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

Thu Jan 19 10:57:44 EST 2023

Assuming you have the Liabilities and Credit Cards accounts created, it's simple.  From the Chart of Accounts page, select the account you want to move (e.g., Visa) click the edit button, locate the Parent Account, change it to Liabilities:Credit Cards, and click Save. 

Done. 

⁣David T. 

On Jan 19, 2023, 6:41 PM, at 6:41 PM, Xe Roy <xeroy at hotmail.com> wrote:
>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
>
>
>
>Sent from Outlook<http://aka.ms/weboutlook>
>
>________________________________
>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
>
>
>
>
>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>
>________________________________
>
> gnucash-user mailing list
> gnucash-user at gnucash.org<mailto:gnucash-user at gnucash.org>
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
>________________________________
>
>gnucash-user mailing list
>gnucash-user at gnucash.org<mailto:gnucash-user at gnucash.org>
>To update your subscription preferences or to unsubscribe:
>https://lists.gnucash.org/mailman/listinfo/gnucash-user
>-----
>Please remember to CC this list on all your replies.
>You can do this by using Reply-To-List or Reply-All.
>________________________________
>
>gnucash-user mailing list
>gnucash-user at gnucash.org
>To update your subscription preferences or to unsubscribe:
>https://lists.gnucash.org/mailman/listinfo/gnucash-user
>-----
>Please remember to CC this list on all your replies.
>You can do this by using Reply-To-List or Reply-All.