[GNC] changing accounts?

Wed Nov 10 18:49:39 EST 2021

Very strange. Here’s the way I got it back:

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.

Several extraneous CRs added (not in itself unusual), and the spurious extra “Expenses>Software” at the start of the second last line. My local email client is Outlook 2019, but when I go into the message via direct server webmail it looks fine.

So I found a bug in Outlook! I wonder if I get a bounty? It did seem unlikely that there was a listserv bug after all these years, but Outlook is even more battled tested.

P

From: David H <hellvee at gmail.com> 
Sent: November 10, 2021 6:35 PM
To: paul at kroitor.ca
Cc: Gnucash Elist <gnucash-user at gnucash.org>
Subject: Re: [GNC] changing accounts?

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 <mailto: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 <mailto:kroitor.ca at gnucash.org> > On
Behalf Of paul at kroitor.ca <mailto:paul at kroitor.ca> 
Sent: November 10, 2021 6:20 PM
To: paul at kinzelman.com <mailto:paul at kinzelman.com> ; 'Gnucash Elist' <gnucash-user at gnucash.org <mailto: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 <mailto: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 <mailto: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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