How to check upcoming tranactions by account

[Russell Gadd]

I hadn't thought of creating them in advance - yes this seems to be the
solution - thanks to Josh and Richard for the ideas.

I guess the only issue then is that I need to decide how to tell if a future
transaction is entered as actual or an estimate. For example some bills like
a fixed monthly fee are known exactly in advance, but some things like
telephone bills are only estimates depending on usage charges. Any ideas on
that?

Russell

On 01/01/2008, Josh Sled <jsled at asynchronous.org> wrote:
>
> 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}
>
>