[GNC] Scheduled Transactions

[David H]

lj,

I'm Pretty sure you're correct on that.  I have tried previously to update
Scheduled Txns so I could delete incorrect ones and recreate them from a
certain date but without success.  I've never found anything to reset the
last occurred date recorded in Gnucash and invariably ended up manually
creating a new Scheduled Txn.  I have just tried right clicking on a past
transaction that was created by a Scheduled Txn template and clicking
Schedule on the context menu that pops up.  This created a duplicate
Scheduled Txn with a last occurred date of never which I was able to edit
and get triggered by using the "Since Last Run..." menu item so you can
probably replace a bad Scheduled Txn this way.

Cheers David H.


On Tue, 16 Feb 2021 at 11:23, lj <lj618 at pobox.com> wrote:

> I am pretty sure that does NOT work. You can change the start date for a
> scheduled transaction forward, or backwards, or change the transaction to
> non-repeating and then back to repeating... and the "last triggered" date
> will
> not change. Someone correct me if I'm wrong but I think editing the file
> is
> the only way to set the last triggered date to an earlier date (or to
> remove it).
>
>
> David Carlson wrote:
> > I think it may be possible to set the start date for an existing
> scheduled
> > transaction to an arbitrary date in the past to effectively reset the
> clock
> > on that scheduled transaction.  However, I do not have a test file handy
> or
> > the time to pursue that theory myself.
> >
> > Alternatively, one could duplicate a previously created transaction, then
> > memorize that transaction.  If the original scheduled transaction
> contained
> > formulas, the newly created scheduled transaction would have to be edited
> > to insert those formulas.  While formulas can be inserted into existing
> > transactions, they get evaluated instantly when the edit is committed, so
> > they must be saved as scheduled transactions to remain as formulas.
> >
> > One would have to remember to give the new scheduled transaction a
> > distinctive name to be easily found in the list of scheduled
> transactions,
> > since it will likely be named similarly to other existing transactions.
> >
> >
> >
> > On Sun, Feb 14, 2021 at 8:46 PM lj <lj618 at pobox.com> wrote:
> >
> >> bdp3 wrote:
> >>> But I still don't understand HOW to rerun the SX using a date in the
> >> past... My SX has many lines and deleting/re-writing it would be a
> hassle.
> >>>       > Questions:
> >>>       > How can the Scheduled be re-run for prior periods?
> >>
> >> The only way to do that is by editing your Gnucash data file with a text
> >> editor. Not recommended unless you are confident, keep backups, etc.
> >> Basically
> >> you close Gnucash, uncompress (gunzip) the data file, and open it in
> your
> >> text
> >> editor. Look for your scheduled transaction by name (<sx:name>...), and
> >> change
> >> the date in the sx:last tag. Save the file, recompress it with gzip, and
> >> reopen it in Gnucash.
> >>
> >> I've always thought it would be a neat feature to add: Have gnucash
> reset
> >> the
> >> last triggered date for a scheduled transaction if you change the start
> >> date
> >> (or something like that). No UI changes needed. It would provide a way
> to
> >> fix
> >> problems like this without affecting much else.
> >>
>
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