[GNC] How to setup a Scheduled Transaction for full current Credit Card Balance?

[Sherlock]

Hi Tom,

I'm not aware of anyone else's efforts on this front but we only 
migrated our 25 year Quicken file to GnuCash 4.12 on Windows 10 in 
September of 2022.  There were a number of WAF issues with GnuCash I 
needed to resolve as well as a few functional deficiencies which I have 
carried forward to this day.  Some of these “features” required patching 
GnuCash code.  One of these was to implement the variable estimate 
functions in schedule transaction templates for forecast reports I 
mentioned earlier:


balance(variable)
    forecast balance of the account the day before the next instance.

credit(variable)
    forecast the credit statement's closing balance for the next instance
    using the earliest notification to indicate the closing date.

last(variable amounts)
    use the average of the previous amounts provided
   (up to 6 amounts).

time(variable amounts)
    use month of the instance to determine an index for the amounts
    provided (up to 6 amounts).

estimate(variable amount)
     use the amount provide.


For example, the template for a credit card payment is form:

   credit card account      credit(balance)
   checking account                              balance


When an instance of the scheduled transaction appears on the "Since Last 
Run..." window, it includes the variable name with the editable 
estimated amount.

Regards,

Sherlock


On 12/1/25 12:50 AM, Tom Route36 wrote:
> Hi Sherlock,
> 
> I haven't actually tried that.  I've been trying to work with the 
> standard GnuCash releases to better understand what functions and 
> features are available as is.  I'm still coming up to speed with just 
> the basics.  But it's sounding like what I'm looking for isn't really 
> available -- at least not in the stable releases.  Have there been any 
> similar comments or requests like mine about Scheduled Transactions in 
> the past?  Has anyone else tried to add such functionality before?
> 
> Tom
> 
> 
> On 12/1/2025 12:47 AM, Sherlock wrote:
>> Hi Tom,
>>
>> Are you able to build GnuCash yet?
>>
>> Regards,
>>
>> Sherlock
>>
>>
>> On 11/30/25 9:35 PM, Tom Route36 wrote:
>>> I'm still adjusting to GnuCash as a former Quicken user; and I have a 
>>> question about setting up Scheduled Transactions for my Checking 
>>> account.  In Quicken it was fairly straightforward to create Bill 
>>> Reminders (essentially Scheduled Transactions) in Checking for each 
>>> of my Credit Card accounts. And the amounts in each Reminder could be 
>>> set to track each Credit Card balance.  Those Reminder amounts would 
>>> update automatically as new transactions got entered into each Credit 
>>> Card account.  That was great.  I could look at a list of Bill 
>>> Reminders in my Checking account and see in advance how much money 
>>> would be needed each month to pay off all the upcoming credit card 
>>> bills.
>>>
>>> In GnuCash though when I setup a Scheduled Transaction for my 
>>> Checking account there doesn't seem to be anyway of doing that. The 
>>> Template Transaction requires me to enter a FIXED amount for each 
>>> Credit Card account.  So the list of Scheduled Transactions won't 
>>> really reflect my CURRENT Credit Card balances -- not unless I 
>>> manually go and update them everyday.  I've looked thru the GnuCash 
>>> documentation; but I don't see any mention anywhere about this 
>>> topic.  Is there some way to have Scheduled Transactions 
>>> automatically show the full current Credit Card account balances?
>>>
>>> Tom