Manual scheduled transaction entry?

Daniel Smith dlsmith at rice.edu
Thu Sep 6 23:43:31 EDT 2007


In experimenting with the scheduled transaction facility (version  
2.2.0), I've been surprised that I haven't been able to manually  
enter specific scheduled transactions.  It seems the only way to turn  
a scheduled transaction into a real transaction is via Actions- 
 >Scheduled Transactions->Since Last Run, and that provides no  
control over which transactions are entered -- it just enters  
everything scheduled up until today.  Am I missing something?

Here's the workflow I used in Quicken, and that I'd like to continue  
following:
1) Check the scheduled list for transactions that are scheduled any  
time before a week from now.
2) If something already happened (an automatic bill payment, say), or  
I want perform it now (maybe write a rent check), select it and click  
"record".
3) Adjust the recorded transaction's (or about-to-be-recorded  
transaction's) date and amount to correspond to the actual values.
4) Browse the list of remaining scheduled transactions that I *don't*  
want to record just yet, making sure I'll have the necessary funds in  
the right place when I decide to perform them.

"Scheduled Transaction Editor" makes #1 convenient, and "Since Last  
Run" allows me to do #3, but, as best I can tell, there is no  
mechanism for doing #2 driven by the actual occurrence of  
transactions.  And #4 isn't very convenient, since "Scheduled  
Transaction Editor" has a nice calendar but requires drilling down  
into individual transactions to determine the amounts and accounts  
involved.

What's the best way to approximate what I want with the current  
software?  And are there planned enhancements to the scheduled  
transaction facility that will help?  Should I consider submitting  
anything as a feature request?

—Dan




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