[GNC] Scheduling Monthly Transactions for Full Credit Card Balances?

sunfish62 at yahoo.com sunfish62 at yahoo.com
Tue Sep 9 23:54:20 EDT 2025


There is no get-balance-as-of-date function. Your best option would be to use the formula option that someone else mentioned and fill in the amount when the scheduled transaction triggers. 

⁣David T.​

On Sep 9, 2025, 6:09 PM, at 6:09 PM, Tom Route-36 <tom.route36 at gmail.com> wrote:
>Hi all,
>
>This is a follow-up to my earlier email question here.  I really would 
>like some way of creating ongoing monthly Scheduled Transactions for 
>each of my credit card accounts that will always default to the full 
>credit card balance each month.  What I'm trying to do is to be able to
>
>look at a list of Scheduled Transactions for my checking account; and 
>from that list know each month how high a balance my checking account 
>needs to be in order to pay off all those credit cards in full.  It 
>seems like no one has been able to come up with an answer though.  So 
>let me ask a more specific question.
>
>When creating a Scheduled Transaction, the splits for each transaction 
>include two columns labeled Debit Formula and Credit Formula. 
>Typically 
>(for say an Internet provider or a Phone carrier) I'd enter whatever 
>fixed amount I get charged each month as a FIXED dollar value.  But 
>since these columns are labeled "Formula" that also implies that I can 
>enter a mathematical expression (i.e., a formula) that results in a 
>CALCULATED dollar value.  There is some bare bones documentation about 
>formulas at this link: 
>https://wiki.gnucash.org/wiki/Scheduled_Transactions.  But I don't see 
>any info there on how to query an account to get its current balance, 
>which is what I need.  Does anyone know how to grab an account balance 
>so that it can be included as a variable in a formula?  If anyone has
>an 
>idea about how to do that please let me know.
>
>Tom
>
>
>On 9/8/2025 4:04 PM, Tom Route-36 wrote:
>> Hi all,
>> 
>> Does anyone know if there's a way in GnuCash to create monthly
>Scheduled 
>> Transactions for a checking account to pay a credit card account
>where 
>> the formula for the monthly transaction amount is always equal to the
>
>> current monthly balance of the credit card account?  What I'm hoping
>to 
>> do is to have something functionally similar to "Bill and Income 
>> Reminders" in Quicken.  Please let me know if there's some way of
>doing 
>> that.
>> 
>> Tom
>
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