Questions about sheduled transactions

[Ulrike Fischer]

Am Sat, 14 Feb 2009 12:20:25 -0600 schrieb Tommy Trussell:


>> I'm currently investigating if I should switch from Quicken to
>> GnuCash and have some questions about sheduled transactions.
>>
>> I have the following requirements:
>> - They should never be included automatically. I want to trigger the
>> execution one by one when it fits me.
>> - I want to be able to change/adjust the date, the amount and the
>> transactions of the current instance before including it.
>> - I want to be able to skip sometimes one occurence completly.
>> - I want to be able to insert an occurence earlier than the normal
>> due date.
> 
> It's not completely obvious but the Status field in the Since Last Run
> dialog is the secret to making these requests work.(In fact I just
> filed a bug report http://bugzilla.gnome.org/show_bug.cgi?id=571697
> asking to make it obvious the status field items are actually a popup
> menu.)

It is completely un-obvious ;-). I tried only a right click on the
transaction (and I read the documentation which doesn't mention it).
And yes this pop-up menu solves most of my problems.



> When you OK the Since Last Run dialog, a new register tab will
> appear where you can modify the payment amount, the payment date,
> the description line, etc. of every transaction just created.

I also found out that I can use variables in the fields of the
transaction. That is very useful for some of the transactions which
change every month.

>> - I would like to remove the calender from the due date window to
>> have more place for the list of transactions.
> 
> These sound like enhancement requests -- I agree that the scheduled
> transactions window could be improved, though there are always
> tradeoffs. Maybe you have a "vision" of what it should look like that
> you could draw and suggest as an enhancement?

I only thought that the calendar is quite useless. It doesn't
contain more informations than the list. It would be more useful if
the place where used e.g. for a detailed view of the transactions.

Resizing the area (as Josh wrote by mail) is possible but the change
is loss when I close gnucash. 

>> Currently I do have the impression (it's a bit difficult to make
>> tests as I seem not to be able to insert sheduled transactions with
>> a first due date in the past) 

This problem has disappeared. (I have no idea why it didn't work in
my first tests).

 
> Please reply (and remember to CC the gnucash list) saying whether the
> process I described addresses your needs...

Yes, it was very helpful. I thank you and Josh, who wrote my by
mail, very much. 

-- 
Ulrike Fischer