Stan, see the attached screenshot. You will notice the middle columns have no headings. As you tab through the fields to enter: number, description (payee or your description), you will notice that the middle column then says account. if you click in the space you will see the dropdown arrow where you can select the account to debit or credit or you can just start typing the account you want and let Gnucash offer up the account that match. The columns that were ot Debit and Tot Credit changed to Debit Formula and Credit formula. You can enter a formula to calculate an amount or you can just enter the debit and credits.
A simple example would be description: Interest which you would debit to the bank account and credit an interest income account. This can be done during reconciliation, so I would not create a scheduled transaction for this, but you can. Another example, would be a loan payment. You would enter in the description an entry such as Ford Motor Credit, then in the account enter the liability account for the loan and then in the debit formula enter the payment amount minus the interest charge which would need to be debited on the next line to the proper interest paid account. On the next line select the bank account you are paying from and in the credit formula column enter the payment amount again. Thank You, Gyle McCollam Gyle McCollam [email protected]<mailto:[email protected]> email ________________________________ From: gnucash-user <[email protected]> on behalf of Stanley Piorkowski <[email protected]> Sent: Thursday, June 8, 2023 7:50 PM To: [email protected] <[email protected]> Subject: [GNC] Scheduled Transactions I am attempting to set up my bank accounts in GNUCash. At this point I’m trying to make scheduled transactions. I have searched through the documentation that I could find and nothing explains the Template Transaction Tab. There is nothing that explains what should be put in the different blocks. I could probably figure out most of the blocks except I can’t find anywhere where you can put the amount of the transaction even though there is a block that says Tot Funds In, I can’t access it. When I keep tabbing I eventually get to a blocks that say Debit Formula and Credit Formula. No idea what these are and there is no explanation that I could find. Can someone give me some help with this, because I have a fair number of them in the Quicken program that I am currently using. Thanks in advance, Stan Sent from [1]Mail for Windows References 1. https://go.microsoft.com/fwlink/?LinkId=550986 _______________________________________________ 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.
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