[GNC] Deleting an account

[Gyle McCollam]

I now realize that I could have changed the level of Bank Name:Checking, which is the account all the Scheduled Transaction referred to, moved all the transactions from Bank Name:Special Checking to Bank Name:Checking when I deleted that account, and then deleted the no longer needed Parent.  Finally, I could change the name of Bank Name:Checking to just Bank Name and I wouldn't have to deal with the Scheduled Transactions at all.  However, I didn't think about the Scheduled Transactions until I had already deleted the account they referred to.  In fact, if the system hadn't alerted me to the effect on the scheduled transactions, I never would have thought about them at all.

The change I suggested still is a better way to handle scheduled transactions as it applies to all account deletions, especially if you are deleting the referred to account.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326                     Mobile

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

________________________________
From: Gyle McCollam <gmccollam at live.com>
Sent: Friday, May 20, 2022 8:14 PM
To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: Re: Deleting an account

Actually, I should have said that is exactly what I DID. I was trying to point out that the handling of the ST could be handled a little different, hopefully, better.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326                     Mobile

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 Gyle McCollam <gmccollam at live.com>
Sent: Friday, May 20, 2022 4:07 PM
To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: [GNC] Deleting an account

I had a Parent Account:  Bank Name, with Subaccounts  Bank Name:Checking,  and Bank Name:Special Checking.  I wanted to eliminate the subaccounts and end up with only the Parent account.


  1.  I changed the Parent account Bank Name from a placeholder account to a regular account.
  2.  I deleted Bank Name: Checking and moved all the transactions to Bank Name.  A dialogue box explained what I was about to do and asked if I sure I want ed to do this.  It gave me the choices of "Cancel" and "Delete".  That was slightly confusing, it would have been better if it was "No" and "Yes", even "No/ Cancel" and "Yes/Delete" would be more clear.
  3.  There were "Scheduled Transactions" (ST), involving the subaccount.  It displayed the 10 ST and asked if I wanted to edit them.  I thought this was a REALLY GREAT feature and was thankful that it checked ST to see if they were affected.  However, I would be even better if it had substituted the account the transactions were moved to for the account that was deleted instead of just removing the deleted account (it leaves the associated split, which is also great).  That way the account could just be accepted without editing or edited only if need be.

This software is great and it does more than I need.  I hope this suggestion is heard as that and not a complaint, because it is not a complaint.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326                     Mobile

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