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

[Xe Roy]

David T.

Thanks.
Your advice makes sense.
Since I have already created my credit card accounts as top-level accounts and they have about a month's worth of data, is it possible to move them to another account?
Example: move VISA to LIABILITIES > CREDIT CARDS > VISA



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________________________________
From: David T. <sunfish62 at yahoo.com>
Sent: Thursday, January 19, 2023 6:02 AM
To: Xe Roy <xeroy at hotmail.com>
Cc: Phyllis Bruce <pobruce46 at gmail.com>; Fross, Michael <michael at fross.org>; 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,

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, at 2:07 AM, Xe Roy <xeroy at hotmail.com<mailto: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




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________________________________

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?



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