[GNC] Scheduled transaction with variable amount
David Carlson
david.carlson.417 at gmail.com
Wed Jul 28 13:31:01 EDT 2021
D,
I plead guilty to being a co-conspirator to the hijacking.
Glad Gyle found his solution.
If the OP needs additional help, please speak up.
On Wed, Jul 28, 2021, 12:10 PM D <sunfish62 at yahoo.com> wrote:
> 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, 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
>>> ________________________________
>>>
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>>>
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>>
>>
>> --
>> David Carlson
>>
>
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