Scheduled Transactions

Tim Wunder
Sat, 20 Apr 2002 07:16:05 -0400

On Friday 19 April 2002 08:00 pm, Josh Sled wrote:
> On Fri, Apr 19, 2002 at 04:33:36PM +0000, wrote:
> | Since there doesn't seem to be support for choosing which transactions
> | are generated (all or nothing), I cant really get past this issue unless
> | I delete all of the scheduled trans. and start over.
> |
> | Any thoughts ?
> When you say "choosing which transactions are generated", this is something
> I've thought might be nice [though I phrased it "deferring transaction
> creation"] ... how might you envision it working ... how do you want it
> to work?

Back when I used that "other" O/S, I used Quciken 5. It would open to a large 
calendar, with all the transactions listed on the days they happened, or will 
happen, Quicken called them register transactions if the were actually posted 
to an account, or scheduled transactions. Scheduled transactions could be 
turned into register transactions by right-clicking the transaction and 
chosing to create it.
When I started Quicken, any scheduled transactions due, or past due, would 
display in a dialog and I could create then from that dialog, or not, 
>From the calendar, new transactions (both register and scheduled) could be 
created by right-clicking the calendar day. I would usually wsitch to the 
account view to create register transactions, but I'd make scheduled 
transactions from the calendar.
Additionally, the calendar page had the ability to show a bar graph at the 
bottom of the page, displaying the account balance (of select accounts, I 
usually would show savings and checking). The graph would take into account 
scheduled and register tansactions. It was a great budgeting tool for me.
I could make changes to scheduled transactions (like adding a new car payment, 
or changing my weekly cash allowance or changing how much I pay against my 
equity loan...) and see where my account balance would stand after several 
months simply by clicking forward on the calendar.

If it'd help you, I could go through the effort of creating some screen shots 
depicting it. (I assume you can capture screenshots of apps running in 


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