[GNC] Scheduled transactions

[R Losey]

Thanks... this may be useful... I hadn't tried that approach.

I don't usually have things go too far in advance, but I may try it.

I needed this ability recently... I support a charity each year around 01
Jan... but they had a sponsor matching for 3 times the amount that ended 31
Dec, so I needed to enter it early. I didn't think about changing the
"Notify" time, but I instead entered it manually, and then went to the
Editor and told it to "Skip" the usual entry.

When you tell it to "Create" the transaction, does it enter today's date or
the date in the editor? If the latter, you'd have to adjust it manually,
right?



On Wed, Jan 4, 2023 at 3:06 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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-- 
_________________________________
Richard Losey
rlosey at gmail.com
Micah 6:8