Scheduled Transactions / Since Last Run: Entry only selected transactions

Tommy Trussell tommy.trussell at gmail.com
Sat Jun 20 18:19:22 EDT 2015


Regarding Scheduled Transactions:

On Sat, Jun 20, 2015 at 11:14 AM, David Carlson <david.carlson.417 at gmail.com
> wrote:

>
> The Since Last Run assistant ...
>


>
> You may also be confused about how reminder status works.  ...



> If any of the create automatically boxes are checked for a given
> scheduled transaction they can override the reminder status and result
> in an undesired transaction entry creation.  To enter a transaction that
> has a reminder status, you need to click on the reminder and change it
> to To Create for that transaction to be created when you finally do
> click OK.  However, if the scheduled date is today or in the past, that
> transaction with the reminder status will be created anyway when the OK
> button is clicked.  In some older versions of GnuCash, the Postpone
> status did not work correctly, and I am not sure whether that has been
> fixed, I never use it.
>  <https://lists.gnucash.org/mailman/listinfo/gnucash-user>
>

Fortunately, that bug should be fixed as of GnuCash 2.6.6. Years ago I
"trained" myself to never select "postponed" to avoid the bug so I
(ashamedly) have not yet tested it.

https://bugzilla.gnome.org/show_bug.cgi?id=677651

I use scheduled transactions for EVERY recurring transaction (weekly,
monthly and annual), and I also sometimes create superfluous scheduled
transactions (like for savings account interest) to remind me to download
an account's online statements.

Most of the time I find it easiest to enter a "placeholder" transaction
amount and update the created transaction dates and amounts manually every
time.

Alternatively, the scheduled transaction dialog also allows variables for
the amounts, and the Since Last Run dialog prompts for the values before
creating each transaction. Unfortunately there's something funky about the
parser, so variables work reliably only in the simplest situations. I still
use them to save a little time when entering something like a simple
interest calculation -- the automatically created transaction comes out
wrong, but it's easy to fix.

One of these days I may file a bug, but I suspect not many folks use
scheduled transaction variables.


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