How to check upcoming tranactions by account

[Richard Ullger]

Russell,

I've adopted the procedure I was using in Quicken. I've set up a 
template scheduled transaction which gets inserted into the account 
automatically. This includes such things as line rental, broadband and 
digital tv which are fixed costs. When I get the bill I edit the 
transaction to include the call charges as an additional split item.

Richard.


Russell Gadd wrote:
> 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 
> <mailto:jsled at asynchronous.org>> wrote:
> 
>     Richard Ullger <rullger at ntlworld.com <mailto: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
>     <http://asynchronous.org>; echo ${a}@${b}
> 
>