[GNC] Scheduled transactions: Why create in advance?

[David Carlson]

Two of the great things that I like about GnuCash are

1. It allows rigorous adherence to double-entry bookkeeping at whatever
level of detail works for the user.

2  It provides tools that are very flexible and adaptable to the user's
preferred work methods, sometimes very easily, and sometimes they need some
creative adaptation.

In the case of scheduled transactions, I always put the word Sched in the
number field.  That tells me that the transaction need some TLC before I
consider it complete, whether it be correcting some values, deciding which
bank account to pay the bill out of, or even who to hire to mow the lawn.

I schedule some transactions several months early if I need to be sure to
have funds in the right place when they come due.

David Carlson

On Tue, Jul 9, 2019 at 6:03 PM Stephen M. Butler <kg7je at arrl.net> wrote:

> On 7/7/19 12:46 AM, AEG via gnucash-user 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
> 60!!  Wow.
> > 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!)
>
>
> So:  Edit - Preferences - Scheduled Transactions  and set the Create in
> Advance # of days didn't work for you?
>
> >
> > 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.
>
>
> Yup, I make typos also.  Easy to fix.  A couple of my transactions (one
> being the mortgage payment, change every month.  Thankfully I get
> advanced notice of the real values and can modify the scheduled
> transaction before it is created.  Missed doing that a couple of times.
> My fault.
>
> >
> > 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.
>
>
> Because it works for me for the handful of scheduled transactions that I
> have -- most of which don't change or might change once a year.
>
> If it doesn't fit your style, find something that does.  Or jump in and
> submit code to add an enhancement.
>
> Maybe create yourself a spreadsheet, convert to a csv transaction file,
> import it.
>
> >
> > Alan
> --Steve
>
> --
> Stephen M Butler, PMP, PSM
> Stephen.M.Butler51 at gmail.com
> kg7je at arrl.net
> 253-350-0166
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-- 
David Carlson