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

Wm Tarr wm at ilipsis.net
Sat Aug 22 11:18:55 EDT 2026


Here is some SQL that *might* be of some use, it uses last occurrence 
which is in a table.

===

select

substr(name,1,instr(name,"]")) as k,

name,

last_occur

from

schedxactions

order by

k, last_occur


==


Wm


On 2026-08-22 11:18, Wm Tarr wrote:
> 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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