Scheduled transactions

David Carlson david.carlson.417 at gmail.com
Mon Sep 25 18:23:08 EDT 2017


Please reply to all.

Read the section of the help manual about scheduled transactions.
Then click on Actions>Scheduled Transactions>Scheduled Transaction Editor.

David C

On Mon, Sep 25, 2017 at 3:48 PM, Roger Oliver <rmomxtx at gmail.com> wrote:

> I'm sorry, I don't see the template tab. Thanks
>
> On Sep 25, 2017 2:04 PM, "David Carlson" <david.carlson.417 at gmail.com>
> wrote:
>
>> On the Template tab it is in the upper left as in the register view.
>>
>> David C
>>
>> On Mon, Sep 25, 2017 at 12:23 PM, <rmomxtx at gmail.com> wrote:
>>
>>> Think I’ll just have to adapt to what the program can do. Where is the
>>> Num Field you are referring to? I don’t see it in Schedule Transactions.
>>> Thanks
>>>
>>>
>>>
>>> *From:* David Carlson [mailto:david.carlson.417 at gmail.com]
>>> *Sent:* Monday, September 25, 2017 11:39 AM
>>> *To:* Matthew Pounsett <matt at conundrum.com>
>>> *Cc:* rmomxtx at gmail.com; Gnucash Users <gnucash-user at gnucash.org>
>>> *Subject:* Re: Scheduled transactions
>>>
>>>
>>>
>>> I use Remind in Advance for that purpose, but it is somewhat clumsy
>>> too.  I put the word Sched in the Num field to remind me that the
>>> transaction has not really happened yet.
>>>
>>> David C
>>>
>>>
>>>
>>> On Mon, Sep 25, 2017 at 10:12 AM, Matthew Pounsett <matt at conundrum.com>
>>> wrote:
>>>
>>> On 25 September 2017 at 10:57, <rmomxtx at gmail.com> wrote:
>>>
>>> > Is there a way to tell GnuCash to process a scheduled transaction early
>>> > other than to chance the date of each transaction? Some months I would
>>> like
>>> > to do my monthly accounting earlier than the first of the month. Only
>>> way I
>>> > have found to do that is to change the dates of the scheduled
>>> transactions
>>> > or the number of days to create in advance. That is a one-by-one
>>> operation.
>>> > I'm looking for a way to tell GnuCash to go ahead and process all of
>>> the
>>> > scheduled transactions early.
>>> >
>>> > I don't think there's a way to do precisely what you're asking.  My
>>> suggestion would be to tell GnuCash to Create in Advance by a week or so.
>>> Then, for CC payments for example, if you make them a few days early just
>>> change the date of the transaction that GC creates.  I do this myself for
>>> regularly occurring transactions that don't have predictable dates.  For
>>> example, my Internet Service Provider for some reason doesn't bill on
>>> exactly the same date every month, and it can be +/-5 days from the
>>> average.
>>>
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>>>
>>
>>


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