@GYLE, I should have been more specific. Downloading automatically in the US with OFX was what I meant, not CSV or QIF downloads/imports. Sorry for the confusion.
Michael On Tue, Dec 2, 2025 at 3:24 PM Derek Atkins <[email protected]> wrote: > Hi, > > Unfortunately there is no "current_balance()" function to show you the > current balance of an account for an SX. Therefore, there is no way to > actually encode the SX to get what you want. The best you could do is > just use a variable, so it would prompt you for the balance when the > transaction gets input/executed. > > Hope this helps. > > -derek > > On Tue, December 2, 2025 4:13 pm, Tom Route36 wrote: > > Hi Maf, > > > > I think you understand what it is I'm talking about here. It's > > basically just REMINDERS. Whenever I create a Scheduled Transaction I > > always leave the Create Automatically option UNCHECKED. Regardless of > > whether it's Quicken's Bill Reminders or GnuCash's Scheduled > > Transactions, I never let the software automatically enter any > > transaction for me. What Quicken had -- and what I'd hope to see in > > GnuCash -- is the ability to look at an account (mainly my Checking > > account) and see what upcoming payments will need to be made FROM THAT > > ACCOUNT. Essentially, I just want to look at my Checking account and > > see a list of upcoming Due Dates, Payees, and Amounts Due. That's it. > > It's not that complicated. And it IS very useful. > > > > And just for clarification, the Amount Due in that list would simply be > > whatever the current balance is for each Payee account -- i.e., what > > I've entered into the Payee account register so far as of the current > > date. It's NOT any projection or estimate of future transactions. So > > it doesn't seem like this would overload the Scheduled Transactions code. > > > > Tom > > > > > > On 12/2/2025 3:54 AM, Maf. King wrote: > >> On Tuesday, 2 December 2025 09:58:46 GMT Tom Route36 wrote: > >>> And it's the key piece of > >>> information that's not available for Scheduled Transactions in GnuCash. > >> Hi Tom, > >> > >> I'm arriving late to this party.... > >> > >> but..... if such a "balance at date" variable existed.... > >> > >> The sx would fire on schedule, create the transaction using the formula > >> and the > >> transaction wouldn't update live as you describe enjoying. > >> > >>> But the Bill Reminders in Quicken are much more > >>> user-friendly and keep the amounts up-to-date in real time; whereas the > >>> amounts for Scheduled Transactions in GnuCash are static and don't show > >>> a true picture of what will be due to each payee as the due date > >>> approaches. > >> So, you're really asking for "reminder transactions" which contain a > >> live > >> variable (not a fixed number) to be added to GC register code to match > >> what > >> quicken does. (I admit, does sound useful!) > >> > >> The SX sub-system is more an "automation macro" for creating regular, > >> repetitive transactions - once created, txns in the registers don't > >> change, > >> regardless if that's one you manually enter or one the Sx system adds > >> in. > >> > >> Just get the idea that you're trying to overload something new onto the > >> Sx > >> that won't quite scratch your itch! > >> > >> 0.02 > >> Maf. > >> > >> > > > > _______________________________________________ > > 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. > > > > > -- > Derek Atkins 617-623-3745 > [email protected] www.ihtfp.com > Computer and Internet Security Consultant > > _______________________________________________ > 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.
