[GNC] Scheduled transaction with variable amount
David Carlson
david.carlson.417 at gmail.com
Wed Jul 28 13:34:48 EDT 2021
On my phone I cannot see the thread history while replying. I think the OP
wants a feature that doesn't exist, but I hope he understands how the
existing program works.
On Wed, Jul 28, 2021, 12:31 PM David Carlson <david.carlson.417 at gmail.com>
wrote:
> 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
>>>> ________________________________
>>>>
>>>> gnucash-user mailing list
>>>> gnucash-user at gnucash.org
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>>>>
>>>> ________________________________
>>>>
>>>> gnucash-user mailing list
>>>> gnucash-user at gnucash.org
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>>>> You can do this by using Reply-To-List or Reply-All.
>>>> _______________________________________________
>>>> gnucash-user mailing list
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>>>> To update your subscription preferences or to unsubscribe:
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>>> If you are using Nabble or Gmane, please see
>>>> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>>> -----
>>>> Please remember to CC this list on all your replies.
>>>> You can do this by using Reply-To-List or Reply-All.
>>>>
>>>
>>>
>>> --
>>> David Carlson
>>>
>>
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