[GNC] Scheduled transactions do not appear in the register until <enter> is pressed

Christina Martin christina at airgeadstudio.net
Sat Oct 2 22:17:36 EDT 2021


I have a similar problem, although I haven't tried entering a blank txn. 
Another user reported something similar back in February and I tried to add 
my $0.02 worth at the time, but two messages I sent didn't get through.

In a nutshell, I save the registry, close and reopen it and the txns show up.

Below is a copy of the information I tried to send in Feb, setting out the 
testing I had done.

"I tried to send this response to the list 2 days ago, but I haven't seen 
it come in on the digest, so I must have done something wrong.




I finally had time to sit down and do some testing and I'm covering things 
raised and suggested in a variety of digests up to Wed 10/2.




This odd behaviour started when I was using the previous version, and I 
hoped that the upgrade to the 4.x series would fix it. I *think* I was 
still on 2.x when I upgraded last year, but I can't be certain of that (the 
manual update process means I tend to leave it for a while). For a variety 
of reasons that I don't wish to get into now, I decided to start a new file 
for the start of the Australian financial year on 1 July 2020. I can't 
remember exactly what I did except that it involved a blank copy of the 
original account tree. I then manually created all my scheduled 
transactions to match the original file. I don't know if that means that 
I've somehow imported an old error.




I'm running GC 4.2 (build 4.2+(2020-09-26) on Windows 10 Home 64 bit OS 
(build 19041.746). The only filters I have set are to hide reconciled txns 
in each register, and the financial year for Australia.




The first thing I've noticed is that I don't need to fully close GC to get 
the scheduled txns to display - closing and reopening the account is 
sufficient. I tend to keep all 4 personal accounts open all the time inside 
GC, so I guess I'd potentially have to close and reopen all 4, in which 
case, closing and reopening the entire file is easier.




I have created a new scheduled txn from a dummy txn in my register. I left 
"Notify me when created ticked". I saved the file and then ran Actions -> 
Scheduled Txns -> Since Last Run... I cancelled the Since Last Run window 
that popped up. The txns did not display until I closed and reopened the 
account register although I could see that the balance in the register 
changed where the next txn should be showing up. When I click on OK at the 
Since Last Run window, the full details of the scheduled txns immediately 
show up in the register. If I click on the "Review Created Transactions" 
check box in the Since Last Run... window and click on OK, the two txns 
that should show up open in a new register window titled Created 
Transactions *and* I can see them immediately in the account register.




David Carlson mentioned that he didn't know what I meant by GC telling me 
on start up how many scheduled txns it had created. My scheduled txns are 
*always* set to be Enabled (ticked) Create automatically (ticked) Create in 
advance 14 days ticked. I always disable Notify me when created (as I 
hadn't noticed until today that was an option to turn off in Edit -> 
Preferences -> Scheduled Transactions - in my defence, I last edited them 
several years ago). I created a new scheduled txn according to these 
parameters and I get a pop-up window on start up that says:




    "There are no Scheduled Transactions to be entered at this time. (2 
transactions automatically created) -> Close"




The txns will change the balance in the register, but the actual detail 
won't display until the account is closed and reopened.




If I have "Notify me when created" checked, I get the Since Last Run window 
instead. All of my 30+ scheduled txns do *not* have this enabled - I do not 
need to be told what they are on start up, I just need them to show up in 
the register - and I have run it this way since very early on in using GC, 
it must be at least 10 years. The problem I'm seeing started some time in 
2019 (or at the very latest, very early 2020). I'm vague about exactly when 
because it took a while to be certain I was seeing a consistent issue and 
not imagining it (since they eventually displayed).




The last thing I tried was to turn off "Notify before transactions are 
created" in Edit -> Preferences -> Scheduled Transactions. I then went 
through the steps of creating and running a new scheduled txn only to find 
the same problem that the register balance changes, but the detail doesn't 
display until the account is closed and reopened.




It definitely seems that whether or not the Notification is set to show or 
not is key to the issue, but I have to reiterate that I didn't change how I 
handled my scheduled txns when I first started seeing it. I'm not sure what 
the next step here is."


Regards,
Christina

Christina Martin
Sent from my device, please excuse any typo's.


On 3 October 2021 11:23:42 am gnucash-user-request at gnucash.org wrote:

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> Today's Topics:
>
> 1. Re:  Making the leap to latest (Derek Atkins)
> 2. Re:  Making the leap to latest (AC)
> 3. Re:  Making the leap to latest (AC)
> 4. Re:  Making the leap to latest (Derek Atkins)
> 5. Re:  Making the leap to latest (Derek Atkins)
> 6. Re:  Making the leap to latest (Michael or Penny Novack)
> 7. Re:  Scheduled transactions do not appear in the register
> until <enter> is pressed (Robin Chattopadhyay)
> 8. Re:  Scheduled transactions do not appear in the register
> until <enter> is pressed (Glenn Fowler)
> 9. Re:  OFX Import with Investment Transactions (Robin Chattopadhyay)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Sat, 02 Oct 2021 18:06:40 -0400
> From: Derek Atkins <derek at ihtfp.com>
> To: AC <gnucash at acarver.net>, GnuCash users group
> <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Making the leap to latest
> Message-ID:
> <17c430b3360.27ea.ee0929d4f8247208f860e07266211506 at ihtfp.com>
> Content-Type: text/plain; format=flowed; charset="us-ascii"
>
>> From 2.6.3 you will need to jump to 2.6.last, then 3.x, then 4.x
>
> At every version you should load your data file and then save it.
>
> While there is no requirement to upgrade, and "if it ain't broke, don't fix
> it" may apply, if you have a system crash and need to rebuild your system,
> it'll be easier to use recent versions.
>
> -derek
> Sent using my mobile device. Please excuse any typos.
> On October 2, 2021 5:56:23 PM AC <gnucash at acarver.net> wrote:
>
>> Ok, I've been running along on 2.6.3 on Win 10.  No issues to date that
>> I can see.
>>
>> I know there's been various changes throughout the rest of the 2.x and
>> 3.x series and we're now on 4.x which sparks some questions:
>>
>>
>> Do I really need to update?  I only use the basis ledgers for standard
>> banking accounts, credit cards, loans, mutual funds; scheduled
>> transactions; and basic reports (typically just the standard transaction
>> report when I need a list for taxes). I don't use online transactions,
>> imports, or business features.  Can I assume that the basics still work
>> the same way?
>>
>> If it's better for me to go ahead and update how painful will it be to
>> update?
>>
>> I recall some suggestions previously about upgrading in increments and
>> if that's the case how many increments am I going to need (hopefully not
>> one for every point version)?
>>
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> 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.
>
>
>
> ------------------------------
>
> Message: 2
> Date: Sat, 2 Oct 2021 15:11:39 -0700
> From: AC <gnucash at acarver.net>
> To: Derek Atkins <derek at ihtfp.com>, GnuCash users group
> <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Making the leap to latest
> Message-ID: <da071feb-a0bd-0de7-865e-15ffcd5613f6 at acarver.net>
> Content-Type: text/plain; charset=windows-1252
>
> I agree don't upgrade if not absolutely necessary but I will likely be
> replacing this computer in a few months so starting from a newer
> installation is much more likely to happen in that case.
>
> So you're saying I should be able to do three stages of 2.6.last,
> 3.x.last and then 4.x.last?
>
> Are there any big changes to basic functionality from 2.6 to 4.x?  I'm
> making my way through the change logs but a lot of it is related to
> various features I don't use (at least that which I've read thus far).
>
>
> On 2021-10-02 15:06, Derek Atkins wrote:
>>> From 2.6.3 you will need to jump to 2.6.last, then 3.x, then 4.x
>>
>> At every version you should load your data file and then save it.
>>
>> While there is no requirement to upgrade, and "if it ain't broke, don't
>> fix it" may apply, if you have a system crash and need to rebuild your
>> system, it'll be easier to use recent versions.
>>
>> -derek
>> Sent using my mobile device. Please excuse any typos.
>> On October 2, 2021 5:56:23 PM AC <gnucash at acarver.net> wrote:
>>
>>> Ok, I've been running along on 2.6.3 on Win 10.? No issues to date that
>>> I can see.
>>>
>>> I know there's been various changes throughout the rest of the 2.x and
>>> 3.x series and we're now on 4.x which sparks some questions:
>>>
>>>
>>> Do I really need to update?? I only use the basis ledgers for standard
>>> banking accounts, credit cards, loans, mutual funds; scheduled
>>> transactions; and basic reports (typically just the standard transaction
>>> report when I need a list for taxes). I don't use online transactions,
>>> imports, or business features.? Can I assume that the basics still work
>>> the same way?
>>>
>>> If it's better for me to go ahead and update how painful will it be to
>>> update?
>>>
>>> I recall some suggestions previously about upgrading in increments and
>>> if that's the case how many increments am I going to need (hopefully not
>>> one for every point version)?
>>>
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> 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.
>
>
>
> ------------------------------
>
> Message: 3
> Date: Sat, 2 Oct 2021 15:18:19 -0700
> From: AC <gnucash at acarver.net>
> To: gnucash-user at gnucash.org
> Subject: Re: [GNC] Making the leap to latest
> Message-ID: <d0c1356e-0d6f-2220-75d8-60165c770106 at acarver.net>
> Content-Type: text/plain; charset=windows-1252
>
> Actually, related to this:  Is there a straightforward way to try a
> version without having to go through a complete installation on Windows
> and without disturbing the existing installation?
>
> If it's possible then I could run 2.6.last and then 3.x stand-alone with
> a test copy of the file before jumping to 4.x and committing to the full
> install.
>
> On 2021-10-02 15:11, AC wrote:
>> I agree don't upgrade if not absolutely necessary but I will likely be
>> replacing this computer in a few months so starting from a newer
>> installation is much more likely to happen in that case.
>>
>> So you're saying I should be able to do three stages of 2.6.last,
>> 3.x.last and then 4.x.last?
>>
>> Are there any big changes to basic functionality from 2.6 to 4.x?  I'm
>> making my way through the change logs but a lot of it is related to
>> various features I don't use (at least that which I've read thus far).
>>
>>
>> On 2021-10-02 15:06, Derek Atkins wrote:
>>>> From 2.6.3 you will need to jump to 2.6.last, then 3.x, then 4.x
>>>
>>> At every version you should load your data file and then save it.
>>>
>>> While there is no requirement to upgrade, and "if it ain't broke, don't
>>> fix it" may apply, if you have a system crash and need to rebuild your
>>> system, it'll be easier to use recent versions.
>>>
>>> -derek
>>> Sent using my mobile device. Please excuse any typos.
>>> On October 2, 2021 5:56:23 PM AC <gnucash at acarver.net> wrote:
>>>
>>>> Ok, I've been running along on 2.6.3 on Win 10.? No issues to date that
>>>> I can see.
>>>>
>>>> I know there's been various changes throughout the rest of the 2.x and
>>>> 3.x series and we're now on 4.x which sparks some questions:
>>>>
>>>>
>>>> Do I really need to update?? I only use the basis ledgers for standard
>>>> banking accounts, credit cards, loans, mutual funds; scheduled
>>>> transactions; and basic reports (typically just the standard transaction
>>>> report when I need a list for taxes). I don't use online transactions,
>>>> imports, or business features.? Can I assume that the basics still work
>>>> the same way?
>>>>
>>>> If it's better for me to go ahead and update how painful will it be to
>>>> update?
>>>>
>>>> I recall some suggestions previously about upgrading in increments and
>>>> if that's the case how many increments am I going to need (hopefully not
>>>> one for every point version)?
>>>>
>>>> _______________________________________________
>>>> gnucash-user mailing list
>>>> gnucash-user at gnucash.org
>>>> 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.
>>
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> 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.
>
>
>
> ------------------------------
>
> Message: 4
> Date: Sat, 02 Oct 2021 18:20:09 -0400
> From: Derek Atkins <derek at ihtfp.com>
> To: AC <gnucash at acarver.net>, GnuCash users group
> <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Making the leap to latest
> Message-ID:
> <17c4317d9a8.27ea.ee0929d4f8247208f860e07266211506 at ihtfp.com>
> Content-Type: text/plain; format=flowed; charset="us-ascii"
>
> Basic features are all the same.
> Some options and reports changed along the way, so you might need to
> manually File - > Open your data file when you upgrade.  And you may lose
> saved reports.
>
> -derek
> Sent using my mobile device. Please excuse any typos.
> On October 2, 2021 6:13:31 PM AC <gnucash at acarver.net> wrote:
>
>> I agree don't upgrade if not absolutely necessary but I will likely be
>> replacing this computer in a few months so starting from a newer
>> installation is much more likely to happen in that case.
>>
>> So you're saying I should be able to do three stages of 2.6.last,
>> 3.x.last and then 4.x.last?
>>
>> Are there any big changes to basic functionality from 2.6 to 4.x?  I'm
>> making my way through the change logs but a lot of it is related to
>> various features I don't use (at least that which I've read thus far).
>>
>>
>> On 2021-10-02 15:06, Derek Atkins wrote:
>>>> From 2.6.3 you will need to jump to 2.6.last, then 3.x, then 4.x
>>>
>>> At every version you should load your data file and then save it.
>>>
>>> While there is no requirement to upgrade, and "if it ain't broke, don't
>>> fix it" may apply, if you have a system crash and need to rebuild your
>>> system, it'll be easier to use recent versions.
>>>
>>> -derek
>>> Sent using my mobile device. Please excuse any typos.
>>> On October 2, 2021 5:56:23 PM AC <gnucash at acarver.net> wrote:
>>>
>>>> Ok, I've been running along on 2.6.3 on Win 10.  No issues to date that
>>>> I can see.
>>>>
>>>> I know there's been various changes throughout the rest of the 2.x and
>>>> 3.x series and we're now on 4.x which sparks some questions:
>>>>
>>>>
>>>> Do I really need to update?  I only use the basis ledgers for standard
>>>> banking accounts, credit cards, loans, mutual funds; scheduled
>>>> transactions; and basic reports (typically just the standard transaction
>>>> report when I need a list for taxes). I don't use online transactions,
>>>> imports, or business features.  Can I assume that the basics still work
>>>> the same way?
>>>>
>>>> If it's better for me to go ahead and update how painful will it be to
>>>> update?
>>>>
>>>> I recall some suggestions previously about upgrading in increments and
>>>> if that's the case how many increments am I going to need (hopefully not
>>>> one for every point version)?
>>>>
>>>> _______________________________________________
>>>> gnucash-user mailing list
>>>> gnucash-user at gnucash.org
>>>> 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.
>>
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> 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.
>
>
>
> ------------------------------
>
> Message: 5
> Date: Sat, 02 Oct 2021 18:26:35 -0400
> From: Derek Atkins <derek at ihtfp.com>
> To: AC <gnucash at acarver.net>, <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Making the leap to latest
> Message-ID:
> <17c431dbd78.27ea.ee0929d4f8247208f860e07266211506 at ihtfp.com>
> Content-Type: text/plain; format=flowed; charset="us-ascii"
>
> No, as far as I know, windows does not allow you to have multiple versions
> installed.
>
> -derek
> Sent using my mobile device. Please excuse any typos.
> On October 2, 2021 6:20:13 PM AC <gnucash at acarver.net> wrote:
>
>> Actually, related to this:  Is there a straightforward way to try a
>> version without having to go through a complete installation on Windows
>> and without disturbing the existing installation?
>>
>> If it's possible then I could run 2.6.last and then 3.x stand-alone with
>> a test copy of the file before jumping to 4.x and committing to the full
>> install.
>>
>> On 2021-10-02 15:11, AC wrote:
>>> I agree don't upgrade if not absolutely necessary but I will likely be
>>> replacing this computer in a few months so starting from a newer
>>> installation is much more likely to happen in that case.
>>>
>>> So you're saying I should be able to do three stages of 2.6.last,
>>> 3.x.last and then 4.x.last?
>>>
>>> Are there any big changes to basic functionality from 2.6 to 4.x?  I'm
>>> making my way through the change logs but a lot of it is related to
>>> various features I don't use (at least that which I've read thus far).
>>>
>>>
>>> On 2021-10-02 15:06, Derek Atkins wrote:
>>>>> From 2.6.3 you will need to jump to 2.6.last, then 3.x, then 4.x
>>>>
>>>> At every version you should load your data file and then save it.
>>>>
>>>> While there is no requirement to upgrade, and "if it ain't broke, don't
>>>> fix it" may apply, if you have a system crash and need to rebuild your
>>>> system, it'll be easier to use recent versions.
>>>>
>>>> -derek
>>>> Sent using my mobile device. Please excuse any typos.
>>>> On October 2, 2021 5:56:23 PM AC <gnucash at acarver.net> wrote:
>>>>
>>>>> Ok, I've been running along on 2.6.3 on Win 10.  No issues to date that
>>>>> I can see.
>>>>>
>>>>> I know there's been various changes throughout the rest of the 2.x and
>>>>> 3.x series and we're now on 4.x which sparks some questions:
>>>>>
>>>>>
>>>>> Do I really need to update?  I only use the basis ledgers for standard
>>>>> banking accounts, credit cards, loans, mutual funds; scheduled
>>>>> transactions; and basic reports (typically just the standard transaction
>>>>> report when I need a list for taxes). I don't use online transactions,
>>>>> imports, or business features.  Can I assume that the basics still work
>>>>> the same way?
>>>>>
>>>>> If it's better for me to go ahead and update how painful will it be to
>>>>> update?
>>>>>
>>>>> I recall some suggestions previously about upgrading in increments and
>>>>> if that's the case how many increments am I going to need (hopefully not
>>>>> one for every point version)?
>>>>>
>>>>> _______________________________________________
>>>>> gnucash-user mailing list
>>>>> gnucash-user at gnucash.org
>>>>> 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.
>>>
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> 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.
>>
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> 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.
>
>
>
> ------------------------------
>
> Message: 6
> Date: Sat, 2 Oct 2021 18:30:44 -0400
> From: Michael or Penny Novack <stepbystepfarm at comcast.net>
> To: gnucash-user at gnucash.org
> Subject: Re: [GNC] Making the leap to latest
> Message-ID: <8c43f2ab-a195-459f-c51f-1fa3e94207cb at comcast.net>
> Content-Type: text/plain; charset=windows-1252; format=flowed
>
> On 10/2/2021 6:11 PM, AC wrote:
>> I agree don't upgrade if not absolutely necessary but I will likely be
>> replacing this computer in a few months so starting from a newer
>> installation is much more likely to happen in that case.
> a) Yes, you only want to be making one "change" at a time << FAR easier
> to "debug" if there are problems. Since you will not easily have your
> current gnucash version available for installation o? the new machine,
> best to update now, while still on the old machine, to a current version
> you will have available for installing on the new machine.
>
> b) Going to a new computer, you will want to be saving ALL of your data
> (not just gnucash data). If the OS is remaining the same, this is
> relatively simple. If the OS will be changing (different on the new
> machine) this will not be simple unless the two OS's use the same user
> data structure.
>
> c) In case "b" applies, do not immediately begin the "restore form
> backup". Get the software on, and in each case, see where it puts the
> application user data. You can then see what files to replace/where.
>
> Michael D Novack
>
>
>
>
> ------------------------------
>
> Message: 7
> Date: Sat, 2 Oct 2021 17:37:34 -0500
> From: Robin Chattopadhyay <robinraymn at gmail.com>
> To: john <jralls at ceridwen.us>
> Cc: Glenn Fowler <gfowler1 at outlook.com>, GnuCash users group
> <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Scheduled transactions do not appear in the
> register until <enter> is pressed
> Message-ID:
> <CACYeXFv0+B+6QYV-OPpC08CAxA7LEYqFvOKSBuYvTBmvoc5q4w at mail.gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> I interpreted the question differently.
>
> If you leave a register open from a prior session, it seems like the
> register view doesn't refresh and display newly created transactions until
> you perform some sort of other action that triggers a refresh. That's the
> experience *I* thought Glenn was describing.
>
> Robin
>
> On Sat, Oct 2, 2021 at 4:56 PM john <jralls at ceridwen.us> wrote:
>
>>
>>
>>> On Oct 1, 2021, at 2:58 PM, Glenn Fowler <gfowler1 at outlook.com> wrote:
>>>
>>> Hello all,
>>>
>>> I have numerous scheduled transactions in multiple books and in settings
>>> have them "run when the data file is opened". The transactions do run as
>>> expected but do not appear in the register until you press <enter>.
>>> With them not appearing, I am not looking at an out of date register
>> until
>>> I enter a transaction or press <enter>. Wouldn't it make sense for them
>> to
>>> appear without user input so we are looking at up-to-date books instead
>> of
>>> trying to create a habit for myself to click <enter> on every open?
>>
>> That's already possible, just set "create automatically" on the Overview
>> page of the Scheduled Transactions Editor.
>>
>> Regards,
>> John Ralls
>>
>> _______________________________________________
>> gnucash-user mailing list
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> ------------------------------
>
> Message: 8
> Date: Sat, 2 Oct 2021 18:32:15 -0400
> From: Glenn Fowler <gfowler1 at outlook.com>
> To: john <jralls at ceridwen.us>
> Cc: Glenn Fowler <gfowler1 at outlook.com>, GnuCash users group
> <gnucash-user at gnucash.org>
> Subject: Re: [GNC] Scheduled transactions do not appear in the
> register until <enter> is pressed
> Message-ID:
> <SJ0PR19MB444552A7EC1F1DEA3764FB8F8FAC9 at SJ0PR19MB4445.namprd19.prod.outlook.com>
>
> Content-Type: text/plain; charset="UTF-8"
>
> Hi John,
>
> I already have "create automatically" checked and scheduled transactions do
> create automatically as expected. The issue is if GnuCash is opened after
> the transaction is created, they do not appear in the register until you
> press <enter> which can create issues because you are looking at an
> out-of-date register.
>
> On Sat, Oct 2, 2021 at 5:56 PM john <jralls at ceridwen.us> wrote:
>
>>
>>
>>> On Oct 1, 2021, at 2:58 PM, Glenn Fowler <gfowler1 at outlook.com> wrote:
>>>
>>> Hello all,
>>>
>>> I have numerous scheduled transactions in multiple books and in settings
>>> have them "run when the data file is opened". The transactions do run as
>>> expected but do not appear in the register until you press <enter>.
>>> With them not appearing, I am not looking at an out of date register
>> until
>>> I enter a transaction or press <enter>. Wouldn't it make sense for them
>> to
>>> appear without user input so we are looking at up-to-date books instead
>> of
>>> trying to create a habit for myself to click <enter> on every open?
>>
>> That's already possible, just set "create automatically" on the Overview
>> page of the Scheduled Transactions Editor.
>>
>> Regards,
>> John Ralls
>
>
> ------------------------------
>
> Message: 9
> Date: Sat, 2 Oct 2021 19:19:42 -0500
> From: Robin Chattopadhyay <robinraymn at gmail.com>
> To: Gnucash Users <gnucash-user at gnucash.org>
> Subject: Re: [GNC] OFX Import with Investment Transactions
> Message-ID:
> <CACYeXFtWaO8tEDZ-w8kh9c3L-YV7MjP4UH19X8VgizJ70NvYJw at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Hi Jean-
>
> I understand the logic for #1 and have no concerns about that.
>
> As for #2, I did continue past the first matching dialog and there were no
> additional dialogs, the focus returned to the account list.
>
> There are definitely FITIDs that are already in the database that are also
> in the most recent OFX file. This is because the provider doesn't allow you
> to specify a date range, only 'current quarter' or 'some other quarter'.
>
> I tried something else to research...
>
> Using 4.8, I created a blank file and then imported an OFX file from Sep.
> 25, 2021. This file had 66 transactions and imported as expected with one
> matcher screen per security/account as you indicated would happen. I then
> attempted to import the OFX file from Oct. 2. This file has 84 transactions
> -- the same 66 transactions from the Sep. 25 file plus 18 new transactions
> dated 9/24.
>
> The program then presents the dialog for the first account. There are two
> transactions in the most recent file for this account; however they're
> already in the database, thus triggering the message "OFX file
> /home/robin/Downloads.qfx' imported transactions for account 'xxx' 2
> transactions processed, no transactions to match". That makes sense as
> those are older transactions that are already in the database. I clicked
> 'Close' for that dialog and then the focus returns to the main application.
> It's almost as if the program -- having determined that there were no new
> transactions to import into the first account -- decided not to look at the
> subsequent accounts.
>
> In service to the greater good, I am attaching the test file I created and
> the Oct. 2 OFX file. I have removed all of the position data (there are
> limits to what I'm willing to share :-) ), but that will not negatively
> affect the import process.
>
> Something else that I just noticed...
>
> If -- after importing the OFX file -- you open one of the account
> registers, you'll see duplicate transactions! Although, if you close and
> re-open the file, those duplicated transactions do not appear when you
> re-open the account register. I don't know what to make of that.
>
> On Sat, Oct 2, 2021 at 1:52 PM Jean L <ripngo at gmail.com> wrote:
>>
>> Yes, there's a new behavior with OFX import. The match dialog shows up
>> for each target account, so if you're importing securities the dialog
>> will show up for each security. This could be a real annoyance if there
>> are many different securities, so we may want to change that behavior.
>> The new behavior was introduced to fix an issue when a single OFX file
>> had transfers between accounts.
>>
>> I see two issues here:
>> 1) The fact that the match dialog runs for each target account (see
>> comment above)
>> 2) The fact that some of your imported transactions were simply ignored.
>>
>> About 2): Did you try to continue with the import after the first
>> matching dialog? Did it then go to the next securities? Or did you just
>> abort thinking something was wrong (not expecting the new behavior of
>> seeing the matching dialog for each security instead of all together as
>> before)
>>
>> If that was not the case (i.e., you tried continuing but nothing else
>> happened) one reason why this could happen is if the FITID used for the
>> imported transactions were already present in the target account. This
>> is new in the latest version: transactions that were previously imported
>> are no longer shown the matching dialog. In your case this seems
>> erroneous. So either it's a bug (i.e., the FITID of the imported
>> transactions are NOT found in any of the transactions of the account
>> you're imported into, so they should show) or it's a problem with the
>> OFX data that the transactions seem to reuse existing FITIDs.
>> The fact that things work normally when you import into a blank account
>> would indicate that indeed, the FITID of the imported transactions
>> already exist in your target account.
>>
>> SO, could you re-try importing with the latest version, but making sure
>> you continue clicking OK for each match dialog? Does this work or not?
>> If not, then we'll need to check whether the FITID of the new imported
>> transactions somehow have been used before in the previously imported
>> transactions. To see that, you'd need to pick one that was not imported
>> (looking at the OFX file), get its FITID, and see in your account
>> database (save it as an xml file so it can be looked at with a regular
>> editor) whether that FITID exists.
>>
>> Jean
>>
>> On 10/2/2021 8:58 AM, Robin Chattopadhyay wrote:
>>> Ubuntu 20.04 LTS (VMWare virtual machine in case that matters)
>>> Gnucash 4.8
>>> libofx 0.9.15
>>>
>>> I tried importing an OFX file from my 401K provider this morning and I
> got
>>> a message box that said it had imported 2 transactions for a single
>>> security in the file and there were no additional transactions to
> process.
>>> This was incorrect as there were 18 new transactions across nine
> securities
>>> (along with a number of other transactions that had already been
> imported
>>> previously).
>>>
>>> I tried a number of things to resolve (after taking a backup, of
> course):
>>> 1 - Tools > Import Map Editor and deleted all of the associations for
> this
>>> file. When I re-imported, I was prompted to map each security in the
> file
>>> to the correct account. No issues there. But when importing the OFX file
>>> again, I had the same experience as described above
>>> 2 - Created a blank file and attempted to import the file there. Through
>>> the import process, I created new securities and new accounts, nothing
>>> unexpected there. Then the generic transaction importer dialog popped
> up,
>>> but with just the two transactions for the same security cited in the
>>> original problem dialog. I imported those, clicked OK and then the
> generic
>>> transaction importer dialog came up *again* but only with transactions
> for
>>> a single, different security. I imported those and repeated the process
> for
>>> each security with transactions in the file. Each time the generic
>>> transaction importer dialog came up, it only had transactions for a
> single
>>> security. This is definitely new behavior that I didn't see in 4.6.
>>> Previously the import dialog had all the new transactions in the file
>>> 3 - Reverted to 4.7. Crashed when selecting Import from the File menu
>>> (Trace/breakpoint trap (core dumped). Not unexpected, but thought I
> would
>>> try anyway.
>>> 4 - Reverted to 4.6. This works as it used to with all the new
> transactions
>>> in a single dialog
>>>
>>> Finally, I don't know if this matters, but I scanned stdout from the
>>> build/make/install process to see if anything looked obviously wrong
> and I
>>> found this (I don't know if it's relevant):
>>>
>>> -- Performing Test HAVE_OFX_BUG_39
>>> -- Performing Test HAVE_OFX_BUG_39 - Failed
>>>
>>> Thanks,
>>> Robin
>>> _______________________________________________
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