Split transactions

Josh Sled jsled at asynchronous.org
Thu May 22 16:03:17 EDT 2008


"Matt Henley" <nwmatt at gmail.com> writes:
> i am using gnucash to track by accounts and so far its working really
> well.  I decided to track my paychecks more closely.  This results in
> a fairly lengthy split with the salary going into several accounts:
>
> Expenses:Insurance:Dental Insurance
> Expenses:Insurance:Health Insurance
> Expenses:Insurance:Life Insurance
> Expenses:Tax:Federal
> Expenses:Tax:Social Security
> Expenses:Tax:Medicare
> Retirement:401KHolding
> Retirement:401KLoan
>
> So far I have been entering all of these manually for each
> transaction.  It seems like there would be semi-automated way to do
> this that I just havn't found.
> Is there a way of doing this?

The scheduled transactions will let you create a template transaction on a
schedule, including making the values in that template be a formula, include
ad-hoc variables that will be prompted.  So if those values are derived via
simple math from your net pay (as they usually are), it would prompt you just
for that one variable, and compute the rest.

The Scheduled Transaction subsystem is the only way to get at this notion of
"template" transactions, though it's obvious that such a mechanism is useful
outside of the scheduling case … it just hasn't made its way into the app,
yet.

Related, if you enter the same transaction description as a
previously-entered transaction in the register, that whole transaction,
splits and values will be auto-completed, and you can then go tweak the split
values (and the splits themselves) to match.  That might save you a bit of
data-entry time.

-- 
...jsled
http://asynchronous.org/ - a=jsled; b=asynchronous.org; echo ${a}@${b}
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