Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

There is also a menu item in GnuCash under Transaction that allows one to cut and paste it; I've used that to move transactions to the proper account. On Fri, Jan 20, 2023 at 3:33 PM Kalpesh Patel wrote: > Since there are more than two ways suggested, I was highlighting the > pitfall > -- if

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Since there are more than two ways suggested, I was highlighting the pitfall -- if delete route was used instead of simply changing its parent -- that it does not delete all transactions that are present in the latter account before reassigning the transactions from the former account to latter

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

On 1/19/2023 12:44 PM, Kalpesh Patel wrote: Just to add a bit of clarification to this, if you do decide to go with the delete route, transactions that are in the former account are merged into latter one. Uh if your intent is to MOVE an account to a  different place in the CoA, simply

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Sorry, trying again (and I have NOT been drinking...) Highlight your top level Credit Card. Now, go to the top of the screen and choose "Edit". You will get a pop up where you can enter Liabilities as the Parent account for Credit Card. Done. On Thu, Jan 19, 2023 at 2:38 PM Phyllis Bruce

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

It should be easy enough to make Liabilities the . Make Credit Cards by highlighting you top level account of Credit Cards. Go to the bottom of the pop up screen and make Liabilities the Parent Account of Credit Card. Done. On Thu, Jan 19, 2023 at 9:41 AM Xe Roy wrote: > David T. > >

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Just to add a bit of clarification to this, if you do decide to go with the delete route, transactions that are in the former account are merged into latter one. > -- > > Message: 1 > Date: Thu, 19 Jan 2023 16:19:09 + >

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Xe Roy, David T. method is correct and best, but if you have already crested Liabilities:Credit Cards:Visa, you can also find the account in the Chart of Accounts page and select delete. Gnucash will ask what account you want to move the transactions to and you can select the new account.

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Assuming you have the Liabilities and Credit Cards accounts created, it's simple.  From the Chart of Accounts page, select the account you want to move (e.g., Visa) click the edit button, locate the Parent Account, change it to Liabilities:Credit Cards, and click Save. Done. ⁣David T. ​ On

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

David T. Thanks. Your advice makes sense. Since I have already created my credit card accounts as top-level accounts and they have about a month's worth of data, is it possible to move them to another account? Example: move VISA to LIABILITIES > CREDIT CARDS > VISA Sent from

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Xe Roy, Just a note that it's more common to structure your GnuCash accounts with just five top level accounts: Assets Liabilities Equity Income Expenses You'd put the "Credit Cards" account under Liabilities, with each credit card in its own account within Credit Cards,  like so:

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Xe Roy- >From what I can tell is that you want is to move the transaction (from a Quicken perspective) from one account to another. In GnuCash, where a transaction shows up in a top-level account is decided by how that transaction is comprised or broken up into its components which auto-magically

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Thanks everyone for your patience. I finally got it. I had to click on the transaction > click SPLITS > then find the line in the splits that says MASTER CARD > change that to VISA > ENTER Sent from Outlook From: Phyllis Bruce Sent:

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

Xe Roy, You will find if you just change your top level account in the transaction, the splits will follow it. Just as Michael described above. I've used jump but I find it just as easy to make that one correction. Additionally, if you found you chose the wrong account for one of your splits,

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

In addition to what Michael said, if you have multiple splits, you might want to view the splits and change it there. Here's a quick video showing this: https://youtu.be/k3wS2lmR5VQ David On Wed, 18 Jan 2023 at 21:40, Fross, Michael wrote: > > When I notice I've placed a transaction in the

Re: [GNC] How to move a transaction with splits from one top-level account to another - take 2

When I notice I've placed a transaction in the wrong spot, I "jump" to the matching transaction and correct the credit card. For example: I put my Walmart grocery into the CreditCard1 account instead of the CreditCard2 account. I noticed this in the CreditCard1 account. 1. "Jump" to the

[GNC] How to move a transaction with splits from one top-level account to another - take 2

I asked this question earlier but initial responses made me realize more detail was necessary. I am a newby to gnucash ... trying to switch from Quicken to gnucash. A mistake I regularly make is to enter a transaction into the wrong account. I'll have several accounts open and I just forget to