How to check upcoming tranactions by account

Charles Day cedayiv at gmail.com
Tue Jan 1 17:49:20 EST 2008


On Jan 1, 2008 1:13 PM, Josh Sled <jsled at asynchronous.org> wrote:

> "Russell Gadd" <rustleg at gmail.com> writes:
> > 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?
>
> There's no really good approach to this, I'm afraid.
>
> You could have the template transaction state "FUTURE" or something in the
> memo, then manually edit it out when you review the created
> transactions... but that's lame.
>
>
> Note that with respect to the fixed vs. variable amount issue, take a look
> at
> <
> http://wiki.gnucash.org/wiki/FAQ#Q:_How_do_I_use_variables_and_formula_in_scheduled_transactions.3F
> >.
> However, also note that if you use a variable in the template transaction
> of
> an SX, it will not allow you to create it automatically (though you can
> still
> create it in advance).
>
> Also, note the enhancement request
> <http://bugzilla.gnome.org/show_bug.cgi?id=505357>: Default Values for
> Scheduled Transactions.
>
> --
> ...jsled
> http://asynchronous.org/ - a=jsled; b=asynchronous.org; echo ${a}@${b}
>

For scheduled transactions I too would love see a list of upcoming scheduled
transactions along with their estimated values and the resulting balance
that would remain in the account. In Quicken, for example, this list appears
in several places and forms. For example, when you look at a register,
upcoming scheduled transactions for that register are shown separately at
the bottom. Very handy.

But I also think that there could be some genuine usefulness to having
transactions that are entered as estimates. This could be handy for
transactions between accounts with different currencies, for example. When I
purchase a meal in currency X, but the expense account is in currency Y, I
might not know the exchange rate at the time of entry. All I know is how
much of currency X I spent. But GnuCash could estimate it and mark the
transaction as an estimate. Later, the actual exchange rate could be
downloaded automatically (or entered by hand). Just an idea, but off topic
so I'll shut up now.

Cheers,
Charles


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