[GNC] Importing CSV files

Thu Jan 19 12:25:59 EST 2023

The best way I found to give up QB classes is to simply add an additional subaccount. Then when needed do transaction report looking for that "class". Works great for rental properties.

-----Original Message-----
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Today's Topics:

   1.  Importing csv files (flywire)
   2. Re:  Importing csv files (Steve Brown)
   3. Re:  Importing csv files (Michael or Penny Novack)
   4. Re:  4.13 Version not in downloads (jhoeter at googlemail.com)
   5. Re:  4.13 Version not in downloads (Glenn Fowler)
   6. Re:  How to move a transaction with splits from one top-level
      account to another - take 2 (David T.)
   7. Re:  How to move a transaction with splits from one top-level
      account to another - take 2 (Xe Roy)
   8. Re:  How to move a transaction with splits from one top-level
      account to another - take 2 (David T.)

----------------------------------------------------------------------

Message: 1
Date: Thu, 19 Jan 2023 22:27:20 +1100
From: flywire <flywire0 at gmail.com>
To: rudy beuc <rudybeuc at gmail.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: [GNC] Importing csv files
Message-ID:
	<CAOthWL0X05bfo_35_2sW=fG2g07zG_aef+fTsZtPe9o_iPr=8A at mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"

Make sure you understand what Gnucash offers as it could be a massive downgrade from Quickbooks. I use Quickbooks and GnuCash, each for different books because neither has all the features I need. Specifically, GnuCash does not support classes or automated GST (tax) for cash accounting (so I've never exported data from Quickbooks to GnuCash) but GnuCash does a fair job at importing csv files, which I do regularly.

Have a read through this before doing it. See:
* Prior thread:
https://lists.gnucash.org/pipermail/gnucash-user/2022-July/101901.html
* GnuCash Manual Import csv:
https://www.gnucash.org/viewdoc.phtml?rev=4&lang=C&doc=help
 * Tutorial data for testing:
https://lists.gnucash.org/pipermail/gnucash-user/attachments/20210718/2f60caee/attachment.obj

Importing accounts into GnuCash with csv is really nice csv but transaction data is really primitive. Still, despite how frustrating it is for new users in particular, it will work. File, Import, Import transaction from csv, Next, Select file...

Import Preview, normally you would select Account, say bank account, but that is not the case for a Quickbooks import. The File Format is likely Separators, Comma, but again, you likely need to *SELECT Multi-split* for the import which I'll explain soon.

Miscellaneous is really frustrating because of poor defaults. GnuCash has been around for 25 years but it doesn't recognise Locale date or support alphabetic month codes, so if you are not in the US, fix Date and check the month format. How many csv files have you seen without headers? Likely none. Set Leading Lines to skip, 1?? Currency format is likely correct.

In the link to the manual, navigate down to Example 6.1. Sample Multi-split.csv to see the layout of the csv file. See the tip? It is likely easier to prepare that file without the blank fields.

Back to the Import Preview form. Despite your csv file having the *exact* field names it needs there is no way for it to know that. You'll have to click each of the field dropdowns and match the field name to the data. The first line will be crossed out after you set it t skip 1 line but you can still read the field name.

All your records are red with a '-' in a circle on the right side? Chances are you need to reformat the date month data. Be careful, your spreadsheet might be outputting it in a different format to what is shown on the screen.

GnuCash does not recognise all the account codes in your data. You will have to create them, and even after you've done that you'll have to match them to the *same account*. Seriously! Now, stop banging your head. See above, " Importing accounts into GnuCash with csv is really nice", so do it to save yourself a little grief.

You haven't finished yet but I'll leave you with the manual. Check out Tools, Import Map Editor, Non-Bayesian.

------------------------------

Message: 2
Date: Thu, 19 Jan 2023 07:16:36 -0500
From: Steve Brown <sbrown at opensat.com>
To: gnucash-user at gnucash.org
Subject: Re: [GNC] Importing csv files
Message-ID:
	<10ccd4f6605e121f47ff38a5502d563d8cabbccc.camel at opensat.com>
Content-Type: text/plain; charset="UTF-8"

I've had very good results with this
https://github.com/erikmack/qb-escape.git

I had to back out the account code stuff in the most recent commit as it didn't work for my use case.

The article referenced in the README was similarly helpful.

Steve

On Wed, 2023-01-18 at 19:29 -0600, rudy beuc wrote:
> Hello,
> 
> I'm trying to migrate from Quickbooks to GnuCash.
> 
> I'd like to keep as much information as I can for record keeping. To 
> that end I've first been trying to import my accounts structure in via 
> a csv file and failing badly.
> 
> Pre Christmas holidays I was getting an error message I could not 
> interpret. Now I've installed the latest stable version 4.13 and it 
> just dies mid process.
> 
> I'm running on Windows 11 and using open office to manipulate the csv 
> files before trying to import.
> 
> Where can I find a good discussion or indepth material on importing 
> csv files, the expected format for them, ect...?
> 
> 
> Thanks,
> 
> Rudy Beuc
> 
> 
> 
> 
> 
> _______________________________________________
> 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
> -----
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------------------------------

Message: 3
Date: Thu, 19 Jan 2023 08:14:46 -0500
From: Michael or Penny Novack <stepbystepfarm at comcast.net>
To: gnucash-user at gnucash.org
Subject: Re: [GNC] Importing csv files
Message-ID: <3dd979f1-acbb-186d-32d2-694a1f7e0113 at comcast.net>
Content-Type: text/plain; charset=UTF-8; format=flowed

On 1/19/2023 6:27 AM, flywire wrote:
> Make sure you understand what Gnucash offers as it could be a massive 
> downgrade from Quickbooks. I use Quickbooks and GnuCash, each for 
> different books because neither has all the features I need. 
> Specifically, GnuCash does not support classes .......

I used to use Quickbooks. That was a while ago, before the 2006 house fire. Standard double entry bookkeeping. It didn't have "classes" then, although possible it now supports "alternate view of the CoA" (what "classes" would be in double entry) somehow I doubt it, as not traditional in double entry ledger to have more than one view of the ledger hierarchy.

Sure you weren't meaning Quicken (which is not double entry ad which does have "classes")

Michael

------------------------------

Message: 4
Date: Thu, 19 Jan 2023 09:03:26 -0500
From: jhoeter at googlemail.com
To: <gnucash-user at gnucash.org>
Subject: Re: [GNC] 4.13 Version not in downloads
Message-ID: <093c01d92c0e$cd7a7820$686f6860$@gmail.com>
Content-Type: text/plain;	charset="us-ascii"

Resending with .googlemail instead of .gmail. 

From: jhoeter at googlemail.com <jhoeter at googlemail.com>
Sent: Thursday, January 19, 2023 8:55 AM
To: gnucash-user at gnucash.org
Subject: 4.13 Version not in downloads

Hi guys - After decades of using Quicken 2002, it's no longer running on my newer laptops and I need to find a good long-term alternative. GnuCash seems like the right thing, but I'm already struggling with the setup download: It says on Download | GnuCash <https://www.gnucash.org/download.phtml>  that
4.13 is the latest stable version, but once I click on the Windows version, GnuCash - Browse Files at SourceForge.net <https://sourceforge.net/projects/gnucash/files/>  tells me that ".
4.13.setup.exe file could not be found". The latest stable downloadable version I can see is 4.6. Was 4.13 removed for a good reason or just a mistake? Which version should I download (and do I need only the setup file or also the others in the same folder)? Thanks for your help, Jan

------------------------------

Message: 5
Date: Thu, 19 Jan 2023 09:17:30 -0500
From: Glenn Fowler <gfowler1 at outlook.com>
To: jhoeter at googlemail.com
Cc: gnucash-user at gnucash.org
Subject: Re: [GNC] 4.13 Version not in downloads
Message-ID:
	<SJ0PR19MB4445C10C7CB67997669EEF838FC49 at SJ0PR19MB4445.namprd19.prod.outlook.com>

Content-Type: text/plain; charset="UTF-8"

Until that's fixed you can d/l from GitHub:

https://github.com/Gnucash/gnucash/releases/download/4.13/gnucash-4.13.setup.exe

On Thu, Jan 19, 2023 at 9:03 AM Jan via gnucash-user < gnucash-user at gnucash.org> wrote:

> Resending with .googlemail instead of .gmail.
>
>
>
> From: jhoeter at googlemail.com <jhoeter at googlemail.com>
> Sent: Thursday, January 19, 2023 8:55 AM
> To: gnucash-user at gnucash.org
> Subject: 4.13 Version not in downloads
>
>
>
> Hi guys - After decades of using Quicken 2002, it's no longer running 
> on my newer laptops and I need to find a good long-term alternative. 
> GnuCash seems like the right thing, but I'm already struggling with 
> the setup download:
> It
> says on Download | GnuCash <https://www.gnucash.org/download.phtml>  
> that
> 4.13 is the latest stable version, but once I click on the Windows 
> version, GnuCash - Browse Files at SourceForge.net 
> <https://sourceforge.net/projects/gnucash/files/>  tells me that ".
> 4.13.setup.exe file could not be found". The latest stable 
> downloadable version I can see is 4.6. Was 4.13 removed for a good 
> reason or just a mistake? Which version should I download (and do I 
> need only the setup file or also the others in the same folder)? 
> Thanks for your help, Jan
>
> _______________________________________________
> 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.
>

------------------------------

Message: 6
Date: Thu, 19 Jan 2023 18:02:07 +0300
From: "David T." <sunfish62 at yahoo.com>
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
Message-ID: <4f4cac0a-4fc7-4156-8d32-477295b381cc at yahoo.com>
Content-Type: text/plain; charset=UTF-8

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> 
>> _______________________________________________
>> 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:
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>-----
>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.

------------------------------

Message: 7
Date: Thu, 19 Jan 2023 15:41:26 +0000
From: Xe Roy <xeroy at hotmail.com>
To: David T. <sunfish62 at yahoo.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
Message-ID:
	<BLAPR19MB461119FE5B115C3125F84C74B6C49 at BLAPR19MB4611.namprd19.prod.outlook.com>

Content-Type: text/plain; charset="us-ascii"

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:
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-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.

------------------------------

Message: 8
Date: Thu, 19 Jan 2023 18:57:44 +0300
From: "David T." <sunfish62 at yahoo.com>
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
Message-ID: <d4cbf935-0cec-4cf1-b857-e3b7664d9eba at yahoo.com>
Content-Type: text/plain; charset=UTF-8

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> 
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