Oops forgot to mention the default Scheduled Transactions Preferences you can set in Gnucash, pic below (hope it comes thru ok)....
[image: image.png] On Mon, 20 Jul 2020 at 06:46, David H <[email protected]> wrote: > Fran, > > Can't help you with 1, 2 & 3 but... > > 4a - if you check the "Create Automatically" option the txn will be auto > created WITHIN gnucash. You can also check the "Notify me when created" > checkbox and you will get a notification when created. It auto runs when > opening your file in Gnucash or you can click on Actions >> Scheduled > Transactions >> Since last run... to force it to run now. See the wiki for > full details at https://wiki.gnucash.org/wiki/Scheduled_Transactions > > 4b - sure, I use this for credit card statement reminders although for > something like this I prefer Google Calendar :-) You could probably setup > an Expenses:Reminders account to use as the account for both sides of the > transaction (although if you do this expect to see 2 txns in there) and > rely on a scheduled txn notification popping up to remind you? With my CC > one side of the transaction is in the CC itself and the other goes to > Expenses:Statement Ending Reminder. > > 4. - No > > 5 - Yes on Windows 10 you will see a prompt to remove the older version, I > can't remember the exact wording but just say OK and it will remove the old > version and install the new version. Some people would say backup your > Gnucash file here before updating (i.e. just copy the file somewhere). > I've never had an issue doing this but I always have a beckup on Dropbox > anyway if I were to need it :-) > > Cheers David H. > > > On Mon, 20 Jul 2020 at 03:25, Fran_3 via gnucash-user < > [email protected]> wrote: > >> 1 - Vendor Overview Report Question - How to add columns... like the >> Vendor Notes Column?We often put notes in this field about when invoices >> are normally received, when payments are due, payment terms, etc. It would >> be hand to see that when we clicked Business > Vendor > Vendors Overview >> 2 - Upcoming Expenses Report:Is there a report that list upcoming regular >> monthly bills by vendor and typical due date... and maybe average monthly >> amount?I would call this a "look ahead" feature to see what regular >> expenses are upcoming... >> The "Bill Due Reminder" report is somewhat like what I'm looking for but >> the difference is...I want regular monthly bills included even if we have >> not actually posted the bill yet. >> 3 - Future Cash Flow report.A report that shows predicted expenses vs >> predicted income... month by month... is this feature or something kind of >> like it in GC or planned? >> >> 4 - Reminders vs Scheduled Transactions >> 4a - Are "Scheduled Transactions" automatically executed... like a >> scheduled monthly payment... is it automatically deducted from your bank >> account... or does it just remind you in the "Bill Due Reminder" report? >> 4b - Anyway to just put a reminder into the system like maybe... Wife's >> Birthday or whatevr? >> >> 4 - Should I expect any issues if I upgrade from 3.8 to 4.0 on Windows 10? >> 5 - Will the upgrade automatically replace 3.8 or should I uninstall it >> first? >> Thanks for any help. >> >> >> _______________________________________________ >> gnucash-user mailing list >> [email protected] >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> If you are using Nabble or Gmane, please see >> https://wiki.gnucash.org/wiki/Mailing_Lists for more information. >> ----- >> Please remember to CC this list on all your replies. >> You can do this by using Reply-To-List or Reply-All. >> >
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