[GNC] Advancing scheduled transactions
rmomxtx at gmail.com
rmomxtx at gmail.com
Thu Dec 30 12:32:03 EST 2021
David,
All of my scheduled transactions are set to be created on or about the 1st of the month so the balances show what I can count on for the month. Works best for me. On occasion, when I get paid early, I would just post the income early, on the day it is received. It’s really just my Army retirement deposit that comes early some months. It isn’t that important to mess with it any more than that for my purposes. I just wait till the first of the month to do my accounting. Still, if there were a feature to allow you to tell the program to go ahead and process a scheduled transaction “today” I would use it.
Thanks for your input.
Happy New Year,
Roger
From: D. <sunfish62 at yahoo.com>
Sent: Thursday, December 30, 2021 9:01 AM
To: rmomxtx at gmail.com
Cc: Stephen M. Butler <stephen.m.butler51 at gmail.com>; gnucash-user at gnucash.org
Subject: Re: [GNC] Advancing scheduled transactions
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.
_____
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'
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
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