How to check upcoming tranactions by account

Josh Sled jsled at asynchronous.org
Tue Jan 1 10:33:41 EST 2008


Richard Ullger <rullger at ntlworld.com> writes:
> 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.

This is roughly the form of the answer, at present, yes.

Note that this causes the transactions to actually be created into the
future.  They're not "temporary" or "provisional" or "forecast" or anything …
just post-dated.

While – internally – the created transactions are associated with the
Scheduled Transaction (SX) they're created from, nothing is done with that
linkage … like, say, removing the future-created transactions when the
parameters of the SX change in the editor.

There is no report which would do this, though changes in the SX internals in
2.2 would make it much easier to write such a thing.

(All this should really be a FAQ; it'd be great if someone could move it into
<http://wiki.gnucash.org/wiki/FAQ>.)
-- 
...jsled
http://asynchronous.org/ - a=jsled; b=asynchronous.org; echo ${a}@${b}
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