Batch/scheduled transactions

[PK]

Hi Derek,
I just replied in parallel that explained that. There are multiple SXs
defined. The problem with shifting the buckets around after-the-fact is
just the number of buckets really. If there were 3-4 I don't think I'd mind
shuffling things after the 'extra' payday, but as it is (18 buckets so far
:p ), it would be easier (transitioning my prior 'system') to just be able
to say "Run Payday Batch A" or "Run Payday Batch B", etc when I open it up
for a given date. Then when "Payday Batch C" comes around, we manually
split it up to wherever it's needed or dump it in savings or whatever.

I think most of my 'problems' are just in transitioning from our old method
to a new system and we'll have to adjust some (I'm just trying to minimize
the changes on our side to start with while I'm still learning my way
around GC).
Since we know when the 'extra' payday will be, I'm thinking it might just
be easiest for now to set the 2 payday SXs up on the alternating 4 week
schedule like I had, but have the end date right before the extra payday,
then handle it manually, then restart the SXs to run until the next extra
payday.


------
Any sufficiently advanced bug is indistinguishable from a feature.


On Tue, Dec 31, 2013 at 12:16 PM, Derek Atkins <derek at ihtfp.com> wrote:

> Hi,
>
> On Tue, December 31, 2013 1:00 pm, PK wrote:
> > Sorry John, this was supposed to be reply-all...
> >
> >
> > 1) The SX for getting paid was split to just distribute it over the
> > subaccounts so it would be there when something was paid. Some are
> regular
> > bills, which I do have a separate SX defined to run on specific dates
> that
> > pulls from it's respective subaccount (as you mentioned in #2), but some
> > are just 'holding' pots for less strictly scheduled items (dog food,
> > kennel
> > costs, vet bills, etc). Using the 2 week frequency still doesn't account
> > for the months with a 3rd payday.
>
> I don't really understand your problem here.  You should have one SX for
> your salary/payday income transaction (that splits your Income into your
> Tax Withholding Expense accounts and your Asset account(s) for you bucket
> budgeting).  And then you have your OTHER SXes for your regular expenses
> that will credit the appropriate asset account and debit the Expense
> account.
>
> You SHOULD NOT make this one SX.  They should be separate, because they DO
> happen ad different frequencies.  So your Income SX will run 3 times in
> May, but that's great, it means you get an extra pay-day worth of salary
> that month that you didn't budget for, so you have an excess.  But that's
> okay!  You could always shift around your buckets.
>
> So I don't see your problem here.
>
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
>
> -derek
>
> --
>        Derek Atkins                 617-623-3745
>        derek at ihtfp.com             www.ihtfp.com
>        Computer and Internet Security Consultant
>
>