[GNC] Scheduled transactions: Why create in advance?

AEG aeg21212-forum at yahoo.com
Wed Jul 10 16:20:33 EDT 2019


Adrien,

Thanks for your input.
I don't really want to see the created transactions together. I want to see
(in advance) the effect scheduled transactions will have on individual
account balances when they are created but to delay creation until the
correct scheduled date. I am sure others would find this extremely useful if
the feature existed.

Alan


Adrien Monteleone-2 wrote
> 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@

> > 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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