moving transactions between accounts

[glenn]

hi
I've just imported my bank statement using QIF - somewhere along the way
I've ended up with a second instance of my libilities hierachy (actually
3 if you count the liablities2 tree that got created) - possible due to
consuming wild turkey while selecting accounts.
I want to move the transactions from the credit card under the second
tree, into the credit card in the original tree. I'm tempted to hack at
the xml file, but is there a more 'civilised' approach I should take?
Thanks all
Glenn

[Jon Lapham]

Post by glenn
hi
I've just imported my bank statement using QIF - somewhere along the way
I've ended up with a second instance of my libilities hierachy (actually
3 if you count the liablities2 tree that got created) - possible due to
consuming wild turkey while selecting accounts.
I want to move the transactions from the credit card under the second
tree, into the credit card in the original tree. I'm tempted to hack at
the xml file, but is there a more 'civilised' approach I should take?

Glenn-

I think we cover this once... checking old emails... ah, there it is,
and we even put it as a FAQ:

B.3.1. Q: How can I move the transactions from account A into account B,
thus combining them?

http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html

The solution isn't pretty, but it is the best you can do for now. Does
that help?

[Kaaren Shalom & Richard Gilligan]

Glen,

I have rewritten the FAQ for this question to clarify and extend. If
it appears improved to your "new user eyes" maybe Jon and the doc
squad will adopt it.

From
<http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html>

B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?

<Current answer>
A: There is no easy way to do this, you will need to change every
transaction reference for account A to account B. Use the "Find
Transactions" feature and search for splits where Account = account A.
This will list all of them in a single journal-style register window
where you can actually edit the accounts. Change the transfer account
in each from A to B. As you edit the transactions they will be removed
from the register. When the register is empty, account A will be empty
and you can remove it.
</Current answer>

<Proposed Answer>
A: At present, Gnucash does not offer a way to move groups of splits
from one account to another. You will need to move them one at a time.
Open the register for account A and select
Menu>View>Style>Transaction_Journal to expose all the splits. For
every split where the "Account" field shows account A reset it to
account B. The transactions will disappear from the A register (and
reappear instantly in the B register if you happen to have it open.)

Be careful! If you inadvertently reset the "Account" field to some
other account, you will need luck to correct your mistake. For this
reason, if you need to move more than a few splits it is safer to open
registers for both account A and B and use Menu>Edit>Cut_Transaction
and Menu>Edit>Paste_Transaction. This will do what you want and
because the end points of the move are predetermined there is no danger
that transactions will get dropped accidentally into unknowable
accounts.
</Proposed Answer>

Thanks,

Richard

Post by Jon Lapham

Post by glenn
hi
I've just imported my bank statement using QIF - somewhere along the way
I've ended up with a second instance of my libilities hierachy (actually
3 if you count the liablities2 tree that got created) - possible due to
consuming wild turkey while selecting accounts. I want to move the
transactions from the credit card under the second
tree, into the credit card in the original tree. I'm tempted to hack at
the xml file, but is there a more 'civilised' approach I should take?

Glenn-
I think we cover this once... checking old emails... ah, there it is,
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html
The solution isn't pretty, but it is the best you can do for now.
Does that help?
--
-**-*-*---*-*---*-*---*-----*-*-----*---*-*---*-----*-----*-*-----*---
Work: Extracta Moléculas Naturais SA http://www.extracta.com.br/
Web: http://www.jandr.org/
***-*--*----*-------*------------*--------------------*---------------
_______________________________________________
gnucash-user mailing list
http://www.gnucash.org/cgi-bin/mailman/listinfo/gnucash-user

[doug foskey]

Post by Kaaren Shalom & Richard Gilligan
Glen,
I have rewritten the FAQ for this question to clarify and extend. If
it appears improved to your "new user eyes" maybe Jon and the doc
squad will adopt it.
From
<http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html>
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
<Current answer>
A: There is no easy way to do this, you will need to change every
transaction reference for account A to account B. Use the "Find
Transactions" feature and search for splits where Account = account A.
This will list all of them in a single journal-style register window
where you can actually edit the accounts. Change the transfer account
in each from A to B. As you edit the transactions they will be removed
from the register. When the register is empty, account A will be empty
and you can remove it.
</Current answer>
<Proposed Answer>
A: At present, Gnucash does not offer a way to move groups of splits
from one account to another. You will need to move them one at a time.
Open the register for account A and select
Menu>View>Style>Transaction_Journal to expose all the splits. For
every split where the "Account" field shows account A reset it to
account B. The transactions will disappear from the A register (and
reappear instantly in the B register if you happen to have it open.)
Be careful! If you inadvertently reset the "Account" field to some
other account, you will need luck to correct your mistake. For this
reason, if you need to move more than a few splits it is safer to open
registers for both account A and B and use Menu>Edit>Cut_Transaction
and Menu>Edit>Paste_Transaction. This will do what you want and
because the end points of the move are predetermined there is no danger
that transactions will get dropped accidentally into unknowable
accounts.
</Proposed Answer>
Thanks,
Richard

Post by Jon Lapham

Post by glenn
hi
I've just imported my bank statement using QIF - somewhere along the way
I've ended up with a second instance of my libilities hierachy (actually
3 if you count the liablities2 tree that got created) - possible due to
consuming wild turkey while selecting accounts. I want to move the
transactions from the credit card under the second
tree, into the credit card in the original tree. I'm tempted to hack at
the xml file, but is there a more 'civilised' approach I should take?

Glenn-
I think we cover this once... checking old emails... ah, there it is,
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html
The solution isn't pretty, but it is the best you can do for now.
Does that help?
--
-**-*-*---*-*---*-*---*-----*-*-----*---*-*---*-----*-----*-*-----*---
Work: Extracta Moléculas Naturais SA http://www.extracta.com.br/
Web: http://www.jandr.org/
***-*--*----*-------*------------*--------------------*---------------

The only comment I may suggest adding, is that a whole account can be moved
under an existing account using the edit accounts menu. (open the accounts
tree, then select the account to be moved & go to edit on the toolbar, then
edit the account details to move the account to the new location) I have used
this to move accounts completely, as then you open the splits, & only remove
the sub-account from the end. Once empty, the account can be removed.
(not really clear: maybe someone can translate what I am trying to say??)

regards Doug

[Kaaren Shalom & Richard Gilligan]

I have tried to tuck doug's suggestion into the proposed answer below.

-Richard

On Tuesday 16 September 2003 06:47 am, Kaaren Shalom & Richard

Post by Kaaren Shalom & Richard Gilligan
Glen,
I have rewritten the FAQ for this question to clarify and extend. If
it appears improved to your "new user eyes" maybe Jon and the doc
squad will adopt it.
From
<http://www.gnucash.org/docs/v1.8/C/gnucash-guide/
appendixb_using.html>
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
<Current answer>
A: There is no easy way to do this, you will need to change every
transaction reference for account A to account B. Use the "Find
Transactions" feature and search for splits where Account = account A.
This will list all of them in a single journal-style register window
where you can actually edit the accounts. Change the transfer account
in each from A to B. As you edit the transactions they will be removed
from the register. When the register is empty, account A will be empty
and you can remove it.
</Current answer>
<Proposed Answer>
A: At present, Gnucash does not offer a way to move groups of splits
from one account to another. You will need to move them one at a time.
Open the register for account A and select
Menu>View>Style>Transaction_Journal to expose all the splits. For
every split where the "Account" field shows account A reset it to
account B. The transactions will disappear from the A register (and
reappear instantly in the B register if you happen to have it open.)
Be careful! If you inadvertently reset the "Account" field to some
other account, you will need luck to correct your mistake. For this
reason, if you need to move more than a few splits it is safer to open
registers for both account A and B and use Menu>Edit>Cut_Transaction
and Menu>Edit>Paste_Transaction. This will do what you want and
because the end points of the move are predetermined there is no danger
that transactions will get dropped accidentally into unknowable
accounts.

Another way to reduce the risk of misplacing splits while transfering
is to change the "parent account" property for account A to make it a
child of account B. Because the end points of the move will now appear
very close together in the list of accounts, the process of resetting
the "Account" field of a split will be faster and less error prone.

Post by Kaaren Shalom & Richard Gilligan
</Proposed Answer>
Thanks,
Richard

Post by Jon Lapham

Post by glenn
hi
I've just imported my bank statement using QIF - somewhere along the way
I've ended up with a second instance of my libilities hierachy (actually
3 if you count the liablities2 tree that got created) - possible due to
consuming wild turkey while selecting accounts. I want to move the
transactions from the credit card under the second
tree, into the credit card in the original tree. I'm tempted to hack at
the xml file, but is there a more 'civilised' approach I should take?

Glenn-
I think we cover this once... checking old emails... ah, there it is,
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html
The solution isn't pretty, but it is the best you can do for now.
Does that help?
--
-**-*-*---*-*---*-*---*-----*-*-----*---*-*---*-----*-----*-*-----
*---
Work: Extracta Moléculas Naturais SA http://www.extracta.com.br/
Web: http://www.jandr.org/
***-*--*----*-------*------------*--------------------
*---------------

The only comment I may suggest adding, is that a whole account can be moved
under an existing account using the edit accounts menu. (open the accounts
tree, then select the account to be moved & go to edit on the toolbar, then
edit the account details to move the account to the new location) I have used
this to move accounts completely, as then you open the splits, & only remove
the sub-account from the end. Once empty, the account can be removed.
(not really clear: maybe someone can translate what I am trying to say??)
regards Doug

[Rick Ziegler]

When relocating transactions en masse, I usually put the destination
account name in the clipborard with CTRL-C. Then I simply highlight the
source account in the register by clicking on it, and then CTRL-v
replaces the source account. Pressing enter then moves the transaction
out of the register.

This simple technique is less prone to error.

-regards
Rick

Post by Kaaren Shalom & Richard Gilligan
I have tried to tuck doug's suggestion into the proposed answer below.
-Richard

On Tuesday 16 September 2003 06:47 am, Kaaren Shalom & Richard

Post by Kaaren Shalom & Richard Gilligan
Glen,
I have rewritten the FAQ for this question to clarify and extend. If
it appears improved to your "new user eyes" maybe Jon and the doc
squad will adopt it.
From
<http://www.gnucash.org/docs/v1.8/C/gnucash-guide/
appendixb_using.html>
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
<Current answer>
A: There is no easy way to do this, you will need to change every
transaction reference for account A to account B. Use the "Find
Transactions" feature and search for splits where Account = account A.
This will list all of them in a single journal-style register window
where you can actually edit the accounts. Change the transfer account
in each from A to B. As you edit the transactions they will be removed
from the register. When the register is empty, account A will be empty
and you can remove it.
</Current answer>
<Proposed Answer>
A: At present, Gnucash does not offer a way to move groups of splits
from one account to another. You will need to move them one at a time.
Open the register for account A and select
Menu>View>Style>Transaction_Journal to expose all the splits. For
every split where the "Account" field shows account A reset it to
account B. The transactions will disappear from the A register (and
reappear instantly in the B register if you happen to have it open.)
Be careful! If you inadvertently reset the "Account" field to some
other account, you will need luck to correct your mistake. For this
reason, if you need to move more than a few splits it is safer to open
registers for both account A and B and use Menu>Edit>Cut_Transaction
and Menu>Edit>Paste_Transaction. This will do what you want and
because the end points of the move are predetermined there is no danger
that transactions will get dropped accidentally into unknowable
accounts.

Another way to reduce the risk of misplacing splits while transfering
is to change the "parent account" property for account A to make it a
child of account B. Because the end points of the move will now
appear very close together in the list of accounts, the process of
resetting the "Account" field of a split will be faster and less
error prone.

Post by Kaaren Shalom & Richard Gilligan
</Proposed Answer>
Thanks,
Richard

Post by Jon Lapham

Post by glenn
hi
I've just imported my bank statement using QIF - somewhere along the way
I've ended up with a second instance of my libilities hierachy (actually
3 if you count the liablities2 tree that got created) - possible due to
consuming wild turkey while selecting accounts. I want to move the
transactions from the credit card under the second
tree, into the credit card in the original tree. I'm tempted to hack at
the xml file, but is there a more 'civilised' approach I should take?

Glenn-
I think we cover this once... checking old emails... ah, there it is,
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html
The solution isn't pretty, but it is the best you can do for now.
Does that help?
--
-**-*-*---*-*---*-*---*-----*-*-----*---*-*---*-----*-----*-*-----
*---
Work: Extracta Moléculas Naturais SA http://www.extracta.com.br/
Web: http://www.jandr.org/
***-*--*----*-------*------------*--------------------
*---------------

The only comment I may suggest adding, is that a whole account can
be moved
under an existing account using the edit accounts menu. (open the accounts
tree, then select the account to be moved & go to edit on the
toolbar, then
edit the account details to move the account to the new location) I have used
this to move accounts completely, as then you open the splits, &
only remove
the sub-account from the end. Once empty, the account can be removed.
(not really clear: maybe someone can translate what I am trying
to say??)
regards Doug

_______________________________________________
gnucash-user mailing list
http://www.gnucash.org/cgi-bin/mailman/listinfo/gnucash-user

[Kaaren Shalom & Richard Gilligan]

The new FAQ answer proposed below is based on the fast, safe, simple
and obviously correct approach Rick described.

Post by Rick Ziegler
When relocating transactions en masse, I usually put the destination
account name in the clipborard with CTRL-C. Then I simply highlight
the source account in the register by clicking on it, and then CTRL-v
replaces the source account. Pressing enter then moves the
transaction out of the register.
This simple technique is less prone to error.
-regards
Rick

From
<http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html>

B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?

<Current answer>
A: There is no easy way to do this, you will need to change every
transaction reference for account A to account B. Use the "Find
Transactions" feature and search for splits where Account = account A.
This will list all of them in a single journal-style register window
where you can actually edit the accounts. Change the transfer account
in each from A to B. As you edit the transactions they will be removed
from the register. When the register is empty, account A will be empty
and you can remove it.
</Current answer>

<Proposed Answer>
A: At present, Gnucash does not offer a way to move groups of splits
from one account to another. You will need to move them one at a time.
Open the register for account A and select
Menu>View>Style>Transaction_Journal to expose all the splits. For
every split where the "Account" field shows account A reset it to
account B. To do this quickly and safely, first use <CTRL-c> to COPY
the destination account name ("account B ") to the clipboard. Then
HIGHLIGHT each reference to account A by double clicking on it and use
<CTRL-v> to PASTE the destination account name. Pressing <ENTER> after
each PASTE silently moves the transaction out of the register.

Be careful! If you inadvertently reset the "Account" field to some
other account, you will need luck to correct your mistake.
</Proposed Answer>

Thanks,

Richard

[Jon Lapham]

Post by Jon Lapham
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
<Current answer> A: There is no easy way to do this, you will need to
change every transaction reference for account A to account B. Use
the "Find Transactions" feature and search for splits where Account =
account A. This will list all of them in a single journal-style
register window where you can actually edit the accounts. Change the
transfer account in each from A to B. As you edit the transactions
they will be removed from the register. When the register is empty,
account A will be empty and you can remove it. </Current answer>
<Proposed Answer> A: At present, Gnucash does not offer a way to move
groups of splits from one account to another. You will need to move
them one at a time. Open the register for account A and select
Menu>View>Style>Transaction_Journal to expose all the splits. For
every split where the "Account" field shows account A reset it to
account B. To do this quickly and safely, first use <CTRL-c> to COPY
the destination account name ("account B ") to the clipboard. Then
HIGHLIGHT each reference to account A by double clicking on it and
use <CTRL-v> to PASTE the destination account name. Pressing <ENTER>
after each PASTE silently moves the transaction out of the register.
Be careful! If you inadvertently reset the "Account" field to some
other account, you will need luck to correct your mistake. </Proposed
Answer>

Looks fine to me. I've added this text to my local copy of the FAQ.
I'll wait a few days before committing, just to see if anyone has any
further comments.

Derek, you were the person that came up with the original answer, do you
have any problem with this new version?

[Derek Atkins]

Post by Jon Lapham
Derek, you were the person that came up with the original answer, do
you have any problem with this new version?

Sounds fine to me.

-derek

[Jon Lapham]

Post by Derek Atkins

Post by Jon Lapham
Derek, you were the person that came up with the original answer, do
you have any problem with this new version?

Sounds fine to me.

Okay, committed. It isn't exactly the same as what was suggested on the
list, so all interested parties should take a look... specifically I
changed the last sentence a bit and added some XML highlighting sugar.

http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html

B.3.1. Q: How can I move the transactions from account A into account B,
thus combining them?

A: At present, Gnucash does not offer a way to move groups of splits
from one account to another. You will need to move them one at a time.
Open the register for account A and select the pulldown menu item View
-> Style -> Transaction Journal to expose all the splits. For every
split where the "Account" field shows account A reset it to account B.
To do this quickly and safely, first use CTRL-c to copy the destination
account name ("account B ") to the clipboard. Then highlight each
reference to account A by double clicking on it and use CTRL-v to paste
the destination account name. Pressing Enter after each paste silently
moves the transaction out of the register.

Be careful! If you inadvertently set the "Account" field to an
unintended location, you will need to search through all your accounts
to find the lost transaction to correct your mistake.

[doug foskey]

Post by Kaaren Shalom & Richard Gilligan
I have tried to tuck doug's suggestion into the proposed answer below.
-Richard

On Tuesday 16 September 2003 06:47 am, Kaaren Shalom & Richard

Post by Kaaren Shalom & Richard Gilligan
Glen,
I have rewritten the FAQ for this question to clarify and extend. If
it appears improved to your "new user eyes" maybe Jon and the doc
squad will adopt it.
From
<http://www.gnucash.org/docs/v1.8/C/gnucash-guide/
appendixb_using.html>
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
<Current answer>
A: There is no easy way to do this, you will need to change every
transaction reference for account A to account B. Use the "Find
Transactions" feature and search for splits where Account = account A.
This will list all of them in a single journal-style register window
where you can actually edit the accounts. Change the transfer account
in each from A to B. As you edit the transactions they will be removed
from the register. When the register is empty, account A will be empty
and you can remove it.
</Current answer>
<Proposed Answer>
A: At present, Gnucash does not offer a way to move groups of splits
from one account to another. You will need to move them one at a time.
Open the register for account A and select
Menu>View>Style>Transaction_Journal to expose all the splits. For
every split where the "Account" field shows account A reset it to
account B. The transactions will disappear from the A register (and
reappear instantly in the B register if you happen to have it open.)
Be careful! If you inadvertently reset the "Account" field to some
other account, you will need luck to correct your mistake. For this
reason, if you need to move more than a few splits it is safer to open
registers for both account A and B and use Menu>Edit>Cut_Transaction
and Menu>Edit>Paste_Transaction. This will do what you want and
because the end points of the move are predetermined there is no danger
that transactions will get dropped accidentally into unknowable
accounts.

Another way to reduce the risk of misplacing splits while transfering
is to change the "parent account" property for account A to make it a
child of account B. Because the end points of the move will now appear
very close together in the list of accounts, the process of resetting
the "Account" field of a split will be faster and less error prone.

Post by Kaaren Shalom & Richard Gilligan
</Proposed Answer>
Thanks,
Richard

Post by Jon Lapham

Post by glenn
hi
I've just imported my bank statement using QIF - somewhere along the way
I've ended up with a second instance of my libilities hierachy (actually
3 if you count the liablities2 tree that got created) - possible due to
consuming wild turkey while selecting accounts. I want to move the
transactions from the credit card under the second
tree, into the credit card in the original tree. I'm tempted to hack at
the xml file, but is there a more 'civilised' approach I should take?

Glenn-
I think we cover this once... checking old emails... ah, there it is,
B.3.1. Q: How can I move the transactions from account A into account
B, thus combining them?
http://www.gnucash.org/docs/v1.8/C/gnucash-guide/appendixb_using.html
The solution isn't pretty, but it is the best you can do for now.
Does that help?
--
-**-*-*---*-*---*-*---*-----*-*-----*---*-*---*-----*-----*-*-----
*---
Work: Extracta Moléculas Naturais SA http://www.extracta.com.br/
Web: http://www.jandr.org/
***-*--*----*-------*------------*--------------------
*---------------

The only comment I may suggest adding, is that a whole account can be moved
under an existing account using the edit accounts menu. (open the accounts
tree, then select the account to be moved & go to edit on the toolbar, then
edit the account details to move the account to the new location) I have used
this to move accounts completely, as then you open the splits, & only remove
the sub-account from the end. Once empty, the account can be removed.
(not really clear: maybe someone can translate what I am trying to say??)
regards Doug

Sounds Good.

regards Doug