[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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>>
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>>
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
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>> _______________________________________________
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>
>
>--
>David Carlson
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