[GNC] Batch transfer from one expense category to another.
sunfish62 at yahoo.com
sunfish62 at yahoo.com
Tue Feb 11 04:21:20 EST 2025
I'd go a different route. In your register window sorted by description so the following:
1) Edit one transaction with the new account, and before leaving, CTRL-C the complete transfer account name. Save the transaction. It will disappear from the register.
2) I'm the next transaction, highlight the transfer field, press CTRL-V to paste the new account name, and press enter several times to commit the transaction.
Repeat step 2 until all phone transactions are gone from the register.
Although it sounds odious, this process can go pretty quickly.
David T.
On Feb 11, 2025, 11:18 AM, at 11:18 AM, Geoff <cleanoutmyshed at gmail.com> wrote:
>Hi Adrian
>
>Unless you are comfortable saving your data into an SQL database (eg
>SQLite) and doing manipulation using SQL queries, your suggestion of
>exporting, manipulating, and reimporting is the best solution.
>
>I suggest you:
>(a) Take a backup
>(b) Export all transactions in your Utilities Account
>(c) Rename the Account to Utilities-OLD
>(d) Import your modified transactions
>(e) Check that Utilities + Phone = Utilities-OLD
>(f) Delete the Utilities-OLD Account.
>
>Regards
>
>Geoff
>=====
>
>On 11/02/2025 6:47 pm, Adrian Holbrook wrote:
>> I have a number of entries that I have classified under the expense
>category "Utilities". I now wish to remove all my phone payments from
>that category and have a new category for "Phone". The description for
>all these entries is the same so I have sorted by description and am
>laboriously going through 20 years of records to transfer each one
>individually. Is there a way of doing this as a batch process? I have
>thought of exporting the transactions as a CSV file, importing into
>Excel, filtering them and editing the transactions and importing back
>into Gnucash.
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