Tommy, My workflow is somewhat different but I find it gives me a good handle on upcoming transactions and account balances...
I just set up all of my scheduled transactions to Create automatically and Notify me when created 60 days in advance. This gives me a pretty good idea of what's coming up even over the next couple of months even for bills such as utilities that haven't arrived yet. When Gnucash starts it displays a list of newly created scheduled transactions for me to check if I want to, most times I just give it a quick scan and close the tab. I also check the "Register >> Layout >> Future transactions after blank transaction" checkbox ON (I usually sort on date order) so that I get a blank transaction line between transactions up to today and the future transactions which makes the future ones stand out. When I get the actual utility bill, which can be up to 6 weeks before the due date in some cases, I update the due date and amount details and take it from there :-) Yes, forget the variables, I've never managed to get them to work either by duplicating and modifying an existing transaction or creating one from scratch, so I found it wasn't worth persisting with at all !!! Cheers David H. ps I skimmed over the adding error and didn't notice it until I saw your followup email :-) On Thu, 5 Jan 2023 at 07:06, Tommy Trussell <[email protected]> wrote: > I enter scheduled transactions from the future all the time. For example, > when I receive a utility bill or a credit card that will draft my bank > account on the (future) draft date. > > The secret is to use the "Remind in advance" field in scheduled > transactions. For my bills, the statement might usually come on the 15th of > the month and draft on the 3rd day of the NEXT month. SO I have my reminder > ("remind in advance") come up about 15+3=19 days before the draft date. It > takes a few months to figure out about when the bills are usually "in hand" > (online or by mail) but I adjust them for the usual, and note the bill > dates in the name of the Scheduled Transaction. (For example: "Water > bill/15 due/3"). > > If an unusual situation (such as a February?) makes the bills available a > few days sooner than usual before the draft date, I can either wait until > the later date or temporarily increase the "remind in advance" field. > > Obviously if the amount doesn't change, such as a mortgage payment, you > could use the "Create in advance" field, even months in advance, maybe to > help you monitor cash flow. > > When the Since Last Run dialog comes up, HERE is where you have a "pop-up" > you were looking for. The status of each transaction will be listed along > with a little chevron to remind you the status can be changed. Change the > ones you want to enter now to "To Create." If somehow you've gotten ahead > of yourself (or behind the times), change the ones you're not ready from > "To Create" to "Reminder." > > I am tempted to add a tip about using variables, but I'll stop here. > > On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone < > [email protected]> wrote: > > > Is this just a one-off? I'd just enter the transaction. If it is > > complicated and you already have an instance in a register, duplicate it. > > > > If it hasn't ever occurred, and you don't want to manually enter it, > > edit to run today, click Actions > Since Last Run to fire it off, then > > edit to revert to your future date. > > > > But no, there is no way I can see to otherwise execute it. > > > > Regards, > > Adrien > > > > On 1/3/23 12:36 AM, Fred Tydeman wrote: > > > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the > > term: > > > "scheduled transaction" and got no hits. > > > > > > My question is: Is it possible to select a scheduled transaction from > > the > > > future and have it be done now? I was hoping I could click on the > > calendar > > > entry and get a popup offering choices: Skip, Run now, Edit, ... > > > > _______________________________________________ > > gnucash-user mailing list > > [email protected] > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > ----- > > Please remember to CC this list on all your replies. > > You can do this by using Reply-To-List or Reply-All. > > > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
