Batch/scheduled transactions

[PK]

Hi Maf,
No, paydays are strictly biweekly, every other Thursday (Apr 3, Apr 17, May
1, May 15, May 29, June 12, June 26,...). So just scheduling the paydays is
easy, but handling them differently based on which one it is within the
month seems to be where I'm stuck.
For example:
Mar 6: Payday, Set aside April mortgage
Mar 20: Payday, Set aside April car payment
Apr 3: Payday, Set aside May mortgage
Apr 17: Payday, Set aside May car payment
May 1: Payday, Set aside June mortgage
May 15: Payday, Set aside June car payment
May 29: Payday, free money! (I wish :) )
June 12: Payday, Set aside July mortgage
June 26: Payday, Set aside July car payment
...

In parallel to that, I have a SX for mortgage (monthly on the 1st) and a SX
car (monthly on 15th), each of which pull from the respective checking
subaccount that was allocated on one of the previous months paydays.

I hope I'm making sense. I'm trying to transition a large set of excel
books that we use, so I may be approaching things in gnucash in a not so
efficient way...



------
Any sufficiently advanced bug is indistinguishable from a feature.


On Tue, Dec 31, 2013 at 11:50 AM, Maf. King <maf at chilwell.net> wrote:

> Hi PK.
>
> Ah, I see it is twice a month, not strictly bi-weekly.  So will you get
> paid
> 1st May, 15th May, 5th June, 19th June, 3rd July?  not sure if there is an
> easy way to do that in GC.  I think you probably, ideally, want 2 SX, one
> for
> first thursday and 3rd thursday.  Ntsure if you can do that, though.
>
> maybe set the SX to semi-monthly and be resigned to adjusting the date by a
> couple of days either way?
>
> HTH,
> Maf.
>
>
> On Tue 31 December 13 11:41:14 PK wrote:
> > That was how I started setting it up, but the problem shows up this
> coming
> > May, when paydays fall on May 1, May 15, and May 29, then again in
> October
> > (Oct 2, Oct 16, Oct 30). I had two different payday transactions (1st
> > payday and 2nd payday) each set weekly at 4 weeks (2 weeks offset from
> each
> > other). But when May rolls around, I want it to skip the May 29 payday in
> > both schedules. So the schedule for one actually would be like: 4 weeks,
> 4
> > weeks, 4 weeks, 4 weeks, 4 weeks, 5 weeks.
> >
> > Thanks,
> > PK
> >
> > ------
> > Any sufficiently advanced bug is indistinguishable from a feature.
> >
> > On Tue, Dec 31, 2013 at 11:20 AM, Maf. King <maf at chilwell.net> wrote:
> > > Hi,
> > >
> > > on the scheduled tx editor, there is a tab "frequency" - try weekly,
> and
> > > set
> > > every *2* weeks
> > >
> > > that's how to do it in 2.4.x, anyway.  Haven't upgraded to 2.6 yet...
> > >
> > > Happy New Year,
> > > Maf.
> > >
> > > On Tue 31 December 13 11:14:12 PK wrote:
> > > > I'm new to gnucash and have 3 questions.
> > > > 1) I'm trying to set up what I would call a 'manually run batch
> > > > transaction.' I get paid biweekly, but most bills are monthly, so for
> > > > the
> > > > majority of the year the first paycheck in the month goes towards
> some
> > > > subset of the bills and the second paycheck goes towards the other
> > >
> > > subset.
> > >
> > > > The scheduled transactions and splits seem to be close to what I
> want,
> > >
> > > but
> > >
> > > > I'm not sure it's the best way. If paydays were on the 1st/15th, then
> > > > the
> > > > scheduled transactions would be perfect, but since it's biweekly,
> twice
> > > > a
> > > > year a wrench is thrown into the schedule. I'd like to have three
> > > > 'scheduled' transactions or batch transactions defined (one for the
> > > > first
> > > > payday, one for the second payday, and one for the extra one that
> > > > happens
> > > > twice a year), and ideally, I'd have an option to "manually run this
> > > > transaction/batch" depending on what payday it is. Right now I set
> the
> > > > schedule frequency to be 'none' and when I want to run it I change
> it to
> > > > frequency 'once', set the date and hit OK and it adds it. The issue
> I've
> > > > had so far is forgetting to change it back to frequency 'none' and
> > > > saving
> > > > after adjusting something and it runs the whole thing again. Is
> there a
> > > > better way to do this?
> > >
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> --
> Maf. King
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