[GNC] How to reorganize the account tree

[Alan A Holmes]

Well spotted Gyle.

 

I've never displayed the Type field, so hadn't noticed that.

 

I've had a little play.

1.	Sort on the Hidden column - Accounts in Assets are sorted by Type,
in order Cash, Asset and then Bank, and then in order within those types.
Imbalance and Orphan are at the bottom of CofA so easy to locate and check
2.	Sort on the Type column - Accounts in Assets are sorted by Type, in
order Asset, Bank and then Cash, and then in order within those types.
Imbalance and Orphan are in CofA immediately after Assets so easy to locate
and check.
3.	Sort on the Account Name column - Accounts in Assets are in order of
name. Imbalance and Orphan come in alphanumeric order, so not so easy to
find and check.

 

As I said earlier I'm not complaining, just making an observation. I sorted
on the Hidden column because of where it put Imbalance and Orphan, and I can
live with the order under the Assets account. Having now tried sorting on
Type I also like that, because of where it puts Imbalance and Orphan.

 

I definitely don't like sorting on Account Name, because of where it puts
Imbalance and Orphan. That was really what I was trying to point out in my
original post, just passing on my experience of how I sort and why, and
noting that this didn't sort the Accounts everywhere. Had Michael Novack not
come in asking "WHAT are you saying, exactly?" I wouldn't have continued the
conversation to show what I was saying.

 

 

Alan A Holmes

 

From: Gyle McCollam <gmccollam at live.com> 
Sent: 13 June 2022 20:10
To: Alan A Holmes <gnucash at alanaholmes.me.uk>; gnucash-user at gnucash.org
Subject: Re: [GNC] How to reorganize the account tree

 

Alan,

I noticed that the accounts under assets are not sorted in alpha order when
I assign account codes to the major cats, namely the Assets (1), Liabilities
(2), Equity (3), Income (4), and Expense (5).  I have determined this is due
to the Asset account type being broken down into Assets, Bank, and Cash.
For some reason Cash comes before Asset, which comes before Bank.  I was
thinking it was sorting on Type even though I didn't have "Type" displayed,
but having Cash before Asset types negates that reasoning.

 

Also, wanted to let you know that sorting this way also put the Imbalance
and Orphaned account as the first 2 entries.  I have my accounts filtered by
View/Filter By.../Other and I removed all the check marks.  The accounts
only display when they have a balance, which since they are at the top of
the list really makes them stand out.

 

Thank You,           
Gyle McCollam

Gyle McCollam

609.680.2326                     Mobile

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

  _____  

From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org
<mailto:gnucash-user-bounces+gylemc=gmail.com at gnucash.org> > on behalf of
Alan A Holmes <gnucash at alanaholmes.me.uk <mailto:gnucash at alanaholmes.me.uk>
>
Sent: Sunday, June 12, 2022 3:12 AM
To: jaypj at comcast.net <mailto:jaypj at comcast.net>  <jaypj at comcast.net
<mailto:jaypj at comcast.net> >; gnucash-user at gnucash.org
<mailto:gnucash-user at gnucash.org>  <gnucash-user at gnucash.org
<mailto:gnucash-user at gnucash.org> >
Subject: Re: [GNC] How to reorganize the account tree 

 

As Adrien said in his reply if you sort on the Account Name column it should
be okay.

Personally, I sort on the Hidden column which I have displayed, mainly
because it puts the Imbalance and Orphan accounts together at the bottom of
the list and enables me to find errors in transactions quickly.
What I do notice sorting this way is that within the top level accounts
(Assets, Expenses, Income, etc.) that the 2nd and subsequent level Accounts
under Assets AREN'T sorted alphabetically, while those under Expenses and
Income ARE. I have insufficient sub-accounts under Equity and Liabilities to
be able to say.


Alan A Holmes

-----Original Message-----
From: gnucash-user
<gnucash-user-bounces+gnucash=alanaholmes.me.uk at gnucash.org
<mailto:gnucash-user-bounces+gnucash=alanaholmes.me.uk at gnucash.org> > On
Behalf Of
jaypj at comcast.net <mailto:jaypj at comcast.net> 
Sent: 11 June 2022 12:29
To: gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org> 
Subject: [GNC] How to reorganize the account tree

I have been using gnucash for nearly 20 years. My account lists were a mess
until this spring when somehow I spent a day or two reorganizing everything
into a new and very well organized account tree.  For the life of me, I
don't remember how I was able to do that without losing the 20 years of data
stored in my accounts.  I would like to reorganize the order in which my
bank accounts are listed to make them in alphabetical order but I cannot
find a way to move the accounts in the account tree. I can go to the parent
account but that does not give me control to move the accounts around.  

                Can someone tell me how to move accounts around in the
account list.  Thank you.  Chin00kie

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