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

Sun Oct 3 20:03:34 EDT 2021

I agree Glenn. It used to do so.

Regards,
Christina

Christina Martin
Sent from my device, please excuse any typo's.
On 4 October 2021 1:27:12 am Glenn Fowler <gfowler1 at outlook.com> wrote:
> Hi Christina,
>
> What you described is the same issue. The only difference is I am pressing 
> <enter> and you are closing and reopening the register for the scheduled 
> transactions to appear.
>
> The expected behaviour should be for the scheduled transactions to appear 
> without user input in the register.
>
> On Sat, Oct 2, 2021 at 10:17 PM Christina Martin 
> <christina at airgeadstudio.net> wrote:
> 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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>>>
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>> ------------------------------
>>
>> Subject: Digest Footer
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>> ------------------------------
>>
>> End of gnucash-user Digest, Vol 223, Issue 6
>> ********************************************
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