[GNC] Scheduled transactions: Why create in advance?

Adrien Monteleone adrien.monteleone at lusfiber.net
Sun Jul 7 05:27:25 EDT 2019


There is checkbox on the Since Last Run dialog to ‘Review Created Transactions’ that allows you to make adjustments if you wish. They will all appear together Journal style.

You could also employ the Budget Module to plan the future transactions instead of creating them in advance, and then use the Budget Report to show you their effect on various balances.

Regards,
Adrien

> On Jul 7, 2019, at 2:46 AM, AEG via gnucash-user <gnucash-user at gnucash.org> wrote:
> 
> Having found that the only way to see the future effects of scheduled
> transactions on my account balances is to "Create in advance", I went
> through the tedious process of individually setting all 60+ of my scheduled
> transactions to create 14 days in advance, then later going through the
> whole process again to change this to 7 days in advance. (A global setting
> would have saved a lot of time!)
> 
> Although creating in advance is not a problem for some transactions,
> undesirable consequences with others have persuaded me to abandon this
> feature entirely and rely on AceMoney to provide the information I seek. (I
> had hoped to discontinue use of AceMoney in favour of GnuCash). The problem
> I refer to is as follows...
> 
> Two of my scheduled transactions, which were set to create 14 days in
> advance, turned out to have errors or lacked information that I wanted to
> enter on those and all future transactions. This meant that, not only did I
> have to edit the future transactions in Transaction Editor but to also
> individually edit the ones that had already been created.
> 
> If the transactions were just made visible in the account registers but not
> created, I would have been able to spot the errors and change the scheduled
> transactions before any of them were created, which is something I can
> easily do in AceMoney. This leaves me wondering how/why others use the
> "Create in Advance" feature because I'm finding it difficult to understand
> why it exists.
> 
> Alan



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