[GNC] Advancing scheduled transactions
rmomxtx at gmail.com
rmomxtx at gmail.com
Thu Dec 30 12:25:38 EST 2021
Thanks Gyle, What I was trying to communicate is that I already use the create in advance function. Works better for me to set all of my scheduled transactions to create up to 25 days or more in advance. They all post on or about the 1st. Except for a little inconvenience, I can’t think of a good reason to post them any earlier for my purposes. I got the answer I was looking for, nice feature that doesn’t exist yet. Appreciate your input, Roger (without the “d” 😊) Happy new year.
From: Gyle McCollam <gmccollam at live.com>
Sent: Thursday, December 30, 2021 10:02 AM
To: rmomxtx at gmail.com
Cc: gnucash-user at gnucash.org
Subject: Re: [GNC] Advancing scheduled transactions
Rodger,
Even though I agree with your initial premise that it would be good to be able to select a scheduled transaction and post it early without actually editing the scheduled transaction, I have found that the create in advance function works very well as an alternative. In my earlier email, I cited my example of a payment scheduled for the 1st that was going to post on 12/31 because the 1st fell on a Saturday. After, the suggestion of fellow users, I decided to edit the scheduled transaction, permanently, to post 3 days early. When the scheduled transaction post, it posted on 12/29 with a date of 12/31. Then all I had to do was edit the transaction in the register to the correct date of 12/30. Now I don't have to edit the scheduled transaction ever again and I will get what I need every month.
Thank You,
Gyle McCollam
Gyle McCollam
609.680.2326 Mobile
<mailto:gmccollam at gyleshomes.com> gmccollam at live.com email
_____
From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org <mailto:gnucash-user-bounces+gylemc=gmail.com at gnucash.org> > on behalf of Robin Chattopadhyay <robinraymn at gmail.com <mailto:robinraymn at gmail.com> >
Sent: Thursday, December 30, 2021 10:15 AM
To: Gnucash Users <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org> >
Subject: Re: [GNC] Advancing scheduled transactions
This was my thought also.
If you don't want the scheduled transaction to be created in advance every
month, then leave it set to zero. When you do want to create early, change
the create-in-advance value to a large enough value that it will create
today, run the scheduled transactions, and then adjust the posting date.
On Thu, Dec 30, 2021 at 9:03 AM D. via gnucash-user <
gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org> > wrote:
> Roger,
>
> I still don't understand.
>
> If you set your scheduled transactions to be created 45 days in advance,
> then your January 1, 2022 transaction will be created in mid-November (with
> a date of 01-01-2022), and you can change its date directly in the register
> at any point after that. Why is that any more difficult than what you're
> asking for?
>
> David T.
>
>
> -------- Original Message --------
> From: rmomxtx at gmail.com <mailto:rmomxtx at gmail.com>
> Sent: Thu Dec 30 08:52:05 EST 2021
> To: stephen.m.butler51 at gmail.com <mailto:stephen.m.butler51 at gmail.com>
> Cc: 'GnuCash' <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org> >
> Subject: Re: [GNC] Advancing scheduled transactions
>
> Thanks Steve,
>
>
>
> Kind of what I suspected. All my scheduled transactions are set to post on
> the 1st of the month regardless of the date posted. Not worth the trouble
> to do more than that for an occasional early payment. Yes, it would be a
> nice feature that isn't essential and probably not worth the developers'
> effort. Not sure where to submit an enhancement request.
>
>
>
> Great program regardless, worth a lot more than it costs. Reminds me of
> Airforce MAC flights. There are three things you can say about a MAC flight
> if you get on one, 1. It's a free ride, 2. It's a free ride, and 3. It's a
> free ride. 😊
>
>
>
> Happy new year,
>
> Roger
>
>
>
> -----Original Message-----
> From: Stephen M. Butler <Stephen.M.Butler51 at gmail.com <mailto:Stephen.M.Butler51 at gmail.com> >
> Sent: Wednesday, December 29, 2021 7:00 PM
> To: rmomxtx at gmail.com <mailto:rmomxtx at gmail.com>
> Cc: GnuCash <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org> >
> Subject: Re: [GNC] Advancing scheduled transactions
>
>
>
> Roger,
>
>
>
> That would be nice. Need to enter an enhancement request to have that
> added during the copious amounts of free time the developers have!
>
>
>
> But, to get around that limitation, I do use the "Create in Advance" so it
> is in the register early (but for the scheduled date). That way I can just
> adjust the date on the transaction that is already waiting.
>
>
>
> That's the only way now to move a scheduled transaction earlier. Now, if
> you want an extra one, duplicate it from the prior month.
>
>
>
> --Steve
>
>
>
> On 12/29/21 16:15, <mailto:rmomxtx at gmail.com> rmomxtx at gmail.com <mailto:rmomxtx at gmail.com> wrote:
>
> >
>
> > Steve,
>
> >
>
> > Just want the option to trigger a post manually, not a permanent
>
> > change in the schedule. As you do, I set up my scheduled transactions
>
> > to post on the 1^st of the month regardless of the date of the
>
> > transaction. I usually wait till the first to pay and post my bills to
>
> > accommodate the scheduled transactions limitations. It would be like
>
> > skipping a scheduled transaction for one month only the opposite,
>
> > activating it early. Pick a scheduled transaction and tell the program
>
> > to go ahead and post it today, on the 30^th of month prior to the next
>
> > scheduled transaction date. Hope that explains what I’m looking for.
>
> >
>
> > Thanks,
>
> >
>
> > Roger
>
> >
>
> > *From:* Steve Butler < <mailto:stephen.m.butler51 at gmail.com>
> stephen.m.butler51 at gmail.com <mailto:stephen.m.butler51 at gmail.com> >
>
> > *Sent:* Wednesday, December 29, 2021 10:47 AM
>
> > *To:* <mailto:rmomxtx at gmail.com> rmomxtx at gmail.com <mailto:rmomxtx at gmail.com>
>
> > *Subject:* Re: [GNC] Advancing scheduled transactions
>
> >
>
> > Not sure what you are asking. Do you want to permanently change the
>
> > date the transaction fires?
>
> >
>
> > Or is this just a random change because it came early that month?
>
> >
>
> > Note: I generally have scheduled transactions automatically post
>
> > 15-20 days early so I can see their effect in the registers of
>
> > interest. If I note that the transaction posted on a date different,
>
> > it is easy to change the date in that register.
>
> >
>
> > I haven't tried editing the general/overview panel on a scheduled
>
> > transaction to see if the scheduled date could be permanently changed.
>
> >
>
> > On Wed, Dec 29, 2021, 08:24 < <mailto:rmomxtx at gmail.com>
> rmomxtx at gmail.com <mailto:rmomxtx at gmail.com> > wrote:
>
> >
>
> > Is there a way to advance a specific scheduled transaction in
>
> > Version: 4.6
>
> > Build ID: 4.6+(2021-06-26). Be nice to have an option of advancing a
>
> > scheduled transaction for example when I get paid before the end
>
> > of the
>
> > month. I don't see a way to do that. Hasn't been one as far as I
>
> > know in
>
> > previous versions. Just be a handy feature.
>
> >
>
> >
>
> >
>
> > Happy New Year,
>
> >
>
> > Roger
>
> >
>
>
>
>
>
> --
>
> Stephen M Butler, PMP, PSM
>
> <mailto:Stephen.M.Butler51 at gmail.com> Stephen.M.Butler51 at gmail.com <mailto:Stephen.M.Butler51 at gmail.com>
>
> <mailto:kg7je at arrl.net> kg7je at arrl.net <mailto:kg7je at arrl.net>
>
> 253-350-0166
>
> -------------------------------------------
>
> GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8
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>
>
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