[GNC] How to "lock" expenses from previous year?

Eric Chapman gnucashlist at etchapman.com
Tue Dec 5 07:01:42 EST 2023


Thanks, Adrien!

Eric

On 12/4/23 22:30, Adrien Monteleone wrote:
> That will only keep you from editing those reconciled transactions 
> without receiving a warning. (that is, you *can* still edit them, they 
> are not 'locked' but you will get a warning about editing a reconciled 
> transaction, which you can override, and also, dismiss the warning, 
> which means you won't see it next time you try editing a reconciled 
> transaction)
>
> There is a read-only threshold, under File > Preferences but it is 
> quite limited as it is a sliding-window by number of previous days. So 
> you'd have to change it each and every day as the year went on. And 
> that applies to all accounts, not just some.
>
> An alternative is to create an archive folder with a copy of the book, 
> and possibly the annual reports in PDF form. That way if you ever 
> needed to go back to see if you inadvertently edited something, you'd 
> have a backup at that state to verify changes. Having a good backup 
> strategy helps too.
>
> You can also make accounts placeholders which prevents *new* 
> transactions from being entered, but that doesn't stop you from 
> editing previous transactions.
>
> Otherwise, no, you can't lock accounts from editing.
>
> Regards,
> Adrien

-- 
Eric Chapman
GnuCash 4.14 on MacOS 14.1 Sonoma running on an Apple M3 Max computer.



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