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

[David H]

Ah no got scrubbed, attaching instead :-)

Regards Dave H.


On Mon, 20 Jul 2020 at 06:51, David H <hellvee at gmail.com> wrote:

> 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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