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

[Kalpesh Patel]

Xe Roy-

From what I can tell is that you want is to move the transaction (from a
Quicken perspective) from one account to another. In GnuCash, where a
transaction shows up in a top-level account is decided by how that transaction
is comprised or broken up into its components which auto-magically displays on
the top-level account. Quicken is not a double entry system while GnuCash is
so what that means is that a basic transaction in GnuCash will be broken up
and have at least two, for lack of better word for Quicken, sub-components. In
Quicken for example you have a Credit Card 1 account in which you post a
transaction, say you buy groceries worth $10. In Quicken that transaction will
be in Credit Card 1 account with category of perhaps Grocery. In GnuCash this
same transaction will show up in two places as there are no Quicken categories
equivalent in GnuCash -- just accounts in GnuCash -- thus the Credit Card 1
account and in the account named Grocery. Because transaction has two
components which others have referred to here as a "split" -- the GnuCash
"split" which is not same as the Quicken version of "split" -- updating one or
the other component will move that transaction into proper account. 

So if you made a mistake and posted a transaction into Visa account instead of
Master Card, open up that transaction in Visa account, and expand the
transaction into its sub-components. One of the sub-components will point back
to the account you are in, Visa. If you now update that to point to Master
Card, that transaction will auto-magically disappear from Visa account and
appear in Master Card account -- equivalent of Quicken "move".

With this background hope you can make some sense in difference between
Quicken and GnuCash. Think of it this way: Quicken "categories" are nothing
more than account that are hidden in Quicken but visible in GnuCash.
 
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Message: 8
Date: Wed, 18 Jan 2023 16:00:01 -0600
From: Phyllis Bruce <pobruce46 at gmail.com>


To: "Fross, Michael" <michael at fross.org>
Cc: Xe Roy <xeroy at hotmail.com>, "gnucash-user at gnucash.org"
<gnucash-user at gnucash.org>
Subject: Re: [GNC] How to move a transaction with splits from one
top-level account to another - take 2
Message-ID:
<CAF7y9z9L3WzAcLWr-3MV0LL3fLengJz0sQVfUmcKs1MDLiaDeg at mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"

Xe Roy,

You will find if you just change your top level account in the transaction,
the splits will follow it. Just as Michael described above. I've used
jump but I find it just as easy to make that one correction.
Additionally, if you found you chose the wrong account for one of your
splits, just change it to the correct account and only that split gets
changed.

Hth - po

On Wed, Jan 18, 2023 at 3:40 PM 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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