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

[Fross, Michael]

@GYLE, I should have been more specific.  Downloading automatically in the
US with OFX was what I meant, not CSV or QIF downloads/imports.  Sorry for
the confusion.

Michael

On Tue, Dec 2, 2025 at 3:24 PM Derek Atkins <derek at ihtfp.com> wrote:

> Hi,
>
> Unfortunately there is no "current_balance()" function to show you the
> current balance of an account for an SX.  Therefore, there is no way to
> actually encode the SX to get what you want.  The best you could do is
> just use a variable, so it would prompt you for the balance when the
> transaction gets input/executed.
>
> Hope this helps.
>
> -derek
>
> On Tue, December 2, 2025 4:13 pm, Tom Route36 wrote:
> > Hi Maf,
> >
> > I think you understand what it is I'm talking about here.  It's
> > basically just REMINDERS.  Whenever I create a Scheduled Transaction I
> > always leave the Create Automatically option UNCHECKED. Regardless of
> > whether it's Quicken's Bill Reminders or GnuCash's Scheduled
> > Transactions, I never let the software automatically enter any
> > transaction for me.  What Quicken had -- and what I'd hope to see in
> > GnuCash -- is the ability to look at an account (mainly my Checking
> > account) and see what upcoming payments will need to be made FROM THAT
> > ACCOUNT.  Essentially, I just want to look at my Checking account and
> > see a list of upcoming Due Dates, Payees, and Amounts Due.  That's it.
> > It's not that complicated.  And it IS very useful.
> >
> > And just for clarification, the Amount Due in that list would simply be
> > whatever the current balance is for each Payee account -- i.e., what
> > I've entered into the Payee account register so far as of the current
> > date.  It's NOT any projection or estimate of future transactions.  So
> > it doesn't seem like this would overload the Scheduled Transactions code.
> >
> > Tom
> >
> >
> > On 12/2/2025 3:54 AM, Maf. King wrote:
> >> On Tuesday, 2 December 2025 09:58:46 GMT Tom Route36 wrote:
> >>>   And it's the key piece of
> >>> information that's not available for Scheduled Transactions in GnuCash.
> >> Hi Tom,
> >>
> >> I'm arriving late to this party....
> >>
> >> but..... if such a "balance at date" variable existed....
> >>
> >> The sx would fire on schedule, create the transaction using the formula
> >> and the
> >> transaction wouldn't update live as you describe enjoying.
> >>
> >>> But the Bill Reminders in Quicken are much more
> >>> user-friendly and keep the amounts up-to-date in real time; whereas the
> >>> amounts for Scheduled Transactions in GnuCash are static and don't show
> >>> a true picture of what will be due to each payee as the due date
> >>> approaches.
> >> So, you're really asking for "reminder transactions" which contain a
> >> live
> >> variable (not a fixed number) to be added to GC register code to match
> >> what
> >> quicken does.  (I admit, does sound useful!)
> >>
> >> The SX sub-system is more an "automation macro" for creating regular,
> >> repetitive transactions - once created, txns in the registers don't
> >> change,
> >> regardless if that's one you manually enter or one the Sx system adds
> >> in.
> >>
> >> Just get the idea that you're trying to overload something new onto the
> >> Sx
> >> that won't quite scratch your itch!
> >>
> >> 0.02
> >> Maf.
> >>
> >>
> >
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>
> --
>        Derek Atkins                 617-623-3745
>        derek at ihtfp.com             www.ihtfp.com
>        Computer and Internet Security Consultant
>
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