Just to keep them separate, I would use usd_amount and chf_amount for the variables.
I kind of ignore the currency exchange rate... I enter everything as USD because I live in America, and my bank accounts and credit cards are in USD. So, if I have a euro transaction, I may enter it with a guess, but usually I look up how much it turns into in USD and use that number for the price of the transaction. This of course would not work out if I had some bank accounts in USD and another in CHF. On Wed, Jul 3, 2024 at 1:27 PM Tommy Trussell <[email protected]> wrote: > You might try using one or more variables in a scheduled transaction and it > will prompt you for the variable amount(s) when it creates the transaction. > > SO for example, if you put the letters "amount" (without quotation marks) > in the credit AND debit portions of the scheduled transaction template, it > will prompt you for the "amount" in the Since Last Run dialog. > > Alternatively, you could prompt for the USD / CHF exchange rate, maybe > "exch_rate", and create a formula using that variable and the scheduled > transaction will prompt for it. Scheduled transactions can perform all the > math functions you can do when you're entering transactions. > > If you don't have a way to know the exact amount until later (for your > example, the earliest you can find the CHF exchange rate the US Treasury > uses is after you see the transaction at the bank) it's probably easiest to > put in a "placeholder" amount, maybe the number from a typical month, and > if it gets too far off from reality you can update the scheduled > transaction. In that sort of situation I also enter a very visible comment > in the transaction note such as "?? AMOUNT ??" that I remove when I go > through reconciling the account. > > On Wed, Jul 3, 2024 at 10:44 AM William Prescott <[email protected]> > wrote: > > > You can leave the amount blank on the scheduled transactions. Just put in > > the lines for the accounts. It will create the transactions on schedule > and > > you just have to fill in the amount when you have it. I'm not sure if > that > > is helpful. > > > > Best wishes, > > Will > > > > On 3 Jul 2024, at 6:08, rsbrux via gnucash-user < > [email protected]> > > wrote: > > > > We receive monthly payments from U.S. Social Security. These werre > > previously paid out in U.S. dollars (USD) but are now paid out in Swiss > > Francs (CHF). > > > > I previously handled these with a scheduled transaction, since the > amounts > > remained the same over at least a year, but this doesn't work anymore. > > > > Since the income account is in USD, each deposit (to a CHF account) is > now > > associated with a currency conversion rate determined ad hoc by the U.S. > > Social Security Administration. > > > > Is there an elegant way to handle this, perhaps with a scheduled > > transaction having a constant USD amount and prompting for a conversion > > foctor, or should I just give up and create a corresponding income > account > > in CHF and enter the transactions manually? > > > > Is there an alternative solution that I haven't thought of? > > > > Thanks in advance for any tips! > > > > > > _______________________________________________ > > 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. > -- _________________________________ Richard Losey [email protected] Micah 6:8 _______________________________________________ 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.
