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

[David H]

Oops forgot to mention the default Scheduled Transactions Preferences you
can set in Gnucash, pic below (hope it comes thru ok)....

[image: image.png]

On Mon, 20 Jul 2020 at 06:46, David H <hellvee at gmail.com> wrote:

> 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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