[GNC] Scheduled transaction for end of the day - bank interest

[R Losey]

Exactly! And with memorized transactions, I usually only have to type "int"
to recall the previous Interest transaction and then update the amount and
I'm done.

On Fri, Aug 1, 2025 at 10:39 PM G R Hewitt <hewittgr at gmail.com> wrote:

> I tend to agree with your sentiment.
>
> I have been following the thread with interest (no pun intended), and all
> the convoluted processes suggested are all well and good, but the simplest
> and easiest thing to do
> would be to input the transaction(s) manually the next day after month end,
> making sure you get the dates right - it is just once a month after all.
> If you really need to be reminded, then a calendar program with settable
> reminders into the future could be used. Keep it simple comes to mind.
>
> GH
>
> On Fri, 1 Aug 2025 at 21:59, Kalpesh Patel <kalpesh.patel at usa.net> wrote:
>
> > Hmmm... I am interested in understanding  what is to be gained from
> > scheduling up interest payment transaction - in some cases date will show
> > up incorrect if bank pays on the prior business day should last day fall
> on
> > weekend, and you most certainly are going to update the amount for the
> > interest as it will be hard to get it right  ahead of being posted at the
> > bank. IMHO, that should be done manually when account is being
> reconciled.
> > Besides, it is very trivial to recall a transaction with few characters
> in
> > the register makes it simple to enter at a moment's notice.
> >
> > -----Original Message-----
> > From: Tommy Trussell <tommy.trussell at gmail.com>
> > Sent: Friday, August 01, 2025 1:48 PM
> > To: Liz <edodd at billiau.net>
> > Cc: gnucash-user at gnucash.org
> > Subject: Re: [GNC] Scheduled transaction for end of the day - bank
> interest
> >
> > I'd like to push back just a little... you CAN pick and choose which
> > entries get executed in scheduled transactions -- though in some earlier
> > releases it wasn't clear the Status field was changeable, so it might be
> > little surprise you didn't know...
> >
> > On Thu, Jul 31, 2025 at 8:57 PM Liz <edodd at billiau.net> wrote:
> >
> > > On Thu, 31 Jul 2025 08:34:39 +0000
> > > Alex Sims <alex at softgrow.com> wrote:
> > >
> > > > Hi,
> > > >
> > > > It’s the last day of the month and I’ve having the regular monthly
> > > > difficulty with scheduled transactions. My bank will credit interest
> > > > to my account at the end of the day, e.g. midnight tonight and it
> > > > will show on the bank statement with a date of 31 July 2025.
> > >
> > > I offer this suggestion.
> > > Enter your scheduled transaction as 'enabled" but do not create
> > > automatically (Screenshot 1) When you open Gnucash on the day you get
> > > a "since last run" notice.
> > > (Screenshot 2)
> > >
> > > On this child window "since last run" you either create or defer the
> > > entries.
> > > Click "cancel" to defer the entries. You can't pick and choose, this
> > > is all or none.
> > >
> >
> > You CAN pick and choose which ones: Each item will allow you to change
> its
> > Status field to "Ignored," "Postponed," "To-Create," or "Reminder."
> >
> > o Reminder is what you see when you have a transaction to be created in
> > the future but you haven't reached the relevant date yet. (Though you can
> > always change it "back" from "To-Create" if it's ready to activate).
> >
> > o Postponed will "hold" the transaction so it will never automatically
> > create the transaction.
> >
> > o Ignored will skip the creation of the transaction for this regular
> > iteration.
> >
> > I'm using GnuCash 5.12, but these options have been available for quite a
> > few years, though there didn't used to be any "decoration" to show
> they're
> > changeable. Now the options have a "v" next to them to indicate a pop-up
> > menu.
> >
> > The Since Last Run dialog was further updated a few releases ago to
> > improve the prompts when you insert actual values into created
> > transactions. (Just enter one or more variables, such as the word
> "amount"
> > or "int" into the numeric field(s) in the scheduled transaction, and the
> > Since Last Run dialog will prompt you to enter the amount(s) to be
> inserted
> > in the transaction. Yes, you can do some math using the variables, too,
> so
> > the created transaction can contain calculated results.)
> >
> >
> > > When the 1st comes and you have your interest data you choose "Review
> > > created transactions" and then "OK".
> > >
> > > Now you have the search window display ready for you to edit all your
> > > interest entries.
> > >
> > > Liz
> > >
> >
> >
> > > -----
> > > Please remember to CC this list on all your replies.
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> > >
> >
> >
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-- 
_________________________________
Richard Losey
rlosey at gmail.com
Micah 6:8