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How do I merge deposits to Checking/Savings into a split transaction for Salary in GnuCash?

Personal Finance & Money Asked by Akaitatsu on August 2, 2021

I just started using GnuCash for personal use and am just as new to accounting, other than some college courses decades ago.

I am able to import Checking and Savings transactions from my credit union (via online OFX) with no problem. I have to enter my Salary transactions separately as I don’t have them in any easily importable format. For my first attempt at this, I created a split transaction in the Salary account register with all the deductions for taxes, health insurance, etc. plus one entry for each of the the direct deposits to Checking and Savings. This results in a duplicate transaction for each direct deposit in both Checking and Savings accounts.

This would be simple if I just had the one deposit. I would just split that transaction and fill out the rest for the Salary transaction. Is there any way to merge the two direct deposit transactions into the split Salary transaction? Should I just exclude the direct deposits from the split transaction and have them as separate transactions in the Salary register? Having them all in the same split transaction makes the most sense to me because all the pieces are dependent on each other.

One Answer

If you have the salary transaction split amounts correct the way you want them in one transaction, simply delete the duplicate transactions. From what you described you need to delete one from each of the checking and savings accounts. Note in this case you are deleting the ones you imported from the bank, because they are being replaced with the split you manually created.

Obviously you'll want to confirm that the bank accounts still balance when you're done, in case you fat-fingered the manual entry.

Side note: in the future, if you do your manual entries before the import, there's a good chance GnuCash will match up those deposits and you won't have to deal with this next time. But either way, deleting the dups isn't that big of a deal either.

Correct answer by TTT on August 2, 2021

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