Steve, Ahhh... It worked beautifully. Now the way I want it. Schwab, here I come. Thank you.
Jeff Earickson On Thu, May 2, 2019 at 8:45 PM Stephen M. Butler <[email protected]> wrote: > On 5/2/19 5:20 PM, Jeff Earickson wrote: > > All, > > > > I stared at the FAQ "How can I reorder accounts in the account tree?" and > > searched the archives, but remain stumped. > > > > A while back I opened a Schwab checking account, and I've got a couple of > > years worth of transactions in it. Now I want to reorder the account > > structure from: > > > > Schwab..... $xxx.xx (a simple account with some money in it and s > > transaction history) > > > > to > > > > Schwab (a folder) > > Checking... (same as above, with all of the transactions carried > > down) > > Brokerage (new folder) > > (new sub-accounts under here) > > > > I tried editing account names by sticking in "::", eg trying to change > > "Schwab" to Schwab::Checking" but that didn't fly. Any way to do this? > > I would start by editing the existing Schwab account and change the name > to Schwab-Checking (will make other changes a few steps down). > > Next create a new Schwab account marking it as a placeholder. > > Here I would edit the Schwab-Checking account to make it a child of the > newly created Schwab account. Probably change the name to its final > form at the same time. > > Now create the new Brokerage folder as a child to the new Schwab account. > > Add sub-folders as desired under the Brokerage folder. > > > It's a multi-step process but all in the accounts page and just > edit/create as needed. The hangup is you need to get the existing > Schwab account out of the way (new temp name) in order to create it's > new parent that has it's name. > > --Steve > > -- > Stephen M Butler, PMP, PSM > [email protected] > [email protected] > 253-350-0166 > ------------------------------------------- > GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 > > > _______________________________________________ > 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. > -- --- Jeff Earickson _______________________________________________ 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.
