Ah no got scrubbed, attaching instead :-) Regards Dave H.
On Mon, 20 Jul 2020 at 06:51, David H <[email protected]> wrote: > 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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