Manual scheduled transaction entry?

[Graeme Nichols]

Hello Daniel,

The way I do it and it works OK is:
Bring up the Scheduled Transaction Editor,
Click on the 'NEW' buttom at the top.
Fill in the name of this particular transaction AND all the required
information for the three tabs at the top.
Click on the 'ENTER' button at top then the 'OK' button at the bottom right.

HTH

Graeme.


On 07/09/2007, Daniel Smith <dlsmith at rice.edu> wrote:
>
> 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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-- 
Kind Regards,

Graeme.