[GNC] How to Trigger Immediate Entry of a Scheduled Transaction?
David Carlson
david.carlson.417 at gmail.com
Sat Aug 16 08:51:53 EDT 2025
Tom,
Don't worry, just when you get it all figured out, they will change it.
On Sat, Aug 16, 2025 at 3:34 AM Tom Route-36 <tom.route36 at gmail.com> wrote:
> Hi David,
>
> I finally understand what you (and R Losey) are talking about. When I
> looked at the list of Scheduled Transactions in the SLR I saw the three
> columns labeled Transaction, Status, and Value. The Transaction column
> has the scheduled date, and the Status column shows the word "Reminder"
> with a down arrow/triangle to the right of the word Reminder. I kept
> clicking on that down arrow/triangle and nothing happened. But thanks
> to the added info from both of you I eventually tried clicking directly
> on the word "Reminder" -- instead of that down arrow. And SURPRISE! I
> finally saw the list of options that you and R Losey were describing.
> (Hey, I wasn't kidding when I said I was new to GnuCash.)
>
> So when I clicked on the word "Reminder", I then selected "To-Create".
> And just as you and R Losey explained, the transaction gets entered into
> the register. And in addition, the scheduled transaction in the list
> gets updated to the next scheduled date. Perfect! That's just what I
> was hoping to see.
>
> So thanks very much to both of you. I feel embarrassed at my stupid
> mistake. But I'm also a bit smarter about GnuCash now. Thanks again.
>
> Tom
>
>
>
> On 8/15/2025 8:20 PM, David Carlson wrote:
> > Tom,
> >
> > I am using release 5.11 and I have seen reports here that release 5.12
> > may have a flaw that may be related to this issue.
> >
> > However, in previous releases, when the Since Last Run assistant runs it
> > produces a list of all the transactions that have been programmed for
> > action at the current time. On the right side of the page is a column
> > showing the proposed action for each of those transactions. Each action
> > is actually a drop down list of possible actions for that transaction.
> > As described in the help, there are choices such as ignore, postpone, to
> > create, reminder and possibly a couple of other options. That is where
> > you define what the SLR will do for that scheduled transaction when it
> > is completed. When you want to create a transaction early, you change
> > the action from reminder to to create. It will get whatever date was
> > scheduled so you may want to change that while reviewing the new
> > transactions.
> >
> > Normally you then get a list of all the new transactions where you can
> > review the new transactions and edit any transactions that are
> > incomplete or contain errors. Since I use the SLR extensively, my list
> > sometimes contains 50 or more transactions and I may edit a third or
> > more of them.
> >
> >
> >
> > On Fri, Aug 15, 2025 at 8:14 PM Tom Route-36 <tom.route36 at gmail.com
> > <mailto:tom.route36 at gmail.com>> wrote:
> >
> > R Losey,
> >
> > I have "Remind in Advance" set. And yes, it will show up in the SLR
> > (at
> > least once it gets within the set number of reminder days).
> However, I
> > don't know what you mean when you say that I can select "To-Create".
> > There is no such button or option. Please describe in detail where I
> > can find and select such an option. FYI, I'm using GnuCash v5.12
> Build
> > ID: 5.12+(2025-06-28).
> >
> > Tom
> >
> >
> > On 8/15/2025 2:34 PM, R Losey wrote:
> > > If you have "Remind in Advance", it will show up on SLR, and you
> can
> > > select "To-Create" and it will be entered; I don't remember if
> > uses the
> > > scheduled date or today's date, but it is pretty easy to just
> > change the
> > > date manually this one time. I have an end-of-month transaction
> > that can
> > > be early if the 1st is a Sunday or a holiday Monday, and that's
> > what I do.
> > >
> > > Also, the date is usually just a rough indication-- you could just
> > > forget about it and live with it.
> > >
> > >
> > > On Thu, Aug 14, 2025 at 1:36 PM Tom Route-36
> > <tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>
> > > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>>>
> wrote:
> > >
> > > Hi Gyle,
> > >
> > > I wholeheartedly agree with you -- too many steps. Like I
> > said, it's
> > > not very elegant. As you also suggested, I'd also like to
> > have just a
> > > simple "Enter Now" button. But apparently there's not enough
> > of us
> > > interested in that.
> > >
> > > I checked Bugzilla and found Enhancement Requests for just
> such a
> > > solution going back as far as April 2014:
> > > https://bugs.gnucash.org/show_bug.cgi?id=727513 <https://
> > bugs.gnucash.org/show_bug.cgi?id=727513> <https://
> > > bugs.gnucash.org/show_bug.cgi?id=727513 <http://bugs.gnucash.org/
> > show_bug.cgi?id=727513>>. If no one's made an
> > > effort to add that feature in over 11 years, I guess we
> > shouldn't hold
> > > our breath. In the meantime, I at least have this solution
> > that works
> > > for me.
> > >
> > > Tom
> > >
> > >
> > > On 8/14/2025 12:03 PM, Gyle McCollam wrote:
> > > > Tom,
> > > > Your solution works fine, but it has too many steps, it
> > would be
> > > ideal
> > > > if you could rt-click a scheduled transaction and post with
> > > today's date
> > > > instead of multiple changes. The next bast option, as
> > suggested by
> > > > many, is to use autocomplete to enter and when the
> transaction
> > > fires on
> > > > the correct date to select ignore.
> > > >
> > > > Thank You,
> > > >
> > > > *Gyle McCollam*
> > > >
> > > > Gyle McCollam
> > > >
> > > > gmccollam at live.com <mailto:gmccollam at live.com>
> > <mailto:gmccollam at live.com <mailto:gmccollam at live.com>>
> > > <mailto:gmccollam at gyleshomes.com
> > <mailto:gmccollam at gyleshomes.com> <mailto:gmccollam at gyleshomes.com
> > <mailto:gmccollam at gyleshomes.com>>>email
> > > >
> > > >
> > >
> >
> ------------------------------------------------------------------------
> > > > *From:* gnucash-user <gnucash-user-
> > > bounces+gylemc=gmail.com at gnucash.org
> > <mailto:gmail.com at gnucash.org> <mailto:gmail.com at gnucash.org
> > <mailto:gmail.com at gnucash.org>>>
> > > > on behalf of Tom Route-36 <tom.route36 at gmail.com
> > <mailto:tom.route36 at gmail.com>
> > > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com
> >>>
> > > > *Sent:* Thursday, August 14, 2025 3:39 AM
> > > > *To:* gnucash-user at gnucash.org <mailto:gnucash-
> > user at gnucash.org> <mailto:gnucash-user at gnucash.org <mailto:gnucash-
> > user at gnucash.org>>
> > > <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>
> > <mailto:gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>>>
> > > > *Subject:* Re: [GNC] How to Trigger Immediate Entry of a
> > Scheduled
> > > > Transaction?
> > > > Hi all,
> > > >
> > > > I appreciate the advice and suggestions from everyone; but
> > I think I
> > > > managed to come up with a solution. It's not very
> > elegant, and I
> > > still
> > > > wish there was a simple button that would just do an Enter
> > Now;
> > > but this
> > > > procedure I came up with does seem to work. So I thought
> I'd
> > > explain it
> > > > here in case anyone else needs to do something similar.
> > > >
> > > > There are several options for a Scheduled Transaction that
> > can be
> > > > selected: Enabled, Create automatically, Create in
> > advance, and
> > > Remind
> > > > in advance.
> > > >
> > > > So I started wondering if it might be possible to move up a
> > > transaction
> > > > to today by going into my Scheduled Transaction list and
> > simply
> > > editing
> > > > the transaction that I needed for today by checking the
> > option box to
> > > > "Create in advance", as well as selecting the proper
> number of
> > > days in
> > > > advance to make it today. Well, once I did that and saved
> it,
> > > all I had
> > > > to do was go and trigger an SLR (Since Last Run). And sure
> > > enough the
> > > > transaction got entered and saved in the register where I
> > needed it.
> > > >
> > > > The only additional things I had to do was to adjust the
> > transaction
> > > > date in the register to give it today's date. And I also
> > needed
> > > to go
> > > > back and re-edit the scheduled transaction by unchecking
> the
> > > "Create in
> > > > advance" option box so that the future occurrences of the
> > transaction
> > > > would return to their normally scheduled date.
> > > >
> > > > Like I said, it's not elegant. But it definitely does
> > work. If
> > > anyone
> > > > has questions let me know; but I think I can call this
> problem
> > > solved.
> > > >
> > > > Tom
> > > >
> > > >
> > > > On 8/13/2025 7:40 PM, David Carlson wrote:
> > > >> Tom,
> > > >>
> > > >> Another way to get one new transaction is to use the
> > autocomplete
> > > >> feature which will clone the previous instance similar to
> > > whatever you
> > > >> are currently typing. That always matches the previous
> > > transaction, so
> > > >> if there are differences in the new transaction, you
> > would need to
> > > >> change them to complete your new transaction. There are
> > times
> > > when one
> > > >> method is better than the other.
> > > >>
> > > >>
> > > >>
> > > >>
> > > >>
> > > >> On Wed, Aug 13, 2025 at 8:28 PM Tom Route-36
> > > <tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>
> > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>>
> > > >> <mailto:tom.route36 at gmail.com
> > <mailto:tom.route36 at gmail.com> <mailto:tom.route36 at gmail.com
> > <mailto:tom.route36 at gmail.com>>
> > > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>
> > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>>>>>
> wrote:
> > > >>
> > > >> Hi all,
> > > >>
> > > >> I should probably clarify my question here. I'm not
> > looking for
> > > >> GnuCash
> > > >> to automatically enter a scheduled transaction for
> > me. What
> > > I'm hoping
> > > >> to do is to just select a scheduled transaction from
> > my list of
> > > >> upcoming
> > > >> scheduled transactions -- and then click a button
> > somewhere
> > > that will
> > > >> manually enter that one scheduled transaction into the
> > > appropriate
> > > >> register today with today's date.
> > > >>
> > > >> In short: Is there a way to manually enter an
> > upcoming scheduled
> > > >> transaction today -- before it's scheduled date?
> > > >>
> > > >> Tom
> > > >>
> > > >>
> > > >> On 8/13/2025 6:56 PM, Peter West via gnucash-user
> wrote:
> > > >> > Without having particular knowledge about scheduled
> > > transactions
> > > >> myself, I would strongly recommend suggestion 1 over
> > > suggestion 2.
> > > >> Don’t tinker with the time and date on your computer.
> > > >> >
> > > >> > —
> > > >> > Peter West
> > > >> > pbw at pbw.id.au <mailto:pbw at pbw.id.au>
> > <mailto:pbw at pbw.id.au <mailto:pbw at pbw.id.au>>
> > > <mailto:pbw at pbw.id.au <mailto:pbw at pbw.id.au>
> > <mailto:pbw at pbw.id.au <mailto:pbw at pbw.id.au>> <mailto:pbw at pbw.id.au
> > <mailto:pbw at pbw.id.au>
> > > <mailto:pbw at pbw.id.au <mailto:pbw at pbw.id.au>>>>
> > > >> > `“And he was transfigured before them, and his
> > face shone
> > > like
> > > >> the sun, and his clothes became white as light.”`
> > > >> >
> > > >> >> On 14 Aug 2025, at 10:50 AM, Liz
> > <edodd at billiau.net <mailto:edodd at billiau.net>
> > > <mailto:edodd at billiau.net <mailto:edodd at billiau.net>>
> > > >> <mailto:edodd at billiau.net <mailto:edodd at billiau.net>
> > <mailto:edodd at billiau.net <mailto:edodd at billiau.net>>
> > > <mailto:edodd at billiau.net <mailto:edodd at billiau.net>
> > <mailto:edodd at billiau.net <mailto:edodd at billiau.net>>>>> wrote:
> > > >> >>
> > > >> >> On Wed, 13 Aug 2025 17:47:51 -0600
> > > >> >> Tom Route-36 <tom.route36 at gmail.com
> > <mailto:tom.route36 at gmail.com>
> > > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>>
> > > >> <mailto:tom.route36 at gmail.com
> > <mailto:tom.route36 at gmail.com> <mailto:tom.route36 at gmail.com
> > <mailto:tom.route36 at gmail.com>>
> > > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>
> > <mailto:tom.route36 at gmail.com <mailto:tom.route36 at gmail.com>>>>>
> wrote:
> > > >> >>
> > > >> >>> Hi all,
> > > >> >>>
> > > >> >>> I have a Scheduled Transaction setup to normally
> be
> > > entered a few
> > > >> >>> days in the future from now. But I want to
> enter it
> > > today instead.
> > > >> >>> How do I trigger that Scheduled Transaction to
> > be entered
> > > >> >>> immediately? I don't see any button or action
> that
> > > will do that.
> > > >> >>>
> > > >> >>> Tom
> > > >> >>
> > > >> >> Two suggestions
> > > >> >> 1. Change the scheduled transaction to fire "a
> > few days
> > > ahead".
> > > >> Trigger
> > > >> >> scheduled transactions to run "since last run"
> or
> > > exit and
> > > >> restart
> > > >> >> Gnucash. Check the transaction has fired and
> > change
> > > the schedule
> > > >> >> entry to the future required date.
> > > >> >> 2. Disconnect computer from the internet, alter
> > the date
> > > on the
> > > >> >> computer. Start Gnucash, ensure transaction is
> > > entered, then
> > > >> put the
> > > >> >> computer back to correct date and reconnect to
> > > internet as
> > > >> desired.
> > > >> >>
> > > >> >> Both are fudges but could deal with your problem.
> > > >> >>
> > > >> >> Liz
> > > >> >> _______________________________________________
> > > >> >> gnucash-user mailing list
> > > >> >> gnucash-user at gnucash.org <mailto:gnucash-
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> > > >>
> > > >> --
> > > >> David Carlson
> > > >
> > > > _______________________________________________
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> > >
> > > --
> > > _________________________________
> > > Richard Losey
> > > rlosey at gmail.com <mailto:rlosey at gmail.com>
> > <mailto:rlosey at gmail.com <mailto:rlosey at gmail.com>>
> > > Micah 6:8
> >
> > _______________________________________________
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> > --
> > David Carlson
>
>
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