[GNC] Account report (Tommy Trussell)

davidvernonlong at gmail.com davidvernonlong at gmail.com
Wed Dec 9 17:38:16 EST 2020


Thanks Tommy,
I tried that and it worked fine. I did not want to use the A/R and invoicing
procedures as it was not appropriate in our case and we have relatively few
members, and not all of them need a statement. I prefer the simplicity of
the procedure you mentioned. To overcome the issue I had with no opening and
closing balances I found that under options- display for the report I could
tick "running balance", which I had not seen before.
Cheers
David

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Today's Topics:

   1.  How to use Reminders? (Fran_3)
   2.  Saving to MySQL (Ira Fuchs)
   3. Re:  How to use Reminders? (Derek Atkins)
   4. Re:  Account report (Tommy Trussell)
   5. Re:  How to use Reminders? (Fran_3)
   6. Re:  Possible Jump Enhancement (Tommy Trussell)
   7. Re:  Possible Jump Enhancement (Adrien Monteleone)
   8. Re:  How to use Reminders? (Tommy Trussell)
   9. Re:  How to use Reminders? (Stephen M. Butler)


----------------------------------------------------------------------

Message: 1
Date: Wed, 9 Dec 2020 18:10:48 +0000 (UTC)
From: Fran_3 <mailbox0600 at yahoo.com>
To: Gnucash Users <gnucash-user at gnucash.org>
Subject: [GNC] How to use Reminders?
Message-ID: <1828325465.6250073.1607537448781 at mail.yahoo.com>
Content-Type: text/plain; charset=UTF-8

Problem with "Bills Due" reminder popup is if you have forgotten to Post the
bill you don't get reminded.Problem with missing your boss's birthday is you
forgot what date it was.
So, how do you create a general purpose Reminders for various things in
GnuCash like..- Post Electric Bill Today (this reminds you to go find the
bill online or in the mail or wherever & post it)
- Boss's birthday is on April 1st- Valentines Day coming up on February
14th- Leave check under door mat for yard guy I see the calendar view via
clicking... Actions > Schedule > Edit Scheduled Transactions And the tabs &
fields when I click "New"
And most of the fields are obvious except under Template Transaction... I'm
clueless about what I'm looking at...Is tat a template for...- a new bill to
be posted- a reminder to pay a bill- or what?
And, what about a reminder that is not a financial transaction?
Questions:
1 - Is there a way to create General Purpose Reminders in GnuCash?
2 - Where can I find instructions on how to navigate to General Purpose
Reminders?

3 - Is there a document that explains the use of the various fields in
either...
a. the General Purpose Reminder or in 

b. Scheduled Transactions Reminders?
Thanks for any help.





------------------------------

Message: 2
Date: Wed, 9 Dec 2020 13:47:01 -0500
From: Ira Fuchs <irafuchs at gmail.com>
To: gnucash-user at gnucash.org
Subject: [GNC] Saving to MySQL
Message-ID: <2D0DBBD3-9BA6-463E-81ED-EE8D8ACF1AA7 at gmail.com>
Content-Type: text/plain;	charset=us-ascii

I have installed MySQL 8.0.22 on a Mac running Mojave (v10.14.6) with no
changes to any configuration file. I would like to save my GnuCash file to
this server but I am getting an error:

The server at URL mysql://root@localhost/gnucash
<mysql://root@localhost/gnucash> experienced an error or encountered bad or
corrupt data.

What to do?

------------------------------

Message: 3
Date: Wed, 9 Dec 2020 13:50:42 -0500
From: "Derek Atkins" <derek at ihtfp.com>
To: "Fran_3" <mailbox0600 at yahoo.com>
Cc: "Gnucash Users" <gnucash-user at gnucash.org>
Subject: Re: [GNC] How to use Reminders?
Message-ID:
	<42107c74d404ae6c48945db9e31cc31f.squirrel at mail2.ihtfp.org>
Content-Type: text/plain;charset=utf-8

Hi,

Before I respond inline below, I just want to point out that GnuCash is not
a calendaring system.  If you want to remember things like your Boss'
birthday or Valentine's day, there are much better tools (like your
calendar!) to do that.  So use those tools for those kinds of reminders.

Having said that....

On Wed, December 9, 2020 1:10 pm, Fran_3 via gnucash-user wrote:
> Problem with "Bills Due" reminder popup is if you have forgotten to 
> Post the bill you don't get reminded.

Why do you not post the bill as soon as you get it?  I mean, if you take the
time to enter in your bill into the system, why not post it immediately?
It's not like the bill is going to change over time, or be ammended.  So in
the immortal words of "Doctor, it hurts when I do this"...  "Don't Do That."

Post your bill when you enter it.  That's what the reminders are for, to pay
the bill that you entered AND POSTED.

>      Problem with missing your boss's birthday is you forgot what date 
> it was.

This is not a GnuCash problem; use your calendar for that.  There are many
options, like Orange and Evolution, which will do a MUCH better job.

> So, how do you create a general purpose Reminders for various things 
> in GnuCash like..- Post Electric Bill Today (this reminds you to go 
> find the bill online or in the mail or wherever & post it)
> - Boss's birthday is on April 1st- Valentines Day coming up on 
> February
> 14th- Leave check under door mat for yard guy

None of these reminders belong in GnuCash.

> I see the calendar view via clicking... Actions > Schedule > Edit 
> Scheduled Transactions And the tabs & fields when I click "New"
> And most of the fields are obvious except under Template Transaction...
> I'm clueless about what I'm looking at...Is tat a template for...- a 
> new bill to be posted- a reminder to pay a bill- or what?

The Template Transaction is the transaction you have scheduled.  The
template will be executed and posted into your accounts when the SX fires.
 The template can be anything (well, any transaction -- you cannot schedule
a Business feature object like Invoice or Bill).  I, personally, use them to
schedule Loan (and Mortgage) payments, because it can approximate interest
calculations.

> And, what about a reminder that is not a financial transaction?
> Questions:
> 1 - Is there a way to create General Purpose Reminders in GnuCash?

No.

> 2 - Where can I find instructions on how to navigate to General 
> Purpose Reminders?

Read up on Evolution (the program, not the Theory of).

> 3 - Is there a document that explains the use of the various fields in 
> either...
> a. the General Purpose Reminder or in
>
> b. Scheduled Transactions Reminders?

There should be documentation the SX Editor, yes.  Check the Help file.

Oh, one more thing -- keep in mind that you can post-date a transaction. 
For example, I tell my bank to go pay my credit card $1234 on the 17th. 
Even though today is the 9th, I can enter a transaction dated the 17th from
Bank -> CC for $1234, so GnuCash records that I set the bank billpay up to
do that for me.

Hope this helps,

> Thanks for any help.

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
       Derek Atkins                 617-623-3745
       derek at ihtfp.com             www.ihtfp.com
       Computer and Internet Security Consultant



------------------------------

Message: 4
Date: Wed, 9 Dec 2020 13:30:31 -0600
From: Tommy Trussell <tommy.trussell at gmail.com>
To: David Long <davidvernonlong at hotmail.com>, GNU Cash User
	<gnucash-user at gnucash.org>
Subject: Re: [GNC] Account report
Message-ID:
	<CABNyZMzKvoZp_5NfFWHjNrj9QyGmhYZ9npWi=n6usABS9jqj0w at mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"

On Tue, Dec 8, 2020 at 9:47 PM David Long <davidvernonlong at hotmail.com>
wrote:

> Hi, how can I select just the last few months for an "Account Report". 
> I am getting the whole history of the account from the first ever 
> transaction?  I can use the "Transaction Report", instead and select 
> which account and periods I want, but then I do not see the opening 
> and closing balance.
>
> I am using the accounts to control the member's accounts of a sailing 
> club and wanted to use this report to produce member's statements.
>

Here's what I do for a small religious organization, which might work for
your sailing club.

I have a separate account for each person (actually two accounts in some
cases because we keep track of "in kind" contributions, too) and give them a
statement for the previous year.

I created a transaction report, and selected the account(s) as necessary for
a particular person.

I set the date ranges to "Start of previous year" and "End of previous
year." Obviously you could use "...Previous Quarter" or specific dates as
needed.

I also added appropriate subtotals on the Sorting tab.

Then I used the Report Name field to put the person's name at the top. (It
could also say Quarterly Contributions or 2019 Contributions or whatever.)

After I got the report to display the information I wanted for that
particular contributor, I saved the report using the Save Report
Configuration button and renamed it generically, something like "Individual
Contribution Report."

Then when it's time to create individual statements, I open Reports -->
Saved Report Configurations and choose the report I saved. One person's
report is ready to go, so I print it.

For each additional person, I change the report name and the account(s) it
points to, and print. I repeat the process for each contributor.

For the very small religious organization, the process doesn't take very
long. The organization sends acknowledgement letters for designated gifts,
but only sends annual giving reports to folks who have given more than some
particular amount, I think $200.

If your sailing club has more than a couple of dozen members, you might save
some time in the long run by creating a transaction report containing data
for the entire club, and exporting that data to a spreadsheet or database
and use the data to generate a form letter for each person using something
like LibreOffice's mail merge feature. Or LibreOffice Base's report writer,
if you can puzzle it out.

(Unfortunately LibreOffice's mail merge feature is unnecessarily fidgety. I
use it every year to send out detailed renewal contracts for another
organization. I keep detailed notes on how to make my contracts and letters
work because it took me a long time to figure it out, years ago, and that
particular feature has not really improved over time. That's one thing that,
last time I used it, decades ago, Microsoft Word handled much more easily.
But I was determined to support Open Source software.)



> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>


------------------------------

Message: 5
Date: Wed, 9 Dec 2020 20:03:00 +0000 (UTC)
From: Fran_3 <mailbox0600 at yahoo.com>
To: Derek Atkins <derek at ihtfp.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] How to use Reminders?
Message-ID: <1950798388.2184177.1607544180698 at mail.yahoo.com>
Content-Type: text/plain; charset=UTF-8

 Please, wake up and smell the real world small business day old burnt
coffee at the end of a 12 hour day when you are trying to do the bookkeeping
and still get home for a few hours sleep before it all starts over again...
Look... if you are working the front desk, or the floor, and trying to do
other small business duties, doing the books, and trying to keep up with
bills from a large quantity of vendors...- And some vendors don't actually
send you a bill, they just expect you to know they want their payment by the
10th of the month or whatever...- While other vendors send bills via snail
mail...- And other vendors email bills- And now some small vendors are even
(exclusively) using Social Media Private Messenger instead of email to send
bills...
- So bills are coming in from every direction...Some times it gets very hard
to keep up with the mail, email, etc...Results... things fall through the
cracks no matter how hard you work.
So now you are telling me to keep up with multiple calendars ! Yet another
job piled on the head of some poor owner or employee working at a conically
understaffed, hanging on for dear life, small business !!!
Forget the damn boss's birthday and Valentines day... the main issue here is
having specific reminders to remember to go find and post every bill that
came in from who knows where.
If it were that easy to "just post the bills" the OP would have never been
created.
Sorry for the rant, we love GC... but creating/modifying the code for a
simple general purpose reminder ain't that big of a job.
My guess here is this is about setting design boundaries to minimize project
creep... got it... but this one is so close to the line that I dare
characterize it as a reasonable "suggestion"...
There is probably a way to use the current reminder feature to "fake it"
just to get an "in your face" reminder to? do whatever. I'll post back? if?
I come up with such.




    On Wednesday, December 9, 2020, 1:50:45 PM EST, Derek Atkins
<derek at ihtfp.com> wrote:  
 
 Hi,

Before I respond inline below, I just want to point out that GnuCash is not
a calendaring system.? If you want to remember things like your Boss'
birthday or Valentine's day, there are much better tools (like your
calendar!) to do that.? So use those tools for those kinds of reminders.

Having said that....

On Wed, December 9, 2020 1:10 pm, Fran_3 via gnucash-user wrote:
> Problem with "Bills Due" reminder popup is if you have forgotten to 
> Post the bill you don't get reminded.

Why do you not post the bill as soon as you get it?? I mean, if you take the
time to enter in your bill into the system, why not post it immediately??
It's not like the bill is going to change over time, or be ammended.? So in
the immortal words of "Doctor, it hurts when I do this"...? "Don't Do That."

Post your bill when you enter it.? That's what the reminders are for, to pay
the bill that you entered AND POSTED.

>? ? ? Problem with missing your boss's birthday  is you forgot what 
>date it was.

This is not a GnuCash problem; use your calendar for that.? There are many
options, like Orange and Evolution, which will do a MUCH better job.

> So, how do you create a general purpose Reminders for various things 
> in GnuCash like..- Post Electric Bill Today (this reminds you to go 
> find the bill online or in the mail or wherever & post it)
> - Boss's birthday is on April 1st- Valentines Day coming up on 
> February
> 14th- Leave check under door mat for yard guy

None of these reminders belong in GnuCash.

> I see the calendar view via clicking... Actions > Schedule > Edit 
> Scheduled Transactions And the tabs & fields when I click "New"
> And most of the fields are obvious except under Template Transaction...
> I'm clueless about what I'm looking at...Is tat a template for...- a 
> new bill to be posted- a reminder to pay a bill- or what?

The Template Transaction is the transaction you have scheduled.? The
template will be executed and posted into your accounts when the SX fires.
 The template can be anything (well, any transaction -- you cannot schedule
a Business feature object like Invoice or Bill).? I, personally, use them to
schedule Loan (and Mortgage) payments, because it can approximate interest
calculations.

> And, what about a reminder that is not a financial transaction?
> Questions:
> 1 - Is there a way to create General Purpose Reminders in GnuCash?

No.

> 2 - Where can I find instructions on how to navigate to General 
> Purpose Reminders?

Read up on Evolution (the program, not the Theory of).

> 3 - Is there a document that explains the use of the various fields in 
> either...
> a. the General Purpose Reminder or in
>
> b. Scheduled Transactions Reminders?

There should be documentation the SX Editor, yes.? Check the Help file.

Oh, one more thing -- keep in mind that you can post-date a transaction. 
For example, I tell my bank to go pay my credit card $1234 on the 17th. 
Even though today is the 9th, I can enter a transaction dated the 17th from
Bank -> CC for $1234, so GnuCash records that I set the bank billpay up to
do that for me.

Hope this helps,

> Thanks for any help.

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

--
? ? ? Derek Atkins? ? ? ? ? ? ? ? 617-623-3745 ? ? ? derek at ihtfp.com? ? ? ?
? ? www.ihtfp.com ? ? ? Computer and Internet Security Consultant

  

------------------------------

Message: 6
Date: Wed, 9 Dec 2020 15:35:47 -0600
From: Tommy Trussell <tommy.trussell at gmail.com>
To: Adrien Monteleone <adrien.monteleone at lusfiber.net>
Cc: GnuCash-User <gnucash-user at lists.gnucash.org>
Subject: Re: [GNC] Possible Jump Enhancement
Message-ID:
	<CABNyZMznXAWtMGT4mi-qANa4eXuRVxWX4Xms-USZuzFHER09dQ at mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"

On Wed, Dec 9, 2020 at 10:54 AM Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> On 12/9/20 9:25 AM, David Carlson wrote
> > Just to stir up the muddy bottom, I too often forget to commit the 
> > transaction in the previous tab, which can mean getting a 'Save the
> Changed
> > transaction' warning which doesn't reference exactly which 
> > transaction
> was
> > changed, or whether it was the cat walking across the keyboard that
> changed
> > it.
>
> I agree, that error message could be a bit more descriptive, and if 
> I'm not mistaken, there is a bug report on it, or else I'm just 
> recalling seeing it discussed before.
>

Bug 686051 ?

https://bugs.gnucash.org/show_bug.cgi?id=686051


------------------------------

Message: 7
Date: Wed, 9 Dec 2020 15:52:56 -0600
From: Adrien Monteleone <adrien.monteleone at lusfiber.net>
To: gnucash-user at lists.gnucash.org
Subject: Re: [GNC] Possible Jump Enhancement
Message-ID: <rqrgvo$o0u$1 at ciao.gmane.io>
Content-Type: text/plain; charset=UTF-8; format=flowed

That might be what I was thinking of. It is about the triggering of the
message, but not the vagueness of the message itself. I should think those
two are separate issues.

Regards,
Adrien

On 12/9/20 3:35 PM, Tommy Trussell wrote:

> 
> Bug 686051 ?
> 
> https://bugs.gnucash.org/show_bug.cgi?id=686051



------------------------------

Message: 8
Date: Wed, 9 Dec 2020 15:55:56 -0600
From: Tommy Trussell <tommy.trussell at gmail.com>
To: Fran_3 <mailbox0600 at yahoo.com>
Cc: Derek Atkins <derek at ihtfp.com>, Gnucash Users
	<gnucash-user at gnucash.org>
Subject: Re: [GNC] How to use Reminders?
Message-ID:
	<CABNyZMzmsvMehSrVkwz_uVhVtAvmo+77F+dr_L8NYzMaY-sQvA at mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"

On Wed, Dec 9, 2020 at 2:05 PM Fran_3 via gnucash-user <
gnucash-user at gnucash.org> wrote:

> There is probably a way to use the current reminder feature to "fake it"
> just to get an "in your face" reminder to  do whatever. I'll post back  
> if I come up with such.
>

If you create a scheduled transaction with NOTHING in the Template
Transaction tab, GnuCash will remind you of its existence when it kicks off.
Just don't tick the "Create Automatically" option so the transaction will
always appear in the Since Last Run dialog.

Note that you can create scheduled transactions that follow several kinds of
rules, such as the fifteenth of the month, or four days before the third
Wednesday of each month, etc. etc.

I name my reminder Scheduled Transactions something like "Download BigBank
Statement" or "Transfer Niece's Funds to LittleBank" along with some text
reminding me what day of the month the reminder is intended to appear.

If the Scheduled Transaction gets to the "To Create" status and you don't
want it to go away yet, you can change the reminder's status in the Since
Last Run dialog. I'm not in front of a system with any pending transactions
at the moment but there are several statuses to choose from.

As Derek stated, GnuCash is NOT the best tool for calendar entries, but you
CAN use Scheduled Transactions for reminder items. If you let your
imagination roam you automate a few financial tasks using the transactions
themselves. :-)


> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>


------------------------------

Message: 9
Date: Wed, 9 Dec 2020 14:15:35 -0800
From: "Stephen M. Butler" <kg7je at arrl.net>
To: gnucash-user at gnucash.org
Subject: Re: [GNC] How to use Reminders?
Message-ID: <6d7011ad-1806-8e70-42c3-37534b3b3375 at gmail.com>
Content-Type: text/plain; charset=utf-8; format=flowed

On 12/9/20 12:03 PM, Fran_3 via gnucash-user wrote:
>   Please, wake up and smell the real world small business day old burnt
coffee at the end of a 12 hour day when you are trying to do the bookkeeping
and still get home for a few hours sleep before it all starts over again...
> Look... if you are working the front desk, or the floor, and trying to do
other small business duties, doing the books, and trying to keep up with
bills from a large quantity of vendors...- And some vendors don't actually
send you a bill, they just expect you to know they want their payment by the
10th of the month or whatever...- While other vendors send bills via snail
mail...- And other vendors email bills- And now some small vendors are even
(exclusively) using Social Media Private Messenger instead of email to send
bills...
> - So bills are coming in from every direction...Some times it gets very
hard to keep up with the mail, email, etc...Results... things fall through
the cracks no matter how hard you work.
> So now you are telling me to keep up with multiple calendars ! Yet another
job piled on the head of some poor owner or employee working at a conically
understaffed, hanging on for dear life, small business !!!
> Forget the damn boss's birthday and Valentines day... the main issue here
is having specific reminders to remember to go find and post every bill that
came in from who knows where.
> If it were that easy to "just post the bills" the OP would have never been
created.
> Sorry for the rant, we love GC... but creating/modifying the code for a
simple general purpose reminder ain't that big of a job.
> My guess here is this is about setting design boundaries to minimize
project creep... got it... but this one is so close to the line that I dare
characterize it as a reasonable "suggestion"...
> There is probably a way to use the current reminder feature to "fake it"
just to get an "in your face" reminder to? do whatever. I'll post back? if?
I come up with such.

Yes, please, wake up!? Use the correct tool for the intended job. Don't
pound a nail with the screwdriver.? And definitely don't use the hammer to
attempt to drive a phillips screw into the wall.

1.? Get a good email client that also has a decent calendar.? Being on
Linux/Ubuntu I use Thunderbird.? It has a great calendar system that links
up with Google Calendar (and the mail client links up really well with
Gmail).? The wife (an accountant) also uses Thunderbird on her less
desirable Windows box.? Both of us share the calendar and mail with our
phones and tablets.? Yes, I see her calendar and she sees mine.? That way I
don't have to fire up GnC to find what what is happening today (or
tomorrow).

2.? Get a better bank or credit union.? Mine can get electronic bills from
most of my vendors and will send me a notice when the invoice comes in.? I
can even flag certain vendors to auto-pay so all I have to do is download
the checking transactions from the bank.? For those that won't play nice
with the bank, I still enter their information and bills (as I receive them)
into the bank's payment feature so that the bank pays the postage and stuffs
it into the envelope or me (at no charge).

3.? Setup the recurring transactions in the transaction scheduler. It can
handle such things as recording the SSA insecurity check deposit on the 2nd
Wednesday of each month.? Or the internet charge from Century-can't-Link on
the 28th of each month.? [and since the bank also sees the invoice and the
vendor is flagged to auto-pay, well, doesn't leave much for me to do except
fire up GnC once in a while].

4.? Maybe you have too many vendors.

5.? Maybe not enough employees.

6.? Automate what you can in small steps.? I'd recommend starting with that
email/calendar system that auto-syncs with your phone, tablet, laptop,
desktop, wife's set of devices, etc.? Do one at a time.? Don't automate
everything at once.? You can hire consultants to do the software setup and
integration.

PS.? You can setup recurring calendar items in Thunderbird, Google Calendar,
Android Calendar and they all link together.
>
>
>
>
>      On Wednesday, December 9, 2020, 1:50:45 PM EST, Derek Atkins
<derek at ihtfp.com> wrote:
>   
>   Hi,
>
> Before I respond inline below, I just want to point out that GnuCash 
> is not a calendaring system.? If you want to remember things like your
Boss'
> birthday or Valentine's day, there are much better tools (like your
> calendar!) to do that.? So use those tools for those kinds of reminders.
>
> Having said that....
>
> On Wed, December 9, 2020 1:10 pm, Fran_3 via gnucash-user wrote:
>> Problem with "Bills Due" reminder popup is if you have forgotten to 
>> Post the bill you don't get reminded.
>> t
> Why do you not post the bill as soon as you get it?? I mean, if you 
> take the time to enter in your bill into the system, why not post it 
> immediately?? It's not like the bill is going to change over time, or 
> be ammended.? So in the immortal words of "Doctor, it hurts when I do 
> this"...? "Don't Do That."
>
> Post your bill when you enter it.? That's what the reminders are for, 
> to pay the bill that you entered AND POSTED.
>
>>  ? ? ? Problem with missing your boss's birthday is you forgot what 
>> date it was.
> This is not a GnuCash problem; use your calendar for that.? There are 
> many options, like Orange and Evolution, which will do a MUCH better job.
>
>> So, how do you create a general purpose Reminders for various things 
>> in GnuCash like..- Post Electric Bill Today (this reminds you to go 
>> find the bill online or in the mail or wherever & post it)
>> - Boss's birthday is on April 1st- Valentines Day coming up on 
>> February
>> 14th- Leave check under door mat for yard guy
> None of these reminders belong in GnuCash.
>
>> I see the calendar view via clicking... Actions > Schedule > Edit 
>> Scheduled Transactions And the tabs & fields when I click "New"
>> And most of the fields are obvious except under Template Transaction...
>> I'm clueless about what I'm looking at...Is tat a template for...- a 
>> new bill to be posted- a reminder to pay a bill- or what?
> The Template Transaction is the transaction you have scheduled.? The 
> template will be executed and posted into your accounts when the SX fires.
>   The template can be anything (well, any transaction -- you cannot 
> schedule a Business feature object like Invoice or Bill).? I, 
> personally, use them to schedule Loan (and Mortgage) payments, because 
> it can approximate interest calculations.
>
>> And, what about a reminder that is not a financial transaction?
>> Questions:
>> 1 - Is there a way to create General Purpose Reminders in GnuCash?
> No.
>
>> 2 - Where can I find instructions on how to navigate to General 
>> Purpose Reminders?
> Read up on Evolution (the program, not the Theory of).
>
>> 3 - Is there a document that explains the use of the various fields 
>> in either...
>> a. the General Purpose Reminder or in
>>
>> b. Scheduled Transactions Reminders?
> There should be documentation the SX Editor, yes.? Check the Help file.
>
> Oh, one more thing -- keep in mind that you can post-date a transaction.
> For example, I tell my bank to go pay my credit card $1234 on the 17th.
> Even though today is the 9th, I can enter a transaction dated the 17th 
> from Bank -> CC for $1234, so GnuCash records that I set the bank 
> billpay up to do that for me.
>
> Hope this helps,


You can even have GnC pre-post the scheduled transactions for you. I have
most of mine set to 15 days.? Sometimes I wish I'd set them to 30 days.
>
>> Thanks for any help.
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
> -derek
>

Yes, I am a certified Project Management Professional.? You need someone to
help organize yourself.

--
Stephen M Butler, PMP, PSM
Stephen.M.Butler51 at gmail.com
kg7je at arrl.net
253-350-0166
-------------------------------------------
GnuPG Fingerprint:  8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8



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