[GNC] changing accounts?

[David H]

Dunno what you're seeing but your previous msg including the > signs came
thru as expected...

GnuCash uses a full chart of accounts rather than Quicken's method of using
categories in place of Inc & Exp accounts, but in GnuCash language you could
achieve the equivalent result by doing a multi-select in the old
counter-account (i.e., old category) and then a group move into the new
counter-account (new category). Thus one could go into
Expenses>Software>Videos, select all the Netflix lines, and move the group
to Expenses>Software>Video Streaming.

Any chance of a multi-select / group move in GnuCash?



On Thu, 11 Nov 2021 at 09:29, <paul at kroitor.ca> wrote:

> Apparently the mailing list doesn't gracefully handle greater than signs,
> as
> what I sent came back quite mangled in the posting confirmation message. I
> know I wrote it correctly because the same message is in my Sent Items and
> in my Inbox, but they aren't the same.
>
> Here is the entire final paragraph as written, but with greater than signs
> replaced with colons:
>
> GnuCash uses a full chart of accounts rather than Quicken's method of using
> categories in place of Inc & Exp accounts, but in GnuCash language you
> could
> achieve the equivalent result by doing a multi-select in the old
> counter-account (i.e., old category) and then a group move into the new
> counter-account (new category). Thus one could go into
> Expenses:Software:Videos, select all the Netflix lines, and move the group
> to Expenses:Software:Video Streaming.
>
> Mark me in the YES camp for switching to something (anything!) better than
> this mailing list mechanism!
>
> Paul
>
>
> -----Original Message-----
> From: gnucash-user <gnucash-user-bounces+paul=kroitor.ca at gnucash.org> On
> Behalf Of paul at kroitor.ca
> Sent: November 10, 2021 6:20 PM
> To: paul at kinzelman.com; 'Gnucash Elist' <gnucash-user at gnucash.org>
> Subject: Re: [GNC] changing accounts?
>
> If I understand correctly, you are asking for an analogue to Quicken's
> "Recategorize" feature. It's simpler that the more generalized Find and
> Replace.
>
> For those who don't know it, Recategorize shows you all the entries booked
> to one selected category. You mark all the transactions you want to be in
> some other category, select the new category you want, and presto, it's all
> moved.
>
> For example, one might have a year of credit card lines for NetFlix, Video
> Rentals, and DVD purchases all booked to Software>Videos. Recategorize
> would, in three quick passes, let you split them to Software>Video
> Streaming, Software>Video Rentals, and Software>DVDs.
>
> GnuCash uses a full chart of accounts rather than Quicken's method of using
> categories in place of Inc & Exp accounts, but in GnuCash language you
> could
> achieve the equivalent result by doing a multi-select in the old
> counter-account (i.e., old category) and then a group move into the new
> counter-account (new category). Thus one could go into
> Expenses>Software>Videos, select all the Netflix lines, and move the
> Expenses>Software>group
> to Expenses>Software>Video Streaming.
>
> Any chance of a multi-select / group move in GnuCash?
>
> P
>
>
> -----Original Message-----
> From: gnucash-user <gnucash-user-bounces+paul=kroitor.ca at gnucash.org> On
> Behalf Of Paul Kinzelman
> Sent: November 10, 2021 5:44 PM
> To: Gnucash Elist <gnucash-user at gnucash.org>
> Subject: Re: [GNC] changing accounts?
>
> You're a little bit fast for me on that one. :-)
>
> I did it by hand for what I needed right now, but I was asking for next
> time.
>
> In the 3rd paragraph, by "separate register" do you mean create a temp
> account, and by "putting them in a separate register" do you mean cut/paste
> each transaction?
> Then delete the temp and move the transactions to the new account?
>
> The replace is one of the features I really miss from Quicken.
>
> On 11/10/2021 3:37 PM, D. wrote:
> > If you're changing every ABC to DEF, you can delete ABC and tell
> > gnucash to move the transactions into DEF. That's documented in the wiki.
> >
> > If you're only deleting a bunch (but not all) there isn't one find and
> > replace command. When push comes to shove, though, even fixing 100
> > transactions will only take a few minutes' time.
> >
> > If it were me in this second scenario (and it has been, believe me!),
> > I'd search for the offending transactions, putting them all in a
> > separate register, copy the new account designation, and paste it into
> > each transaction at the appropriate point before pressing enter to
> > commit them away.
> >
> > David
> > ----------------------------------------------------------------------
> > --
> > *From:* Paul Kinzelman
> > *Sent:* Wed Nov 10 17:25:51 EST 2021
> > *To:* Gnucash Elist
> > *Subject:* [GNC] changing accounts?
> >
> > Is there some way to change all the entries for a set of items in an
> > account to be charged to one account to charge them all to another
> > account?
> >
> > For instance, if I have a monthly charge from XYZ that I charge to
> > account ABC, and I have a bunch of them in my Checking account, is
> > there a way to change all of them to DEF without going in and poking
> > each one? And that's where a simple account name change ABC->DEF won't
> > work because there's other stuff in there.
> >
> > In other words, like a global replace?
> >
> > TIA!
> >
> >
> > ----------------------------------------------------------------------
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