[GNC] Automatic payments and interest during reconciliation?

[Adrien Monteleone]

You found all the right places for the settings, but are the accounts of 
the right 'type'?

When you Edit an account, the Type is in the bottom left pane.

I would think auto-interest would need to be of type 'Bank' and the 
auto-payment would need to be of type 'Credit Card'.

**I'm pretty sure you got replies last time. I seem to recall the post.

If for any reason you can't change the type, create a new account with 
the correct type keeping everything else the same, then delete the 
original account and GnuCash will ask you where you want to move the 
transactions. Select the new account with the correct type.

Regards,
Adrien

On 10/27/22 11:09 AM, Paul Kinzelman wrote:
> My apologies for posing this again, but when I posted it a couple
> of months ago, nobody responded.
> 
> On some of my charge card accounts, when I reconcile the account
> with the statement, a pop-up happens that automatically allows
> me to record the payment. For those accounts, the pop-up happens
> every time I reconcile those accounts.
> 
> On other charge card accounts, when I reconcile them, nothing happens
> after reconciliation, and I have to manually enter the payment
> transaction.  And for these accounts, every time I reconcile them, I
> have to manually enter the transaction.
> 
> The same kind of things happens also on reconciling
> savings/checking for entering the interest every month,
> on some accounts I always get a pop-up to enter interest
> and on some accounts I never get the popup.
> 
> What determines whether a payment or interest window
> pops up during reconciliation or not?
> 
> I looked under help | "Reconciling an Account to a Statement" where it
> says: "You can change this behaviour in the GnuCash Preferences from
> the menu Edit | Preferences in the Register tab by activating the
> checkbox Automatic credit card payment."  but that's checked on
> all the accounts.
> 
> Is that a per-account thing? Or a global setting for all accounts? The
> help implied that it's per-account but it looks like it's global
> because it was set when I selected an account that's not doing
> auto-popup, when to Edit | Preferences | Register and the "Automatic
> credit card payment" seems to be always set.
> 
> Under Account tab | account | right-click | edit account there is a box
> "Auto interest transfer" that when I hover it sounds like what
> I want, but it's never checked even on accounts that do have
> the popup for the payment.