Scheduled Transactions as Unscheduled Templates

Josh Sled jsled at
Tue May 26 18:40:04 EDT 2009

Havard Rast Blok <nn2 at> writes:

> I recently sent out this on the user-list, however did not receive any
> answers (only two, "me too"), so I thought I'd try here.

> -------- Original Message --------
> Subject: Scheduled Transactions as Unscheduled Templates
> Date: Mon, 18 May 2009 09:22:23 +0200
> From: Havard Rast Blok <nn2 at>
> To: gnucash-user at
> Hi,
> The automatic transaction history of GnuCash is one of my favourite
> features, and scheduled transactions takes this one step further: now
> only a single number is all it takes to complete a transaction.
> However, not all reoccurring transactions follow a defined schedule.
> Take paying for postage or stamps as an example: It happens frequently
> with different amounts, but is usually not scheduled. When I need to
> enter a transaction of this type, I'd still like the power of the
> template functionality, though. Then I can type in only the gross
> amount, and the rest (VAT, etc.) is filled out automatically.
> I've browsed several threads, wiki and docs, but cannot find any way to
> set up an "unscheduled" template. Is it worth a feature request?

It's been a feature request for a long time, though perhaps informally.

Havard Rast Blok <nn2 at> writes:
> Well, here's my first simple, but perhaps naive, suggestion:
> In the current "Frequency" tab of the "Edit Scheduled Transaction" window,
> add an entry to the list of Frequencies: "Never". The rest of the UI in that
> tab would then be disabled (gray?).
> To recall the template, use the current auto-complete functionality for
> previous transactions. If the new Description auto-completes and matches a
> template, bring up the window "Since Last run..." to enter the custom
> fields. (Might want to rename the title of that window, though.)
> What do you think? Too simple? Confusing? Or worth a try?

Popping up a (new) dialog to solicit a set of named values from the
user, and then creating the relevant Transaction … is not hard.  It's
probably easier than misusing the SX UI code to do so, actually.

I'd approach it from the other direction: you really want to promote the
existing "implicit" templates that auto-complete starts to surface into
a first-order, "explicit" UI concept.  Forget about scheduled
transactions, and focus on the templating.

Maybe after you have it working where the "template set" is "scheduled
transactions with frequency=none", you can improve it by making the
templates have their own identity … have a way in the UI to explicitly
CRUD named templates … separate storage in the data file, &c.

Hooking into the autocomplete code to do what you want is not going to
be easy, I don't think.  You might want an explicit "Transaction >
Create From Template", maybe which popups up a text entry which has
autocomplete over the available-template names.

...jsled - a=jsled;; echo ${a}@${b}
-------------- next part --------------
A non-text attachment was scrubbed...
Name: not available
Type: application/pgp-signature
Size: 197 bytes
Desc: not available
URL: <>

More information about the gnucash-devel mailing list