[GNC] Any way to filter Scheduled Transactions by the Name Field?

Wm Tarr wm at ilipsis.net
Sat Aug 22 06:18:10 EDT 2026


On 2026-08-22 00:39, Tom Route36 wrote:
> Hi all,
>
> I use the Name field of my scheduled transactions to help identify the 
> payer account for each of those transactions.  And it would be helpful 
> quite often to just view the upcoming transactions for a *single* 
> payer account (e.g., checking) so I could see when withdrawals are 
> scheduled to happen from that one account.  As an example, I might 
> name the scheduled transaction for my power company as "[chk] ConEd", 
> where the funds that are scheduled to be paid to "ConEd" would be 
> coming from my checking account "[chk]".
>
> What I was hoping to do was to be able to *filter* my rather long list 
> of scheduled transactions by the Name field; so that I could easily 
> see the upcoming transactions for just that one account (e.g., 
> "[chk]").  So, my question is: Is there any way to filter the 
> Scheduled Transactions list in that manner -- i.e., by a text string 
> within the Name field?
>
> Just as an FYI, I know that I can *sort* the list by the Name field; 
> but that doesn't really help with this.  The problem with sorting like 
> that is that the list won't be ordered by the Next Occur date, which 
> is the more important thing.
>
> Any ideas?


There is no way to do what you want without scripting that I can think 
of and the Next Occurrence date has to be calculated, i.e. it isn't 
stored in a table.

My approach (which you may have considered before) is to create 
scheduled transactions 60 days in advance and update the exact amount & 
date as they happen.

Wm




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