[GNC] Scheduled transaction with variable amount
David Carlson
david.carlson.417 at gmail.com
Wed Jul 28 11:32:52 EDT 2021
Gyle,
It looks like there are some spurious characters somewhere in your data.
Do you see problems in any other windows such as import windows, the chart
of accounts or other places?
On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam <gmccollam at live.com> wrote:
> 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
>
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
> -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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> --
> David Carlson
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--
David Carlson
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