[GNC] Can't get Scheduled Transactions to work

[Jed Taylor]

Thanks.  Good to know it’s not just me – lol!

 

The thing about the template that is presented when editing a scheduled transaction is that I expected that it would start out populated to match the one that was selected to drive the process in the first place.  Going in to edit and finding a blank template is, at the very least, confusing.

 

As others are going to have to learn how to use this work.  I think the easiest thing to do for most reoccurring transactions since most have a piece of data that changes from month-to-month is to just scroll back thru the G/J or use the search function and then duplicate a recent transaction.  So, I dumped the ST approach and just made a single, complex transaction for the 1st of the month that posts all units’ assessments owed to their accounts.  Now the first step each month will be to just duplicate that.

 

 

 

From: David Carlson <david.carlson.417 at gmail.com> 
Sent: Saturday, January 29, 2022 01:31
To: Jed Taylor <vendors at offthedial.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] Can't get Scheduled Transactions to work

 

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 <mailto: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 <mailto:offthedial.com at gnucash.org> >
On Behalf Of Jed Taylor
Sent: Friday, January 28, 2022 15:49
To: gnucash-user at gnucash.org <mailto: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