Re: [GNC] TRANSFER transactions
David Brown, Your post is a bit contradictory. Do you want to "transfer all individual accounts to the single parent account?” or Do you want "to have a single parent and 5 child accounts?” Those are two different things. To accomplish the first, that is, move all transactions from five separate accounts to any other account (combining all 5 into 1) then do as Liz mentioned and delete them. As you do so, you’ll be asked either to assign the transactions to an existing account or delete them entirely. To accomplish the second, which is what it appears you are trying to do, (re-organize the account tree) then simply edit the 5 accounts, make sure their type is consistent with their new parent, and assign the new parent to them. (so they are now child accounts instead of top-level) Regards, Adrien > On Dec 13, 2018, at 9:44 AM, D via gnucash-user > wrote: > > Which is covered in the wiki at > https://wiki.gnucash.org/wiki/Using_GnuCash#Moving_Multiple_Transactions > > David > > On December 13, 2018, at 3:27 PM, Liz wrote: > > On Thu, 13 Dec 2018 09:33:13 - > wrote: > >> Thursday 13th Dec >> I have set up 5 accounts to allocate particular categories of >> transactions. They are each top of the tree. >> I want to have a single parent and 5 child accounts. How can I >> transfer all individual accounts to the single parent account without >> changing each transaction manually. >> In the "Accounts" tab I can right click on an expense account and the >> option to "Transfer Funds" dialog box appears. It is not clear to me >> and find difficulty in finding the same in the help documentation. >> Kind regards >> >> David >> >> > By being cunning, and using the feature which reallocates all the > transactions to another account when you delete an account with > transactions. > > Liz > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > 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 > gnucash-user@gnucash.org > 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 gnucash-user@gnucash.org 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.
Re: [GNC] TRANSFER transactions
On 12/13/18 2:06 AM, Maf. King wrote: On Thursday, 13 December 2018 09:33:13 GMT davidbrown.r...@photos.bozeat.biz wrote: Thursday 13th Dec I have set up 5 accounts to allocate particular categories of transactions. They are each top of the tree. I want to have a single parent and 5 child accounts. How can I transfer all individual accounts to the single parent account without changing each transaction manually. In the "Accounts" tab I can right click on an expense account and the option to "Transfer Funds" dialog box appears. It is not clear to me and find difficulty in finding the same in the help documentation. Kind regards David Hi David, You can edit the accounts to re-parent them. From the chart of accounts view, select one of the "child" accounts, then Edit -> Edit Account. In the dialogue box that appeared, in the bottom right corner, there is a box to specify the parent account - the rest should be obvious. You'll have to do that for each account you wish to re-parent. HTH, Maf. I've done this several times and it works well. --Steve PS Perhaps more cunning than deleting the account and watching the transactions get re-homed. -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org 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.
Re: [GNC] TRANSFER transactions
Which is covered in the wiki at https://wiki.gnucash.org/wiki/Using_GnuCash#Moving_Multiple_Transactions David On December 13, 2018, at 3:27 PM, Liz wrote: On Thu, 13 Dec 2018 09:33:13 - wrote: > Thursday 13th Dec > I have set up 5 accounts to allocate particular categories of > transactions. They are each top of the tree. > I want to have a single parent and 5 child accounts. How can I > transfer all individual accounts to the single parent account without > changing each transaction manually. > In the "Accounts" tab I can right click on an expense account and the > option to "Transfer Funds" dialog box appears. It is not clear to me > and find difficulty in finding the same in the help documentation. > Kind regards > > David > > By being cunning, and using the feature which reallocates all the transactions to another account when you delete an account with transactions. Liz ___ gnucash-user mailing list gnucash-user@gnucash.org 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 gnucash-user@gnucash.org 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.
Re: [GNC] TRANSFER transactions
Thanks Liz, being cunning sounds a plan ... not always the obvious but thinking outside the box is good!! Will "SaveAs" and have a go at that. David -Original Message- From: gnucash-user On Behalf Of Liz Sent: 13 December 2018 09:56 To: gnucash-user@gnucash.org Subject: Re: [GNC] TRANSFER transactions On Thu, 13 Dec 2018 09:33:13 - wrote: > Thursday 13th Dec > I have set up 5 accounts to allocate particular categories of > transactions. They are each top of the tree. > I want to have a single parent and 5 child accounts. How can I > transfer all individual accounts to the single parent account without > changing each transaction manually. > In the "Accounts" tab I can right click on an expense account and the > option to "Transfer Funds" dialog box appears. It is not clear to me > and find difficulty in finding the same in the help documentation. > Kind regards > > David > > By being cunning, and using the feature which reallocates all the transactions to another account when you delete an account with transactions. Liz ___ gnucash-user mailing list gnucash-user@gnucash.org 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 gnucash-user@gnucash.org 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.
Re: [GNC] TRANSFER transactions
On Thursday, 13 December 2018 09:33:13 GMT davidbrown.r...@photos.bozeat.biz wrote: > Thursday 13th Dec > I have set up 5 accounts to allocate particular categories of transactions. > They are each top of the tree. > I want to have a single parent and 5 child accounts. How can I transfer all > individual accounts to the single parent account without changing each > transaction manually. > In the "Accounts" tab I can right click on an expense account and the option > to "Transfer Funds" dialog box appears. It is not clear to me and find > difficulty in finding the same in the help documentation. > Kind regards > > David > Hi David, You can edit the accounts to re-parent them. From the chart of accounts view, select one of the "child" accounts, then Edit -> Edit Account. In the dialogue box that appeared, in the bottom right corner, there is a box to specify the parent account - the rest should be obvious. You'll have to do that for each account you wish to re-parent. HTH, Maf. ___ gnucash-user mailing list gnucash-user@gnucash.org 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.
Re: [GNC] TRANSFER transactions
On Thu, 13 Dec 2018 09:33:13 - wrote: > Thursday 13th Dec > I have set up 5 accounts to allocate particular categories of > transactions. They are each top of the tree. > I want to have a single parent and 5 child accounts. How can I > transfer all individual accounts to the single parent account without > changing each transaction manually. > In the "Accounts" tab I can right click on an expense account and the > option to "Transfer Funds" dialog box appears. It is not clear to me > and find difficulty in finding the same in the help documentation. > Kind regards > > David > > By being cunning, and using the feature which reallocates all the transactions to another account when you delete an account with transactions. Liz ___ gnucash-user mailing list gnucash-user@gnucash.org 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.
Re: [GNC] TRANSFER transactions
Thursday 13th Dec I have set up 5 accounts to allocate particular categories of transactions. They are each top of the tree. I want to have a single parent and 5 child accounts. How can I transfer all individual accounts to the single parent account without changing each transaction manually. In the "Accounts" tab I can right click on an expense account and the option to "Transfer Funds" dialog box appears. It is not clear to me and find difficulty in finding the same in the help documentation. Kind regards David ___ gnucash-user mailing list gnucash-user@gnucash.org 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.
