Scheduled Transactions Question

David T. sunfish62 at yahoo.com
Wed Aug 31 02:08:53 EDT 2011


I have a scheduled transaction for my mortgage that uses formulae to calculate the amounts of the principle and interest on the payment. However, in addition to this, my bank charges a $1 transaction fee for automatically making the payment. Every time I try to add this payment amount to the scheduled transaction, however, Gnucash tells me: "The Scheduled Transaction Editor cannot automatically balance this transaction. Should it still be entered?" I do not know what to answer to this question, and so I always say No.


Before anyone asks, I have tried modifying the payment formula to include adding one (dollar) to the formula, along with a separate one dollar split for the transaction fee into an expense account. I have also tried adding a separate transaction to the template, adding a single split transaction from the asset account to the expense account. Both yield the same result. 

Interestingly, I note that this transaction template has column headings "Debit Formula/Credit Formula", while other scheduled transactions have "Tot Funds In/Tot Funds Out" column headings.


Am I to assume that Gnucash expects or requires all splits on a formulaic scheduled transaction to be formulas? If so, is there a way to create a "formula" for a $1 transaction fee? If not, can someone explain to me how I should do this correctly?

I am using 2.4.5 on a Mac.

TIA,
David


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