[GNC] Automatic population of posting values based on description ACROSS accounts

R Losey rlosey at gmail.com
Sat Sep 16 19:07:23 EDT 2023


On Sat, Sep 16, 2023 at 4:31 PM Stan Brown (using GC 4.14) <
stan+gc at fastmail.fm> wrote:

> On 2023-09-16 13:31, R Losey wrote:
>
> > There are functions to Cut, Copy, and Paste Transactions... I use them
> when
> > I find I have posted a transaction to the wrong credit card account.
>
> For those who may not know ... It's also possible simply to change the
> wrong credit card to the right one, directly in the original
> transaction. If you do it in the account register for the wrong account,
> the transaction will disappear from that register (and appear in the
> correct account's register, if you have it open) as soon as you press
> Enter to commit the transaction.
>
> There are two main philosophies around correcting transactions. One
> thinks in pen-and-ink terms and so will enter a correcting transaction:
> in the case of a credit-card transaction that means a debit to the wrong
> account and credit to the correct account. The other will correct an
> error by editing the original transaction as outlined above. (Some
> people will edit a recent transaction but not a transaction that was
> entered months ago. That's my own approach.)
>
> For people's personal finances, it's a matter of taste which approach to
> use. I just mentioned editing an old transaction as another possibility.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com/
>

While I know I can do this, I just keep forgetting to use it when I put a
transaction in the wrong account.

Personally, I consider using the wrong account akin to a typographical
error, and I don't have a problem editing it correctly, as long as that
account has not been reconciled... and usually, reconciliation is when I
find I made the error.


-- 
_________________________________
Richard Losey
rlosey at gmail.com
Micah 6:8


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