[GNC] Scheduled transaction with variable amount
Gyle McCollam
gmccollam at live.com
Wed Jul 28 10:28:49 EDT 2021
Speaking of reconciliation, I have a problem with deposits not showing on one of my accounts and I don't know why this is happening (see below). I didn't include the right side, which is fine, because it shows other banks and credit accounts. Even if I maximize the page it doesn't change.
[cid:4011b06e-5772-49ff-b374-e249e2baaa78]
Thank You,
Gyle McCollam
Gyle McCollam
609.680.2326 Mobile
gmccollam at live.com<mailto:gmccollam at gyleshomes.com> email
________________________________
From: D. <sunfish62 at yahoo.com>
Sent: Wednesday, July 28, 2021 8:17 AM
To: Aleksandar Kocic <akocic11 at gmail.com>
Cc: David Carlson <david.carlson.417 at gmail.com>; Gyle McCollam <gmccollam at live.com>; gnucash-user at gnucash.org <gnucash-user at gnucash.org>; Derek Atkins <derek at ihtfp.com>
Subject: Re: [GNC] Scheduled transaction with variable amount
Creating a transaction for a total amount as of a certain date doesn't seem particularly useful. What if you have a dispute, or a return, or a transaction that is not accurate, or needs correction? An automatically-created transaction will need to be corrected as well.
Gnucash provides an option during the final step of the reconcile process to create a payment in the total statement amount. From an accounting perspective, this is the best point to create this payment. You have just established that your books and theirs match, and the amount due is confirmed.
If you're not seeing this dialog during the reconcile process, you have turned the feature off for that account, but it can be reset. Just don't ask me how...
David T.
________________________________
From: Aleksandar Kocic
Sent: Tue Jul 27 21:51:04 EDT 2021
To: David Carlson
Cc: Gyle McCollam , "gnucash-user at gnucash.org" , Derek Atkins
Subject: Re: [GNC] Scheduled transaction with variable amount
Thanks,
While there is a way to not enter the amount, it is not an automated
process, and, in a sense, it is not different from putting a random value
and changing it later. Also, if a transaction can't be created
automatically, it means it will be even more manual steps to get it done.
What I was looking for is a scheduler checking the account balance and
setting the value automatically.
Maybe one day.
Regards,
Aleksandar
On Tue, Jul 27, 2021 at 8:43 PM David Carlson <david.carlson.417 at gmail.com>
wrote:
Gyle,
I believe you cannot create a transaction with a variable automatically
created, i.e. do not check the second box in the editor screen. Then it
will ask for a value when you run the since last run assistant.
On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam <gmccollam at live.com> wrote:
Derek, this is something I was looking for, however when I tried to put
"total" in the debit and credit formula it wouldn't allow the "s. So I
tried with the quotes and it wouldn't save the scheduled transaction.
See
the attach screen shot. Can you tell me what I did wrong?
[cid:b223ae00-6131-45ea-a805-a1b590e0d7dc]
Thank You,
Gyle McCollam
Gyle McCollam
609.680.2326 Mobile
gmccollam at live.com<mailto:gmccollam at gyleshomes.com> email
________________________________
From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com<http://gmail.com>@gnucash.org>
on
behalf of Derek Atkins <derek at ihtfp.com>
Sent: Tuesday, July 27, 2021 4:37 PM
To: Aleksandar Kocic <akocic11 at gmail.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] Scheduled transaction with variable amount
Hi,
On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote:
Hi there,
I wonder if it would be possible to schedule a transaction with a
variable
amount. For example, if I want to schedule a credit card payment, I
need
to
provide a fixed amount per transaction although we know that these
amounts vary month to month. Instead, it would be nice to have a way to
set
a transaction that would just pay the balance every month.
Yes, just put a variable (string) in the debit/credit formula. Eg,
"total". When the SX fires, it will ask you for the actual amount to put
in.
Enjoy.
Please advise.
Regards,
Aleksandar
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-derek
--
Derek Atkins 617-623-3745
derek at ihtfp.com www.ihtfp.com<http://www.ihtfp.com><http://www.ihtfp.com>
Computer and Internet Security Consultant
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