[GNC] New user: how to migrate Quicken checking account as a single, flat, checking account

Adrien Monteleone adrien.monteleone at lusfiber.net
Sun Dec 4 13:30:27 EST 2022


Let's get this cleared up:

You're telling us that *all* of your expense accounts are *not* under 
the top-level 'Expenses' account but exist as each their own top-level 
account? (but maybe of 'type' Expense)

If so, that sounds like an error (I'll hazard, user) in the import.

The easiest thing would be to ditch that book and do it again, being 
certain this time to indicate that the categories are expense accounts 
and belong under the top-level Expense account as a parent. I'm not 
certain of the UI mechanics there as I've never done this transition 
myself. Others can likely help. (or maybe you missed something in the Wiki?)

If they are already under Expenses, such as:

Expenses:Telephone

Then if you simply want to create intermediate hierarchy levels like:

Expenses:Utilities:Telephone

Create the intermediary accounts, mark them as Placeholders, then 
re-parent the relevant accounts under them.



Regards,
Adrien

On 12/4/22 12:15 PM, Scott Traurig wrote:
> Nope, sorry, you gents did not understand my question.
> 
> I don't have any unwanted accounts. Indeed, all of my categories in Quicken
> were well thought out and organized, and well replicated as separate
> expense accounts in GnuCash via the import process.
> 
> But with some 100 different, well organized and well thought out expense
> accounts, I don't want them all at the top level, which is where GnuCash
> puts them upon import.
> 
> In the GnuCash paradigm, I now have top level placeholder accounts for
> assets, liabilities, income and expenses. For income, assets and
> liabilities it was not much of a chore to move those few accounts that were
> imported to be under their proper, respective placeholders in
> the hierarchy. But now I need to move all 100 or so expense accounts,
> intact, from the top level to underneath the top level, placeholder expense
> account. That's a huge PITA if I have to edit the properties of each one
> individually. Drag and drop would be a modern UI method for this, alas it
> does not exist in GnuCash.
> 
> Is there an easy way to do this, or just grunt it out?



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