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

Stan Brown (using GC 4.14) stan+gc at fastmail.fm
Sat Sep 23 13:25:08 EDT 2023


On 2023-09-23 08:55, Jan via gnucash-user wrote:
> Just trying it one more time, in case somebody knows the answer. Thanks in
> advance, Jan

You got some suggestions when you posted this before. Did you try them?

I think your best solution -- maybe your only solution -- is to work in
the General Journal.

Auto-completion of new transactions references anything in the current
view of the General Journal. Once a new transaction has been created by
auto-completion, you can edit it just like any other transaction in the
General Journal. All splits are visible and remain where they are even
if you change the account in a split.(*)

If you want older transactions to provide the source of auto-completion,
once you have opened General Journal click View » Filter By, and be sure
to tick the Save Filter box.

(*) This is not necessarily true in the account registers. Suppose you
are working in the register for Account A, and you see all splits
because your view is Auto-Split or Transaction Journal, or because you
have clicked the Split button for a particular transaction. At least one
split in that transaction will reference account A, and it is said to
"anchor" the transaction to Account A. If only one split in a particular
transaction references Account A -- the usual case -- and you change
Account A in that split to reference some other account, the transaction
will disappear from Account A's register and appear in the other
account's register.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com/


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