[GNC] Order of accounts, auto numbering transactions.

Gyle McCollam gmccollam at live.com
Tue Aug 9 16:04:30 EDT 2022


Stan,
Just wanted to let you know that you don't even have to type the first few letters, any part of the account name will do, GNC will find the account name.


Thank You,

Gyle McCollam

Gyle McCollam

gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email

________________________________
From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org> on behalf of Stan Brown <the_stan_brown at fastmail.fm>
Sent: Tuesday, August 9, 2022 2:31 PM
To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: Re: [GNC] Order of accounts, auto numbering transactions.

On 2022-08-09 00:55, John C Simpson via gnucash-user wrote:

> How do I set up my accounts in an order that I prefer rather than alphabetical?

Use the Account Codes.  All reports (at least all the ones I use) will
be sorted by Account Code.

A recommendation I adopted from this list was to use four digit numbers.

The first digit is 1/2/3/4/5 for
Assets/Liabilities/Equities/Income/Expenses.

The second, third, and fourth digits allow for three levels of accounts,
which I think is plenty, but there's nothing stopping you from having
two levels or four levels or even just one level. (Reports seem to
default to showing no more than three levels, so you'd need to change
that in Edit » Report Options.)

This may be different in more recent versions, but I've found that the
drop-down accounts list when I'm entering a transaction is still
alphabetical and does not follow account codes. However, when I type the
first few letters of the desired account name, GC auto-fills the full
name. You can also type the Account Code and GC will convert it to
account name as soon as you press Tab or Enter.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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