Does GnuCash have this feature?
david.carlson.417 at gmail.com
Sat Oct 15 14:58:41 EDT 2016
Here is a silly idea: Put a note on your computer calendar about 2 weeks
before the next anniversary date to call the bank and ask them if they are
going to waive the charge.
Also, scheduled transactions work nicely in GnuCash in many creative ways
for various reminders.
On Sat, Oct 15, 2016 at 12:44 PM, Mark Phillips <mark at phillipsmarketing.biz>
> Is it possible to set a reminder about a certain transaction so when I come
> back in a month to reconcile an account, the reminder pops up?
> Let me give a concrete example. I have a safe deposit box at the bank where
> I keep all my accounts. Because of my balances, I should get the box for
> free, or at least a discounted price. However, each year on some random
> date I get charged the full amount for the box, and I have to go into the
> branch and have it waived. The refund usually does not show up until the
> next, or maybe two, periods after the charge was made. I notice this last
> year that I went through this dance, was assured it had been waived, but
> low and behold, it still has not been waived.
> I would like to somehow make a note against the initial charge, and each
> time I reconcile this account a note pops up and says "hey, each time you
> reconcile this account going forward, make sure this charge has been
> reversed." Maybe change the color of this charge in the check register, so
> I also have a visual clue that there is something wonky about this charge
> that needs to be fixed in the future.
> I don't mean to imply a specific implementation, so I hope you get the
> idea. Something like the pop up for reoccurring charges when I open
> I look forward to your feedback!
> PS I just thought of one way to accomplish feature wold be to to actually
> enter the refund before it happens, so each month that amount will not be
> reconciled. For small amounts, that may be OK, but this approach make the
> ending balance in the check register incorrect and that does not seem such
> a good idea. I guess I could look at some sort of payable entry, but I
> don't use A/R or A/P for my simple accounting needs. From what I know about
> A/P in Gnucash, I would have to remember to run a payables report to see
> what transactions have not occurred. This seems cumbersome - I like having
> the computer remember things for me and tell me to get my sh**t together,
> not the other way around...;)
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