[GNC] Scheduled transactions
David Carlson
david.carlson.417 at gmail.com
Wed Jan 4 16:17:16 EST 2023
I thought that you put that there to see if anyone was reading!! You
outlined a very comprehensive procedure to effectively utilize the somewhat
awkward UI of the Since Last Run Druid.
On Wed, Jan 4, 2023 at 3:11 PM Tommy Trussell <tommy.trussell at gmail.com>
wrote:
> > 15+3=19 days
> oops
> 18 days for those who can add.
>
> On Wed, Jan 4, 2023 at 3:05 PM Tommy Trussell <tommy.trussell at gmail.com>
> wrote:
>
> > I enter scheduled transactions from the future all the time. For example,
> > when I receive a utility bill or a credit card that will draft my bank
> > account on the (future) draft date.
> >
> > The secret is to use the "Remind in advance" field in scheduled
> > transactions. For my bills, the statement might usually come on the 15th
> of
> > the month and draft on the 3rd day of the NEXT month. SO I have my
> reminder
> > ("remind in advance") come up about 15+3=19 days before the draft date.
> It
> > takes a few months to figure out about when the bills are usually "in
> hand"
> > (online or by mail) but I adjust them for the usual, and note the bill
> > dates in the name of the Scheduled Transaction. (For example: "Water
> > bill/15 due/3").
> >
> > If an unusual situation (such as a February?) makes the bills available a
> > few days sooner than usual before the draft date, I can either wait until
> > the later date or temporarily increase the "remind in advance" field.
> >
> > Obviously if the amount doesn't change, such as a mortgage payment, you
> > could use the "Create in advance" field, even months in advance, maybe to
> > help you monitor cash flow.
> >
> > When the Since Last Run dialog comes up, HERE is where you have a
> "pop-up"
> > you were looking for. The status of each transaction will be listed along
> > with a little chevron to remind you the status can be changed. Change the
> > ones you want to enter now to "To Create." If somehow you've gotten ahead
> > of yourself (or behind the times), change the ones you're not ready from
> > "To Create" to "Reminder."
> >
> > I am tempted to add a tip about using variables, but I'll stop here.
> >
> > On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
> > adrien.monteleone at lusfiber.net> wrote:
> >
> >> Is this just a one-off? I'd just enter the transaction. If it is
> >> complicated and you already have an instance in a register, duplicate
> it.
> >>
> >> If it hasn't ever occurred, and you don't want to manually enter it,
> >> edit to run today, click Actions > Since Last Run to fire it off, then
> >> edit to revert to your future date.
> >>
> >> But no, there is no way I can see to otherwise execute it.
> >>
> >> Regards,
> >> Adrien
> >>
> >> On 1/3/23 12:36 AM, Fred Tydeman wrote:
> >> > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the
> >> term:
> >> > "scheduled transaction" and got no hits.
> >> >
> >> > My question is: Is it possible to select a scheduled transaction from
> >> the
> >> > future and have it be done now? I was hoping I could click on the
> >> calendar
> >> > entry and get a popup offering choices: Skip, Run now, Edit, ...
> >>
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David Carlson
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