[GNC] [GNC-dev] calculate deposit before withdrawal
Ed
ed.nojunkmail at gmail.com
Sat Nov 26 16:04:57 EST 2022
Thanks, David - yes, the duplicate-and-delete works well and takes only
a few seconds.
FWIW, I have used Microsoft Money and then Quicken for about the past
30 years, and I believe this was never a problem for those programs
(for sure it wasn't with Quicken) - even if transactions were entered
several days apart, any that had the same date were always presented in
the register with the withdrawals first and deposits following.
Also, I should mention that I think the problem I'm experiencing has to
do mostly (maybe exclusively) with scheduled transactions. So if I
schedule a transaction and the template first moves funds from Savings
to Checking, and then below that has an entry (in the same template)
moving the funds from Checking to a specific bill payment, and that
template is to be processed in GnuCash, say 14 days prior to the
specified date. When it does so, it includes the bill payment on one
line, and then the Savings-to-Checking txn on the next line - this
makes it look as though the Checking account goes red (though it goes
black again on the same day). I believe that I experimented with
re-ordering the two txns in the schedule template, but with no effect.
ED
David H wrote on 11/26/2022 12:12 PM:
Hello Ed and welcome to Gnucash.
If you do get txns out of order I find the simplest way to re-order
them without putting something in the "num" column is to highlight the
out of order txn and click duplicate - this will copy it to after you
other txns for the date and then simply go back and delete the original
out-of order txn. Saves re-entering everything. Alternatively if you
don't mind clutter you can just number them 1,2,3,4,... in the num
column and they'll sort in that order.
Cheers David H.
On Sun, 27 Nov 2022 at 04:10, Ed <[1]ed.nojunkmail at gmail.com> wrote:
Sorry - and thanks for the helpful correction.
I've been trying to enter the deposit transaction first (and was
hoping
that that would "force" it to be calculated first). But I'll be
more
intentional and ensure that I consistently enter the deposit
first. If
the problem persists, I'll post to the user list. Thank-you for
your
patience with a novice.
Ed
Derek Atkins wrote on 11/26/2022 9:56 AM:
Hi,
first, this should be a user question, not a developer question, and
should have gone to gnucash-user, not gnucash-devel.
Having said that -- do you enter the deposit transaction before the
withdrawal transaction?
-derek
On Sat, November 26, 2022 12:42 pm, Ed wrote:
I'm a new user of GnuCash.
I frequently post a deposit and a withdrawal in the same amount
(both
to the same account) on the same day. It seems that GnuCash
defaults to
entering the withdrawal first (when sorted by date), which in
some
cases makes it appear as though the account has a negative
balance. Am
I doing something wrong?
If not, is there some way to program GnuCash so that it
calculates
deposits before withdrawals when they occur on the same date?
Ed
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