SUMMARY After a loan is entered there is no way to move the loan inside the hierarchy STEPS TO REPRODUCE 1. create any loan 2. Try to move the loan to another place in the hierarchy. OBSERVED RESULT Normally you can change this via edit account, but for a loan there is again a wizard, offering 4 4 types of changes. Non of them offers the possibility to change the place in the hierarchy EXPECTED RESULT Be able to move the loan inside the hierarchy like any normal account SOFTWARE/OS VERSIONS Windows: macOS: Linux/KDE Plasma: debian testing (available in About System) KDE Plasma Version: 5.24.3 KDE Frameworks Version: 5.90 Qt Version: 5.15.2 ADDITIONAL INFORMATION
I just ran into the same issue. Especially with loans in a business like environment, placing a loan in a different tree is almost a necessity. It's a hack, but I got it to work: 1. Unpack the kmy file (if in kmy format) 2. Identify the account which is going to be the new parent and remember its id. 3. Locate the loan account and remember its id. 4. From the loan account, change the parent account from "AStd::Asset" to the id of the new parent (see 2). 5. Find the old parent and remove the loan account id from the list of sub accounts. 6. Find the new parent and add the loan account id to the list of sub accounts. 7. Save the xml file. 8. Pack the file into a kmy file (optional). You can still edit the loan properties through the scheduled transactions screen. I didn't try that and I don't know if that resets some account properties.
Is it possible to have this as a feature request? I have ran into this before.
Changing to wishlist. I think there may already be one, but can't find it now. This will get fixed when it becomes possible to actually edit the loan account, and not invoke the edit loan wizard (or add an explicit feature to that wizard.) An alternate approach would be to allow changing the hierarchy directly in the Accounts View without otherwise editing the account.
*** This bug has been marked as a duplicate of bug 386186 ***