[GNC] Scheduled Transactions

[Gyle McCollam]

Stan, see the attached screenshot.  You will notice the middle columns have no headings.  As you tab through the fields to enter: number, description (payee or your description), you will notice that the middle column then says account.  if you click in the space you will see the dropdown arrow where you can select the account to debit or credit or you can just start typing the account you want and let Gnucash offer up the account that match.  The columns that were ot Debit and Tot Credit changed to Debit Formula and Credit formula.  You can enter a formula to calculate an amount or you can just enter the debit and credits.

A simple example would be description: Interest which you would debit to the bank account and credit an interest income account.  This can be done during reconciliation, so I would not create a scheduled transaction for this, but you can.  Another example, would be a loan payment.  You would enter in the description an entry such as Ford Motor Credit, then in the account enter the liability account for the loan and then in the debit formula enter the payment amount minus the interest charge which would need to be debited on the next line to the proper interest paid account.  On the next line select the bank account you are paying from and in the credit formula column enter the payment amount again.


Thank You,

Gyle McCollam

Gyle McCollam

gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email

________________________________
From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org> on behalf of Stanley Piorkowski <snyderbees30 at gmail.com>
Sent: Thursday, June 8, 2023 7:50 PM
To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: [GNC] Scheduled Transactions

   I am attempting to set up my bank accounts in GNUCash.  At this point
   I’m trying to make scheduled transactions.  I have searched through the
   documentation that I could find and nothing explains the Template
   Transaction Tab.  There is nothing that explains what should be put in
   the different blocks.  I could probably figure out most of the blocks
   except I can’t find anywhere where you can put the amount of the
   transaction even though there is a block that says Tot Funds In, I
   can’t access it.  When I keep tabbing I eventually get to a blocks that
   say Debit Formula and Credit Formula.  No idea what these are and there
   is no explanation that I could find.  Can someone give me some help
   with this, because I have a fair number of them in the Quicken program
   that I am currently using.


   Thanks in advance,


   Stan


   Sent from [1]Mail for Windows

References

   1. https://go.microsoft.com/fwlink/?LinkId=550986
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