Scheduled Transactions / Since Last Run: Entry only selected transactions

[Old Samurai]

Thank you everyone.You have been most helpful.Of course, I would love to see a revision, but until then, I can work around the issues with your ideas. OS


     On Sunday, June 21, 2015 3:07 PM, David Carlson <david.carlson.417 at gmail.com> wrote:
   

 On 6/21/2015 10:38 AM, Dorel Ciornei wrote:
> I've been having questions along the same lines, so I am glad it was
> addressed here.
> Indeed, until you guys pointed it out, I didn't realize that the
> status of each line in the "Since Last Run" can be changed.
> This makes things a lot easier obviously.
>
> Now when I just change the status of all lines to "Reminder" and leave
> as "To-Create" only the bill I want to pay.
> Seems to work ok that way.
>
> I tried entering bogus transactions, but then I need a reminder to
> remind me to correct/enter the right transaction.
>
> Side Note: I used Quicken for a few years, and the best feature and
> pretty much the only reason I stayed with it for that time was the
> Reminder feature.
> In my opinion, that feature was beautifully done. Being able to see
> the coming-up transactions (including the amount of each) in the
> actual calendar view was very helpful.
>
> Thank you again.
> Dorel C
>
> ------------------------------------------------------------------------
> *From:* Jim Passmore <jim at passmore4.com>
> *To:* David Carlson <david.carlson.417 at gmail.com>
> *Cc:* gnucash-user at gnucash.org
> *Sent:* Sunday, June 21, 2015 6:26 AM
> *Subject:* Re: Scheduled Transactions / Since Last Run: Entry only
> selected transactions
>
> On Sat, Jun 20, 2015 at 12:14 PM, David Carlson
> <david.carlson.417 at gmail.com <mailto:david.carlson.417 at gmail.com>
> > wrote:
>
> >
> > I am surprised that nobody has responded to this yet.
> >
>
> I actually had started a reply, but...
>
>
> >
> > The Since Last Run assistant is somewhat clunky
>
>
> I'll say!  I'm a new user, and was going to give a big +1 to Old Samurai,
> but then decided I should pull up GnuCash to verify a statement I had
> written was correct, and it was only *then* that I discovered it's
> possible
> to change the state from To-Enter to something else.  It's very
> non-obvious
> there's anything to do there.  Also, the check-boxes are just begging
> to be
> checked/unchecked, but you have to open the edit dialog to make a change?
> Would be nice for the review-created-transactions checkbox to remember
> last
> state rather than always unchecked...
>
>
> > and there are several
> > bug reports and suggestions for improvement that have languished because
> > there are limited developer resources and those resources are being
> > applied in other areas right now.
>
>
> Wish I could help.  I know some Python and can read/tweak Java, but
> when it
> comes to C I know nothing...
>
>
> > There are work-arounds for most
> > issues which other users have found.
> >
> > Generally, one work-around is to set a reminder with an early value
> > large enough to satisfy your particular requirements for that case.
> > Another that I have done in a few cases is to create a bogus transaction
> > entry that is created early but serves only as a placeholder until the
> > real transaction entry can be created.  I do that for utility bills that
> > vary each month.
> >
>
> Realized that first approach could work, and how reminders work when I saw
> that the status could be changed.  Seems pretty workable in my opinion.
> Would never take the approach of creating a transaction to later correct,
> though.  Without the scheduled transaction as a reminder I would forget to
> go back and correct it!
>
>
> >  In some older versions of GnuCash, the Postpone
> > status did not work correctly, and I am not sure whether that has been
> > fixed, I never use it.
> >
>
> Running ubuntu (xubuntu), soon to be upgraded to 15.04, and I will test
> that.
>
>
> >
> >
> > If you have any other questions, feel free to ask them here.  Other
> > users or developers are usually here and able to help.  The chat page
> > also usually has developers watching.  I use that myself from time to
> > time.  Chatzilla is a nice client for that.
> >
> >
> Probably be checking in on a couple mortgage & budgeting items...
>
> Thanks!
>
> -- 
>
> *Jim Passmore*
>
>
>
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>

Good comments, all.

Dorel, those of us who do enter 'placeholder' transactions usually have
a flag in the transaction to indicate that it is just that, and not real
or exact.  One such flag would be to put the word Placeholder in the
check number box in the SX, and it will appear there when the
transaction entry is created.

David C
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