[GNC] 1) Vendor Overview Report Questions 2) Any issues if I upgrade from GC 3.8?

[David H]

Fran,

Can't help you with 1, 2 & 3 but...

4a - if you check the "Create Automatically" option the txn will be auto
created WITHIN gnucash. You can also check the "Notify me when created"
checkbox and you will get a notification when created.  It auto runs when
opening your file in Gnucash or you can click on Actions >> Scheduled
Transactions >> Since last run... to force it to run now.  See the wiki for
full details at https://wiki.gnucash.org/wiki/Scheduled_Transactions

4b - sure, I use this for credit card statement reminders although for
something like this I prefer Google Calendar :-)  You could probably setup
an Expenses:Reminders account to use as the account for both sides of the
transaction (although if you do this expect to see 2 txns in there) and
rely on a scheduled txn notification popping up to remind you?  With my CC
one side of the transaction is in the CC itself and the other goes to
Expenses:Statement Ending Reminder.

4. - No

5 - Yes on Windows 10 you will see a prompt to remove the older version, I
can't remember the exact wording but just say OK and it will remove the old
version and install the new version.  Some people would say backup your
Gnucash file here before updating (i.e. just copy the file somewhere).
I've never had an issue doing this but I always have a beckup on Dropbox
anyway if I were to need it :-)

Cheers David H.


On Mon, 20 Jul 2020 at 03:25, Fran_3 via gnucash-user <
gnucash-user at gnucash.org> wrote:

> 1 - Vendor Overview Report Question - How to add columns... like the
> Vendor Notes Column?We often put notes in this field about when invoices
> are normally received, when payments are due, payment terms, etc. It would
> be hand to see that when we clicked Business > Vendor > Vendors Overview
> 2 - Upcoming Expenses Report:Is there a report that list upcoming regular
> monthly bills by vendor and typical due date... and maybe average monthly
> amount?I would call this a "look ahead" feature to see what regular
> expenses are upcoming...
> The "Bill Due Reminder" report is somewhat like what I'm looking for but
> the difference is...I want regular monthly bills included even if we have
> not actually posted the bill yet.
> 3 - Future Cash Flow report.A report that shows predicted expenses vs
> predicted income... month by month... is this feature or something kind of
> like it in GC or planned?
>
> 4 - Reminders vs Scheduled Transactions
> 4a - Are "Scheduled Transactions" automatically executed... like a
> scheduled monthly payment... is it automatically deducted from your bank
> account... or does it just remind you in the "Bill Due Reminder" report?
> 4b - Anyway to just put a reminder into the system like maybe... Wife's
> Birthday or whatevr?
>
> 4 - Should I expect any issues if I upgrade from 3.8 to 4.0 on Windows 10?
> 5 - Will the upgrade automatically replace 3.8 or should I uninstall it
> first?
> Thanks for any help.
>
>
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