
> > 
> > > Report method.
> > 
> > > I’m not sure how your payments arise - if you’re receiving a
> > fixed
> > 
> > > sum each month from a variable (but finite) number of
> > individuals, it
> > 
> > > might be worth setting up a Scheduled transaction for all and
> > 
> > > deleting the unnecessary ones.
> > 
> > > Hope this helps, and happy to correspond off-list if that helps
> > 
> > > Michael
> > 
> > 
> > 
> > Thanks, Michael, for your helpful reply.  True, it doesn't answer
> > my
> > 
> > question "is there any way at all of moving splits up or down?" 
> > But
> > 
> > if, as I strongly suspect, the answer is "no", a work-around is
> > 
> > obviously needed.
> > 
> > 
> > 
> > I hadn't thought of using scheduled transactions in the way that
> > you
> > 
> > suggest, but I think that this is probably a good way to go.
> > 
> > 
> > 
> > This particular set of accounts is for a weekly online bridge
> > session.
> > 
> >  I collect the money from the players, and pay the monthly dues to
> > the
> > 
> > provider of the online service.  Some players, though not all, have
> > 
> > regular bridge partners, and it is convenient to keep their names
> > 
> > together.  But even they will have occasions when their partner is
> > 
> > unavailable and so they end up playing with somebody else.
> > 
> > 
> > 
> > So I think that I need to set up a single weekly scheduled
> > transaction,
> > 
> > with splits for everyone who ever plays.  Additional names can be
> > added
> > 
> > as and when new players join us.
> > 
> > Thanks again for your suggestion.
> > 
> > 
> > 
> > David
> > 
> > 
> > 
> > 
> > 
> > 
> > 
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