[GNC] Can't get Scheduled Transactions to work

[David Carlson]

Jed,

Scheduled transactions have had an issue for a long time that may explain
part of what you are seeing, as it involves templates showing up
unexpectedly in certain situations.  see
https://bugs.gnucash.org/show_bug.cgi?id=741674, which, coincidentally is
just now being addressed, but it does not explain everything that you are
describing.  One other characteristic of scheduled transactions that is not
obvious is the fact that when an existing transaction is taken as a
template to create a new scheduled transaction, that transaction does not
become a vector to use to point the editor to the template for further
editing like transactions which have actually been created by the Since
Last Run demon.  In other words, I can add a little information but I do
not have enough information to solve your concern.  Sorry that I cannot
help more.



On Fri, Jan 28, 2022 at 8:38 PM Jed Taylor <vendors at offthedial.com> wrote:

> Second update -
>
> Well, more issues.
>
> I went into the ST editor to look at what I've done so far, and for each of
> the five I've created so far, the template is empty.  If the template is
> empty, instead of having the correct accounts to post the transaction to,
> how is it going work on 2022-02-01?
>
>
> -----Original Message-----
> From: gnucash-user <gnucash-user-bounces+vendors=
> offthedial.com at gnucash.org>
> On Behalf Of Jed Taylor
> Sent: Friday, January 28, 2022 15:49
> To: gnucash-user at gnucash.org
> Subject: [GNC] Can't get Scheduled Transactions to work
>
> GnuCash v4.6 on Windows 10.
>
>
>
> I'm working on setting up the books for my condo association, which has 20
> units.  With 20 units, I'd like to have GnuCash automatically post the
> monthly assessment due from each unit, which is a different amount for
> each,
> on the first of the month to the G/J.
>
>
>
> I've read the Help on STs, and followed the steps, as well as gotten into
> editing the ST.  So far, I simply can't get this feature to work.
>
>
>
> I'm testing this feature using only one unit to start.  The books open in
> late 2020-09, so the first entry for assessments is dated 2020-10-01.
>
>
>
> I created a G/J entry that posts the amount for the unit to its A/R &
> Income
> accounts.  So far, so good.  Then, I select that transaction and click on
> the "Schedule" button and tell the dialog I want a monthly transaction.
> I've tried this using both 10-01 and 11-01 as the start date for the ST,
> and
> I'm getting the same results.  I have also tried this using the current
> date
> for my PC's date as well as resetting my PCs date to 2020-11-01.
>
>
>
> Each time I can get the ST to post, the two account fields are filled with
> hexadecimal characters rather than actual accounts from the template
> transaction.  The account balances remain unchanged.  If I go to the G/J
> and
> click on the entry, GC tells me the account doesn't exist and asks me if I
> want to create it.
>
>
>
> If I examine the entry for the ST, when I go to the Template window, the
> information for the transaction is blank.  When I fill in the information
> there, it accepts it, but when it posts, again, I get the same nonsense hex
> for the accounts rather than what I've assigned.
>
>
>
> What I expected to happen when I set up the ST is for every month between
> 2020-10-01 and 2022-01-01 to post to the G/J and have the ST slice of the
> app tell me that the next one ready to post would be for 2022-02.
>
>
>
> Clearly, I'm missing something.  What is it?
>
>
>
> TIA.
>
>
>
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-- 
David Carlson