[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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