How to check upcoming tranactions by account
Richard Ullger
rullger at ntlworld.com
Tue Jan 1 10:05:51 EST 2008
Russell,
You can get scheduled transactions to be automatically entered into an
account a number of days ahead of the transaction date. Gnucash draws a
bold blue horizontal line above any future transactions. You can then
see any upcoming transactions in each account. Present and future
balances are also displayed in the account's balances line. You can also
get Gnucash to warn you of these transactions when it inserts them into
the account.
Go to Actions->Scheduled Transactions->Scheduled Transaction Editor.
Select a scheduled transaction and click the Edit button. On the
Overview tab use the settings in the Options section.
If you're creating a new scheduled transaction you need to click on the
Advanced button to access these options. You can also set the defaults
in Edit->Preferences on the Scheduled Transactions tab.
Richard.
Russell Gadd wrote:
> I am converting from Ms Money to Gnucash and have set up all my historic
> records and entered scheduled transactions for my accounts. I have several
> bank accounts to track and need a way to look ahead at what money is due to
> come out of each account in the near future to ensure I am not overdrawn.
>
> Unfortunately the list at the top of the scheduled transactions editor
> doesn't show the amount or the account(s) involved in the transaction. Is
> there another way of viewing upcoming transactions by account? Maybe a
> report ? (but I haven't found it).
>
> Ideally the report would be in account order, within each account there
> would be a line showing an upcoming transaction and the resulting balance of
> the account after the transaction is made. The report would presumably need
> to have parameters determining the accounts to show and the date range.
>
> I had a brief look at custom reports but didn't manage to get the facility
> to work. This was in the sample report: "This is a sample GnuCash report.
> See the guile (scheme) source code in the scm/report directory for details
> on writing your own reports, or extending existing reports." - I'm using
> Windows XP (sigh, reason for going to Gnucash is to ditch Windows in due
> course) and can't find such a directory.
>
>
> Russell
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