My strategy for complex transactions is to let GnuCash autofill the transaction, change the net amount, and fix the details afterward.
David T. On Dec 9, 2025, 5:09 AM, at 5:09 AM, Patrick James via gnucash-user <[email protected]> wrote: >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. _______________________________________________ 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.
