Thx Adrien. Lottsa stuff to grok there for sure! You know I’m a Quicken simpleton and not a finance guy. I’m using the program successfully for my needs ands it’s just great. The terminology really only gets noticed when, like in this instance, I’m puzzled but something I don’t have an answer for.
> On Sep 19, 2018, at 1:46 PM, Adrien Monteleone > <[email protected]> wrote: > > Jack, > > Consider the practice of always entering your transactions in the register > the money is coming from. (A credit to either an asset such as Checking or > liability such as a credit card) > > This way, one side of the transaction will always be the same. (in that > register) > > Then your autocompletes will make more sense, and if you don’t need what is > filled in, you can simply select the credit split and choose “delete other > splits” to ’start fresh.’ > > Also, note that if you put in a memo on the split, and you are entering a new > split line that has a similar memo, it will autocomplete both the memo and > the expense account. (or whatever that split is) If your memo is similar to a > previous one using the same expense account, but you want to change the memo > slightly, it saves time to let it autocomplete the memo, hit TAB to > autocomplete the account, then SHIFT-TAB back to the memo to edit it. > Otherwise, the new unique memo will require a traversal of the account list > to select the proper one. > > Note, this practice works best with Transaction Journal View on rather than > basic or simple split view mode. You can also turn on Double-Line mode to get > a note field for the entire transaction to use in addition to each split memo. > > Also, if you’re having trouble groking ’transfer’ consider the preference to > ‘Use Formal Accounting Labels.’ Then they will always be labeled Debit/Credit > rather than the various informal labels. Debits *increase* Assets & Expenses. > (You have more or spent more) Credits *increase* Liabilities, Income & > Equity. (You owe more, received more, or are worth more) If it helps to > understand the ‘more’ with respect to positive/negative, consider setting the > preference for “Reverse Balanced Accounts” to ‘Credit accounts’ which will > show all ’normal’ balances in each type as positive. That is, if you owe > money, have received money or are worth anything on net, those accounts will > be positive. If you have assets, or have spent money on expenses, those will > also be positive. > > Regards, > Adrien > >> On Sep 19, 2018, at 12:38 PM, Jack Slater <[email protected]> wrote: >> >> It seems the auto input in this field is inconsistent - at least in the way >> I use it. Following examples from today: >> >> In Account - Checking: >> I enter Walmart in Description, Tab Right, and Transfer (don't understand >> the naming convention) field auto-fills EXPENSES-GROCERIES. I click on the >> drop down and select EXPENSES-CLOTHING, proceed to Tab Right, enter the >> $amount and press Enter to complete the transaction. >> >> The next time I enter Walmart in Description and Tab Right, >> EXPENSES-CLOTHING auto-fills. That's what I would expect. >> >> So Ingredients go to another Account - Sams: >> I enter Sams in Description, Tab Right, and Transfer field auto-fills >> ASSETS-CHECKING. I click on the drop down and select EXPENSES-AUTO-FUEL, >> proceed to Tab Right, enter the $amount and press Enter to complete the >> transaction. >> >> The next time I enter Sams in Description and Tab Right, >> ASSETS-CHECKING auto-fills again! That's NOT what I would expect. What I >> expect from entry example above is EXPENSES-AUTO-FUEL, the last entry I >> made. >> >> I don't know if this is a bug, option setting, or me using the software the >> wrong way, but I would like the actions to be the same all the time. The >> way it is now, leads to entry errors. >> >> Thanks! >> >> Jack in Illinois >> _______________________________________________ >> gnucash-user mailing list >> [email protected] >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> If you are using Nabble or Gmane, please see >> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> ----- >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. >> > > > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
