On 2025-12-08 11:05 AM, Ed Greenberg wrote:
*snip*
What I'd really like is a transaction template, but the closest we get are
scheduled transactions.
Ed
I don't think this was already mentioned. You can set up scheduled
transactions as a template using *variables*, which gets us closer to
what I would think of as a true template.
For example, I have one for my net payroll deposit that grosses up
wages, deductions, and taxes.
So I have something like the following formulae with variables in the
Debit (DR) and Credit (CR) columns:
Wages Taxable CR rate*hours*0.9-fsa
Wages Nontax CR rate*hours*0.1+fsa
401k asset DR rate*hours*0.1
Fed tax DR fedtax
State tax DR statetax
Soc Sec Tax DR (rate*hours-fsa)*0.062
Medicare Tax DR (rate*hours-fsa)*0.0145
Health ins DR fsa
Checking DR
rate*hours*(1-0.1-0.0145-0.062)+fsa*(0.0145+0.062)-fedtax-statetax-fsa
And the formulae can be more complicated. Just make sure that you
remember your order of operations. If you want the sum of A+B to be
multiplied by C, put A+B in parentheses:
(A+B)*C
This records that most of my wages are taxable, a percentage goes to a
retirement account and is not taxed now, and some goes to a health FSA
account, which also affects my taxes.
And this is scheduled to be entered each pay date. The scheduled
transaction pops up and requests the following variables:
rate
hours
fedtax
statetax
fsa
At the end of the year, I can tie out my taxable wages to my W-2 (wages
totals tax form for you non-Americans :) )
Sometimes I need to edit some lines a penny for rounding, but this works
very well. The scheduled transaction will also warn you when saving if
rounding might be an issue that can cause imbalance, but that is fine.
In Edit > Preferences > Scheduled Transactions, check the "Review
Created Transactions" option to remind you to review the splits and fix
those pennies.
I set this up in a spreadsheet program first to make sure I had my
variables and math right, then set up in GnuCash, but since then it has
been very smooth to use. In the spreadsheet program, look at the
cell-naming and/or range-naming option, and you can use the same
variables in your spreadsheet that you will later use in GnuCash.
And if you already knew all this, maybe it will help someone else. :)
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