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

[David T.]

Xe Roy,

Just a note that it's more common to structure your GnuCash accounts with just five top level accounts:

Assets
Liabilities
Equity
Income
Expenses

You'd put the "Credit Cards" account under Liabilities, with each credit card in its own account within Credit Cards,  like so:

Liabilities
- Credit Cards
- - Visa 
- - Mastercard

This groups the accounts in ways that make reporting clearer and easier. 

⁣David T. ​

On Jan 19, 2023, 2:07 AM, at 2:07 AM, Xe Roy <xeroy at hotmail.com> wrote:
>Thanks everyone for your patience.
>I finally got it.
>I had to click on the transaction > click SPLITS > then find the line
>in the splits that says MASTER CARD > change that to VISA > ENTER
>
>
>
>
>Sent from Outlook<http://aka.ms/weboutlook>
>
>________________________________
>From: Phyllis Bruce <pobruce46 at gmail.com>
>Sent: Wednesday, January 18, 2023 1:00 PM
>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
>
>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<mailto: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<mailto: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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