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

sunfish62 at yahoo.com sunfish62 at yahoo.com
Mon Dec 1 14:18:59 EST 2025


You can have GnuCash automatically trigger a payment request following a reconciliation, at which point one could (a) know with some certainty the valid statement balance and enter it, and (b) choose a date of your preference for the transaction. I would imagine that could fit the bill, so to speak. 

You *do* reconcile your credit card, right? 

⁣David T. ​

On Dec 1, 2025, 10:48 PM, at 10:48 PM, Sherlock <sh025622 at gmail.com> wrote:
>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
>
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