[GNC] Scheduled transactions details

[Kalpesh Patel]

David,

 

Thank you for that primer appreciate it.

 

Boy was I under huge mis-understanding behind their intent for sure. My understanding of “value” was more aligned with like value of the transaction at hand for me, for example like $90 for the monthly train pass as a scheduled transaction.

 

Since I deal only with US Dollars currency, should that be just a value of 1? I reckon that I won’t have any transactions that creates imbalance.

 

From: David Carlson <david.carlson.417 at gmail.com> 
Sent: Tuesday, November 02, 2021 12:43 PM
To: Kalpesh Patel <kalpesh.patel at usa.net>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] Scheduled transactions details

 

I'll take a stab at answering these questions.

 

1 the value column comes into play when there are accounts valued in more than one currency or security and there is an exchange involved.   The most common case is an investment transaction.   The Since Last Run 😈  needs manual input to assign an exchange valuation to the transaction. 

 

2 All transactions must be balanced with equal debits and credits.  The Scheduled Transaction Editor cannot test amounts defined with variables for balance.   The Since Last Run 😈  can force the user to assign an exchange rate where needed, but for cases where there is still an imbalance in a single currency GnuCash will automatically assign it to an imbalance account in the specific currency. 

 

On Tue, Nov 2, 2021, 9:02 AM Kalpesh Patel <kalpesh.patel at usa.net <mailto:kalpesh.patel at usa.net> > wrote:

Hi Everyone –



Two questions –



1 - I noticed that the “Value” column next to “Status” in the “Since Last
Run …” window that pops-up when GNC is launched or manually run from
‘Actions” à ‘Scheduled Transaction’ à ‘Since Last Run…’ is blank. I know I
have some scheduled ones that have fixed amount so I was wondering where
that setting is configured to show the value of that transaction. All of my
scheduled transactions are set as reminder in advance and create in advance
if that is in play somehow.



2 – In scheduled transaction editor, is there a column that shows the amount
of the transaction, whether fixed amount or the formula? I think not given
that it could be a split transaction that would be difficult to represent in
a condensed format. I checked the column selector drop down and I don’t see
one so not likely but I figure I ask in case it is there and can be made to
seeable.



I am running GNC 4.8 on Windows 10.



Thanks.

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