[GNC] Scheduled transactions

[David H]

Tommy,

My workflow is somewhat different but I find it gives me a good handle on
upcoming transactions and account balances...

I just set up all of my scheduled transactions to Create automatically and
Notify me when created 60 days in advance. This gives me a pretty good idea
of what's coming up even over the next couple of months even for bills such
as utilities that haven't arrived yet.  When Gnucash starts it displays a
list of newly created scheduled transactions for me to check if I want to,
most times I just give it a quick scan and close the tab.

I also check the "Register >> Layout >> Future transactions after blank
transaction" checkbox ON (I usually sort on date order) so that I get a
blank transaction line between transactions up to today and the future
transactions which makes the future ones stand out.

When I get the actual utility bill, which can be up to 6 weeks before the
due date in some cases, I update the due date and amount details and take
it from there :-)

Yes, forget the variables, I've never managed to get them to work either by
duplicating and modifying an existing transaction or creating one from
scratch, so I found it wasn't worth persisting with at all !!!

Cheers David H.

ps I skimmed over the adding error and didn't notice it until I saw your
followup email :-)


On Thu, 5 Jan 2023 at 07:06, 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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