[GNC] Split Transactions Version 5.6
Jim DeLaHunt
list+gnucash at jdlh.com
Wed Apr 10 20:18:20 EDT 2024
Kevin:
> …this term was used to signify a single transaction, say from the
Checking Account, to two different categories, say Household and
Groceries. Is there a term for this in GnuCash and can it be done here?
Yes, and yes. The answers are in the /GnuCash Tutorial and Concepts
Guide/, section 2.9 *Transactions* . Links are in the earlier message,
below. Once you have read that, if you have questions which the
documentation does not answer, I look forward to your clarification
questions here.
Best regards,
—Jim DeLaHunt
On 2024-04-10 16:11, Kevin Wilcoxon via gnucash-user wrote:
> Thank you both for your responses. I see I have been using the term
> "split transaction" wrong. I was using Ace Money where this term was
> used to signify a single transaction, say from the Checking Account,
> to two different categories, say Household and Groceries. Is there a
> term for this in GnuCash and can it be done here?
>
> Thanks Again
> Kevin
>
> On 4/10/24 12:43 PM, Jim DeLaHunt wrote:
>> Welcome to GnuCash, Kevin!
>>
>> In addition to Mark's helpful answer, I direct your attention to the
>> documentation. In particular, have another look at the /GnuCash
>> Tutorial and Concepts Guide/, section 2.9 *Transactions* .
>>
>> Section 2.9.3 *Simple vs. Split Transactions*
>> <https://www.gnucash.org/docs/v5/C/gnucash-guide/chapter_txns.html#txns-registers-txntypes>
>> explains how to use the Split button to see multiple splits, and
>> shows an example of a multi-split transaction.
>>
>> Section 2.9.2. *The Account Register*
>> <https://www.gnucash.org/docs/v5/C/gnucash-guide/chapter_txns.html#txns-register-oview>
>> explains how to use the View menu to select register styles, such as
>> "Auot-Split Ledger" or "Transaction Journal", to work with splits
>> more clearly.
>>
>> Best regards,
>> —Jim DeLaHunt
>>
>> On 2024-04-10 12:33, Mark at Lorimark wrote:
>>> Hi Kevin,
>>>
>>> (not an expert)
>>>
>>> When you open the 'checking' register, and put in a transaction, you
>>> assign that transaction to another account.
>>>
>>> Example:
>>> 1. open 'checking'
>>> 2. enter an item
>>> 3. set the "Transfer" column to the proper account
>>> a. electricity
>>> b. phone
>>> c. school taxes
>>>
>>> You NOW have a "split". The "checking" account is on one side, the
>>> "other" account is on the other side. That's a split!
>>>
>>> If you want to make a 'multi-split' then there's a button in the
>>> register that you can hit to show the 'splits'. When this view is
>>> showing, then you can take that one check and assign it to multiple
>>> other accounts to split it in multiple ways.
>>>
>>> HTH
>>>
>>> ~mark petryk
>>> ~w:http://www.lorimarksolutions.com
>>>
>>> On 4/10/24 14:26, Kevin Wilcoxon via gnucash-user wrote:
>>>> Newbie here. You're a very sophisticated group! I believe I have
>>>> mastered all the tasks I need in GnuCash 5.6 except creating split
>>>> transactions. I've tried searching the internet and following
>>>> instructions without sucess. Would some wise user please provide
>>>> simple and workable instructions to enter these split transactions,
>>>> or point me to where I can find them.
>>>>
>>>> Thank you very much
>>>> Kevin Wilcoxon
>>>>
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