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Subject Author Date
Searhing for transactions in a category and NOT in its subcategories Bernie Cosell 09-05-2007
Posted by Bernie Cosell on September 5, 2007, 4:24 pm
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 This is a dumb little problem: I have a bunch of transactions in a category
C and I need to subdivide them [so I can do some better reporting] into C:A
and C:B. Step 1 was easy enough: I did a "find all" for category C, went
through and selected all the A-trans and re-categoried them and then did
the same with the B-trans. I think that it was all OK, but I might have
missed a few (there were >300 transactions in C) so I wanted to do a check
on the transactions *left* in category C and not-yet moved either to C:A or
C:B. I can't find a way to do that. If I search for C it gets C, C:A _and
C:B.

The only way I've come up with to do it is to make two new/fake categories,
BB and AA, and move all the C:A trans to AA, C:B to BB and *NOW* searching
for C should show only the ones I missed. Then when everything's set, I
just transfer BB->C:B, AA->C:A and delete AA and BB. A little klunky but
it'll do the job -- but I was wondering: is there a more elegant way to do
this kind of thing? Thanks!!

/Bernie
--
Bernie Cosell Fantasy Farm Fibers
bernie@fantasyfarm.com Pearisburg, VA
--> Too many people, too few sheep <--

Posted by Jim Jensen on September 5, 2007, 5:22 pm
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 Bernie Cosell wrote:
> This is a dumb little problem: I have a bunch of transactions in a
> category C and I need to subdivide them [so I can do some better
> reporting] into C:A and C:B. Step 1 was easy enough: I did a "find
> all" for category C, went through and selected all the A-trans and
> re-categoried them and then did the same with the B-trans. I think
> that it was all OK, but I might have missed a few (there were >300
> transactions in C) so I wanted to do a check on the transactions
> *left* in category C and not-yet moved either to C:A or C:B. I can't
> find a way to do that. If I search for C it gets C, C:A _and C:B.
>
> The only way I've come up with to do it is to make two new/fake
> categories, BB and AA, and move all the C:A trans to AA, C:B to BB
> and *NOW* searching for C should show only the ones I missed. Then
> when everything's set, I just transfer BB->C:B, AA->C:A and delete AA
> and BB. A little klunky but it'll do the job -- but I was wondering:
> is there a more elegant way to do this kind of thing? Thanks!!
>
> /Bernie

Create a transaction report and customize it to show transactions for
category C
Customize further under Matching Categories, and insert ~:
This will search for all instances of C without a : (subcategory)


Posted by John Pollard on September 5, 2007, 7:55 pm
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Bernie Cosell wrote:
> This is a dumb little problem: I have a bunch of transactions
> in a
> category C and I need to subdivide them [so I can do some
> better
> reporting] into C:A and C:B. Step 1 was easy enough: I did a
> "find
> all" for category C, went through and selected all the A-trans
> and
> re-categoried them and then did the same with the B-trans. I
> think
> that it was all OK, but I might have missed a few (there were
> >300
> transactions in C) so I wanted to do a check on the
> transactions
> *left* in category C and not-yet moved either to C:A or C:B.
> I can't
> find a way to do that. If I search for C it gets C, C:A _and
> C:B.
>
> The only way I've come up with to do it is to make two
> new/fake
> categories, BB and AA, and move all the C:A trans to AA, C:B
> to BB
> and *NOW* searching for C should show only the ones I missed.
> Then
> when everything's set, I just transfer BB->C:B, AA->C:A and
> delete AA
> and BB. A little klunky but it'll do the job -- but I was
> wondering:
> is there a more elegant way to do this kind of thing?
> Thanks!!

I think there are three easier ways to get what you're looking
for.

Assuming that when you say "search", you are talking about the
"Find" in "Find/Replace"; I believe you accepted the default
value for "Match if:", which is "Contains". If you select
"Exact" for "Match if" you should get only transactions with the
category "Salary" (no subcategories).

You can also use the Cash Flow (or Banking) Transaction report
and enter "=Salary" in the "Matching" "Category contains" box on
the Categories tab in the Customize dialog.

Then there's the Category List (assuming you don't have Q2007 or
Q2008): if you select the main category Salary, the "Transaction
Usage" area in the lower right of the list will show all uses of
"Salary"; both as a main category and in conjunction with any
subcategories.

--
John Pollard
First initial underscore Last name at mchsi dot com
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