Manually change ordering of Transactions
Corresponding bugzilla item: https://bugzilla.gnome.org/show_bug.cgi?id=700804
It would be really helpful if GnuCash had the facility to move transactions before or after a particular transaction of the same day, i.e. to change the ordering manually by some buttons or similar. If time could be mentioned in seconds then we could do that to rearrange the transactions.
But easier would be to have Up and Down arrows to rearrange transactions by just selecting on the arrow and clicking on up or down.
If the moved transaction reaches the beginning or end of the set of the same day's transactions, the transaction date of that transaction could be incremented or decremented OR could stop right there OR could cycle from the bottom top or top bottom depending on which arrow button you were clicking on to move the transaction.
I hope I was able to explain my point.
Thanks for your consideration
Unfortunately the code implementing this feature eventually never made it into the official releases. So I’m reopening this feature request.
Oh and when importing transactions, the initial order seems to match the order in the imported csv. It'll be right if the imported csv is oldest to newest, but wrong if the imported csv is newest to oldest (which is what my bank provides).
It would be great if gnucash could detect the transaction order on import (be smart enough to detect if the csv is oldest to newest or newest to oldest), and just maintain that order.
Hi, it's not just the display order, it affects the balance.
After salary goes in, we may transfer money out the same day. When gnucash changes the order the balance goes negative between the transactions, which is both incorrect and not possible for this account.
I just stumbled upon this while trying out gnucash for my own finances. I will try the num column hack. I'm going to see how kmymoney compares as well.
Still waiting for this feature to be implemented. Hopefully, it's something that the admin is considering. Thank you for the great software.
AdminGeert Janssens (Core Dev, GnuCash) commented
As cstim's update message indicated this was implemented in the "new" register code. Unfortunately this "new" register code got disabled right before release 2.6 as it turned out to be way to buggy and under performing. That code hasn't been updated since due to lack of time.
So indeed this feature is currently not implemented in any official gnucash release.
I don't see this feature available in the Linux version. I have 2.6.12
Those who don't care about organization, will not need or want GnuCash. Those who do, are clearly of the personality type to want control.
If I select View->Sort by->Date of Entry, GnuCash still forcibly and constantly organizes the entries by: Date, Num, then Description. In that order. This is highly aggravating. Watching my transactions change order because I've renamed Description?
I want control of the sort order:
There's a field visible in double line view, just under the Date field. How about making that an Index field. The starting number is set in the New/Edit Account dialogue box. The index number would auto increment for every new transaction entry. So when I import my CSV file, GnuCash doesn't change the order. Here's a few suggestions of how to manipulate the order: 1) Edit the Index number directly to change it's position, e.g., if you want to put transaction 107 in position 105, you simply change the 107 to a 105. What was 105 becomes 106 and so on. Simple and effective. 2) After clicking on the Index field, using the +/- keyboard keys will move it up and down. There's lots of ways to have fun!
Let me know what you think?
I'd like to be able to use my Number field for my own purposes, and not a band-aid to prevent GnuCash from undoing my hard work.
Muhammad Usman commented
As a so called 'jugaar' in our pakistani terminology... I use the Num column to enter the (approximate) time stamp (when required to re arrange transactions) of the transaction. It bring thing in natural order. eg. 0900 for nine in the morning, 1730 for 5:30 in the evening.
Scott Ferguson commented
@Luiz Nice tip, I now use a three digit number to arrange transactions made on the same day into the order they actually occurred. Thanks
I haven't looked at the implementation in trunk
Actually I would be happy with a more basic approach, such as the option of sorting transactions within the day, credit-first-debit-last or debit-first-credit-last, and values in increasing or decreasing order.
This option could be part of the View / Sort by.. menu.
It is already relatively easy to change the date if necessary, using the calendar that pops out when clicking the date.
Even though many users may not want to track everything in a minute basis, I think transactions do have a hour/minute associated to they.
As I don't need the "Num" column, I started to use it to track the time of each transaction. I simply use a number in the format HHMM (an 4-digit integer), and GnuCash rearrange all my transactions accordingly.
It might not be "beautiful" because this field was designed to something else, but it is a good workaround and just works perfectly.
Is there any progress on this issue? I would dearly love to see the same feature.
Admincstim (Core Developer, GnuCash) commented
The patch from bug#310567 was indeed buggy and not the correct approach. But instead the changes in SVN r20294 and r20306 implement the correct behaviour (for the invoice window) and "just" need to be copied over to the normal account register window.
GnuCash was close to having something like this.
From the comments, the patch was all but complete.
I just noticed a typo :(
it should be "But easier would be to have Up and Down arrows to rearrange transactions by just selecting the transaction (row) and clicking on the up or down arrow buttons."
I don't know about invoices as i dont use GnuCash for my business purposes (i use a ERP "Dolibarr" for that).
I am not sure but i guess its the similar to what I am talking about.
Admincstim (Core Developer, GnuCash) commented
Do you mean you would like to move transactions up and down? We've already implent that for invoices, so it should be possible in the normal accounts as well.