[GNC] How to move a transaction with splits from one top-level account to another - take 2

david whiting dw at davidwhiting.me.uk
Wed Jan 18 16:59:58 EST 2023


In addition to what Michael said, if you have multiple splits, you
might want to view the splits and change it there. Here's a quick
video showing this: https://youtu.be/k3wS2lmR5VQ

David

On Wed, 18 Jan 2023 at 21:40, Fross, Michael <michael at fross.org> wrote:
>
> When I notice I've placed a transaction in the wrong spot, I "jump" to the
> matching transaction and correct the credit card.  For example:
>
> I put my Walmart grocery into the CreditCard1 account instead of the
> CreditCard2 account.  I noticed this in the CreditCard1 account.
>
> 1. "Jump" to the matching transaction.  So now I am in the Grocery account.
> 2. Change that transaction to be CreditCard2 instead of the incorrect
> CreditCard1 account.
> 3. Press enter.
>
> The transaction in Grocery is fine, but you'll find it's gone from
> CreditCard1 and now resides in CreditCard2.  The "Jump" command is your
> friend.
>
> Michael
>
> On Wed, Jan 18, 2023 at 3:31 PM Xe Roy <xeroy at hotmail.com> wrote:
>
> > I asked this question earlier but initial responses made me realize more
> > detail was necessary.
> >
> > I am a newby to gnucash ... trying to switch from Quicken to gnucash.
> > A mistake I regularly make is to enter a transaction into the wrong
> > account.
> > I'll have several accounts open and I just forget to switch.
> > In Quicken, I just move the transaction (splits and all) to the new
> > account.
> > The Internet chatter I've found so far lead me to believe this feature is
> > missing from gnucash.
> > I hope that's not true because it would really cause me excessive hassle.
> > I hope there is a way to move a transaction (including any splits) to
> > another account.
> >
> > Here is an example which illustrates a typical situation:
> > Let's say I have two credit cards, VISA and MASTER CARD.
> > Each has their own top-level CREDIT CARD account in gnucash, and each has
> > its own tab in gnucash.
> > I meant to enter a transaction in VISA but accidently entered it in MASTER
> > CARD.
> > The transaction is for $10 with WALMART in the description.
> > So, the main entry shows $10 and the splits show $5 to the clothing
> > account and $5 to the food account.
> > I want to move the entire WALMART transaction, including the splits, from
> > the MASTER CARD top-level account to the VISA top-level account in one easy
> > step.
> > This is easily doable in Quicken by right-clicking anywhere in the
> > transaction, clicking MOVE, and selecting the new account VISA.
> > How is this done in gnucash?
> >
> >
> >
> > Sent from Outlook<http://aka.ms/weboutlook>
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-- 
David Whiting


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