[GNC] Automatic payments and interest during reconciliation?

Jim DeLaHunt list+gnucash at jdlh.com
Thu Oct 27 20:35:36 EDT 2022


Hi, Paul:

On 2022-10-27 09:09, Paul Kinzelman wrote:
> My apologies for posing this again, but when I posted it a couple
> of months ago, nobody responded.
Adrien Monteleone replied to your current post, but also to your 27. 
August post on the same subject:
<https://lists.gnucash.org/pipermail/gnucash-user/2022-August/102593.html>.
> Examine each Card account by using the Edit window as well. Make sure
> each one is set to 'type' (bottom left column) "Credit Card". I suspect
> the accounts that aren't prompting you for payment are set as simply
> 'Liability'.

Hopefully, between the two answers you will be able to make progress. If 
not, please ask a follow-up question.

>
> 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.
>
> I'm confused.
>
> TIA!
>
Good luck!

      —Jim DeLaHunt


More information about the gnucash-user mailing list