[GNC] Scheduled transaction with variable amount

D sunfish62 at yahoo.com
Wed Jul 28 13:08:23 EDT 2021


So, now this thread is officially hijacked. I hope OP finds a solution to his problem, or reports back his solution. 

On Jul 28, 2021, 11:33, at 11:33, David Carlson <david.carlson.417 at gmail.com> wrote:
>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
>> ________________________________
>>
>>  gnucash-user mailing list
>>  gnucash-user at gnucash.org
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>>  Please remember to CC this list on all your replies.
>>  You can do this by using Reply-To-List or Reply-All.
>>
>> ________________________________
>>
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
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>
>
>-- 
>David Carlson


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