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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