Hi David,
We certainly do reconcile our credit card but that is not the point.
The Quicken functionality Tom is asking for is the ability to forecast
the impact of credit card account balances on the payment account
further in advance.
I didn't replicate the displaying of the scheduled transactions in the
payment register. Instead, we use a saved Projected Balance report that
includes the scheduled transactions. I did "improve" upon the account
balance being applied by including the scheduled transactions and a
closing date as opposed to the simply using the "current" account balance.
I also added a generic account balance function which Quicken's
reminders lacked. This enables additional projection. For example,
dividend payments based on the number of shares in an account.
Regards,
Sherlock
On 12/1/25 11:18 AM, sunfish62--- via gnucash-user wrote:
You can have GnuCash automatically trigger a payment request following a
reconciliation, at which point one could (a) know with some certainty the valid
statement balance and enter it, and (b) choose a date of your preference for
the transaction. I would imagine that could fit the bill, so to speak.
You *do* reconcile your credit card, right?
David T.
On Dec 1, 2025, 10:48 PM, at 10:48 PM, Sherlock <[email protected]> wrote:
Hi Tom,
I'm not aware of anyone else's efforts on this front but we only
migrated our 25 year Quicken file to GnuCash 4.12 on Windows 10 in
September of 2022. There were a number of WAF issues with GnuCash I
needed to resolve as well as a few functional deficiencies which I have
carried forward to this day. Some of these “features” required
patching
GnuCash code. One of these was to implement the variable estimate
functions in schedule transaction templates for forecast reports I
mentioned earlier:
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 12/1/25 12:50 AM, Tom Route36 wrote:
Hi Sherlock,
I haven't actually tried that. I've been trying to work with the
standard GnuCash releases to better understand what functions and
features are available as is. I'm still coming up to speed with just
the basics. But it's sounding like what I'm looking for isn't really
available -- at least not in the stable releases. Have there been
any
similar comments or requests like mine about Scheduled Transactions
in
the past? Has anyone else tried to add such functionality before?
Tom
On 12/1/2025 12:47 AM, Sherlock wrote:
Hi Tom,
Are you able to build GnuCash yet?
Regards,
Sherlock
On 11/30/25 9:35 PM, Tom Route36 wrote:
I'm still adjusting to GnuCash as a former Quicken user; and I have
a
question about setting up Scheduled Transactions for my Checking
account. In Quicken it was fairly straightforward to create Bill
Reminders (essentially Scheduled Transactions) in Checking for each
of my Credit Card accounts. And the amounts in each Reminder could
be
set to track each Credit Card balance. Those Reminder amounts
would
update automatically as new transactions got entered into each
Credit
Card account. That was great. I could look at a list of Bill
Reminders in my Checking account and see in advance how much money
would be needed each month to pay off all the upcoming credit card
bills.
In GnuCash though when I setup a Scheduled Transaction for my
Checking account there doesn't seem to be anyway of doing that. The
Template Transaction requires me to enter a FIXED amount for each
Credit Card account. So the list of Scheduled Transactions won't
really reflect my CURRENT Credit Card balances -- not unless I
manually go and update them everyday. I've looked thru the GnuCash
documentation; but I don't see any mention anywhere about this
topic. Is there some way to have Scheduled Transactions
automatically show the full current Credit Card account balances?
Tom
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