scheduled transactions
Robert Heller
heller at deepsoft.com
Wed Oct 19 13:29:32 EDT 2005
In message <sjmr7ahzbnn.fsf at cliodev.pgp.com>, Derek Atkins writes:
>Robert Heller <heller at deepsoft.com> writes:
>
>> Chris Allen <ch.allen at ozemail.com.au>,
>> In a message on Tue, 18 Oct 2005 22:21:05 +1000, wrote :
>>
>> CA> I have recently started to use GNUCASH after several year with M$ money.
>> CA>
>> CA> There is 1 feature in M$ money that I found very useful but, as yet,
>> CA> cannot see how to do the same in GNUCASH.
>> CA>
>> CA> I want to see the likely balance of an account (credit card or cheque
>> CA> account) at some future date, given its current balance + transactions
>> CA> scheduled between now and then.
>> CA>
>> CA> Can any one advise hoe to do this?
>>
>> Yes. GnuCash has a 'scheduled transaction' feature. If you put in ALL
>> of your scheduled transactions and make sure set things to create them
>> all, you will have a projected running balance. And GnuCash will show
>> at the top of the register display the 'projected minimum balance'. You
>> will have to exit and restart GnuCash to get the scheduled transactions
>> to be activated. Make sure you have as current release installed as
>> possible -- there have been problems with some releases of GnuCash WRT
>> scheduled transactions.
>
>I'm sorry, Robert, but you are confused. The "projected balance"
>does not include the SXes. You have to actualy setup the SXes to
>create in advance, and then you just have post-dated transactions.
Yes, I guess I am talking about the 'post-dated transactions'.
>None of the reports or projected valued take into account unposted
>SXes.
In my 'checking account register' (*NOT* a report), where the SXes have
been *generated* (eg the files have been run, generally by exiting and
restarting GnuCash) and are shown, along with the running (future)
balances, there is shown a 'projected minimum balance' in the header. I
can't generate a screen shot right now (I am not at home where I have
GnuCash installed). This is what I mean. I am NOT talking about any
of the reports or anything like that. Just the running future balances
(I guess this is what you mean by 'post-dated transactions'). I'm
guessing this is what the OP was looking for. *I* find it a useful way
of figuring out how much future 'free cash' I might have available,
once I have paid for future expenses, taking into account anticipated
future income (eg paychecks).
>
>-derek
>
>--
> Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
> Member, MIT Student Information Processing Board (SIPB)
> URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH
> warlord at MIT.EDU PGP key available
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Robert Heller ||InterNet: heller at cs.umass.edu
http://vis-www.cs.umass.edu/~heller || heller at deepsoft.com
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