Hi Tom,
I have made a few contributions to the actual release. This specific
patch would not be considered complete and could impact users that have
implemented scheme functions of the same name.
I suggest you attempt to build GnuCash:
https://wiki.gnucash.org/wiki/Building
When you're able to "roll your own", let me know. I've found the
ability to build my own GnuCash to be one of the significant advantages
GnuCash has over Quicken. Before switching over three years ago, there
were a number of WAF issues I needed to address. Eight of these
"features" required patching GnuCash code.
Regards,
Sherlock
On 9/10/25 2:06 AM, Tom Route-36 wrote:
Hi Sherlock,
I have to say I'm intrigued by what you're describing here. This could
well be a solution for me. On the other hand, I also have to say I'm
more than a bit intimidated about "building and maintaining my own
GnuCash program". I'm still quite a newbie to GnuCash. If you're
willing to provide those two patch files -- and maybe a little bit of
advice on how to use them -- I might want to try building a test program
to see how things could work. I do have a question though. Have you
ever requested via Bugzilla adding your patched features to an actual
released version of GnuCash? It would seem like it would be quite
useful to have some of that functionality built into the official
released version. Just wondering.
Tom
On 9/9/2025 8:43 PM, Sherlock wrote:
Hi Tom,
My approach was to implement a few variable estimate functions for use
in the schedule transaction template and support in the forecast
reports which I've been carrying forward since 4.12. If you're up for
building and maintaining your own GnuCash program, I can provide the
two patch files used to provide the functionality.
balance(variable)
forecast balance of the account the day before the next instance.
credit(variable)
forecast the credit statement's closing balance for the next instance
using the earliest notification to indicate the closing date.
last(variable amounts)
use the average of the previous amounts provided
(up to 6 amounts).
time(variable amounts)
use month of the instance to determine an index for the amounts
provided (up to 6 amounts).
estimate(variable amount)
use the amount provide.
For example, the template for a credit card payment is form:
credit card account credit(balance)
checking account balance
When an instance of the scheduled transaction appears on the "Since
Last Run..." window, it includes the variable name with the editable
estimated amount.
Regards,
Sherlock
On 9/9/25 6:07 PM, Tom Route-36 wrote:
Hi all,
This is a follow-up to my earlier email question here. I really
would like some way of creating ongoing monthly Scheduled
Transactions for each of my credit card accounts that will always
default to the full credit card balance each month. What I'm trying
to do is to be able to look at a list of Scheduled Transactions for
my checking account; and from that list know each month how high a
balance my checking account needs to be in order to pay off all those
credit cards in full. It seems like no one has been able to come up
with an answer though. So let me ask a more specific question.
When creating a Scheduled Transaction, the splits for each
transaction include two columns labeled Debit Formula and Credit
Formula. Typically (for say an Internet provider or a Phone carrier)
I'd enter whatever fixed amount I get charged each month as a FIXED
dollar value. But since these columns are labeled "Formula" that
also implies that I can enter a mathematical expression (i.e., a
formula) that results in a CALCULATED dollar value. There is some
bare bones documentation about formulas at this link: https://
wiki.gnucash.org/ wiki/ Scheduled_Transactions. But I don't see any
info there on how to query an account to get its current balance,
which is what I need. Does anyone know how to grab an account balance
so that it can be included as a variable in a formula? If anyone has
an idea about how to do that please let me know.
Tom
On 9/8/2025 4:04 PM, Tom Route-36 wrote:
Hi all,
Does anyone know if there's a way in GnuCash to create monthly
Scheduled Transactions for a checking account to pay a credit card
account where the formula for the monthly transaction amount is
always equal to the current monthly balance of the credit card
account? What I'm hoping to do is to have something functionally
similar to "Bill and Income Reminders" in Quicken. Please let me
know if there's some way of doing that.
Tom
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