This message is a comment regarding Greenberg's request: "What I'd really like is a transaction template, but the closest we get are scheduled transactions."
My personal strategy is to use a spreadsheet with a multi-split CSV template. With sufficient complexity, one could duplicate the entire scheduled transaction editor. I also realize that my template strategy is using another tool outside of and in addition to GnuCash. I have a few monthly transactions that are essentially the same, some with some variance, but others are exactly the same with a different date. Those are all ready, so all I have to do is make a few updates, and export to a CSV file. After saving the CSV, it's a few clicks to import into GnuCash. Using the multi-split CSV import, just about any journal entry is possible. My spreadsheet looks very similar to the multi-split example in the GnuCash documentation. See Example 6.1 here: https://gnucash.org/docs/v5/C/gnucash-manual/trans-import.html > On 12/08/2025 8:05 AM PST Ed Greenberg <[email protected]> wrote: > > > On the subject of splits. Most of my split transactions start out as > downloaded transactions into the checking account. Mine, in particular, > are mortgage payments and payroll check deposits. > > I generally accept the transaction into the checking account with a > corresponding account of "mortgage payment net" or "salary net". > > I then come back to the transaction and edit the offsetting items properly > (think loan, interest, principal). > > So, in the case of the mortgage payment, the largest amount is indeed the > actual checking account deduction, but in the case of payroll, the largest > amount is one of the offsetting amounts, specifically the gross pay. > > If I try to edit the transaction later, GC requires that I use one > particular account. I'm not sure how it decides where I should edit the > transaction. > > If I try to do it in the "salary net" account, as soon as "salary net" > disappears from the split, the transaction seems to save and vanish, so I > edit it in the checking account side, deleting salary net, replacing it > with "gross pay" and a set of deductions. Am I doing this right?" > > What I'd really like is a transaction template, but the closest we get are > scheduled transactions. > > Ed > _______________________________________________ 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.
