Hi Sherlock,
Thanks for the link. I see my mistake. I was relying solely on the
built-in GnuCash F1 (Help -> Contents); but didn't check the online
manual. In the future I'll just go directly to the online version; and
not even bother with the built-in Help.
Thanks,
Tom
On 06/02/2026 07:49 PM, Sherlock wrote:
Hi Tom,
https://wiki.gnucash.org/wiki/Scheduled_Transactions
Regards,
Sherlock
On 6/2/26 6:03 PM, Tom Route36 wrote:
Hi Mark,
You're my hero. I guess I'm still a newbie here. The idea of using
a variable in the template transaction never occurred to me. I
wasn't even aware of the possibility of doing that. In looking thru
the GnuCash manual for tips about scheduling , I never saw any
mention there about variables at all. (But feel free to point me to
the documentation if I missed it.)
Anyway, by plugging in a variable name in my template transactions,
that pretty much takes care of my laziness. Essentially, I just
create those 8 scheduled transactions once -- with a variable name
for each amount. And then I never have to edit those schedules
again. I just plug in the correct amount whenever each transaction
comes due and gets created. Easy! That's what I was looking for.
Thanks for your help,
Tom
On 06/02/2026 12:50 PM, Mark Bourne wrote:
I don't know if it would ease the burden of editing the
transactions, but you can use variables in the template transactions
and the "Since Last Run" dialog will then prompt for the value(s)
each time the transaction is due. Where you would normally fill in
debit/credit amounts in the template transaction, instead enter a
word such as "estimate". Use the same word in both splits, and
it'll prompt for the value for "estimate" each time the transaction
is due and use the value you enter for the transaction.
That would avoid needing to go into each template transaction to
edit the amounts, at the expense of needing to manually enter the
amount each time.
Another workaround would be to schedule the transaction for every
month, and just select to skip entering the transaction in the
"Since Last Run" dialog when it comes up in the months you don't
need it.
Neither of those options is perfect, more a matter of working out
what's least inconvenient ;)
Mark.
Tom Route36 wrote:
Hi Liz,
I know what you're saying as far as GnuCash handling things "under
the hood" once the transactions are setup. The reason it's a bit
annoying (at least once a year) is that I usually need to adjust
the estimated payments each year. So it would be easier to only
have to adjust 2 scheduled transactions, rather than having to edit
and update 8 of them individually every year.
As I said, it's really minor. But if anyone had come up with an
easy way to handle these kinds of irregular schedules it would be
useful to know about it. Editing 2 each year is better than
editing 8. (Hey, I'll admit I'm lazy.)
Tom
On 06/01/2026 10:00 PM, Liz wrote:
On Mon, 1 Jun 2026 20:51:01 -0600
Tom Route36<[email protected]> wrote:
I know this isn't a big issue. But I'm just wondering if it's
possible to combine those 8 scheduled transactions into just 2. Any
advice would be appreciated.
I don't know of any way to do that.
I would also note that once they are all scheduled it doesn't really
matter how they appear in the editor for scheduled transactions, as
Gnucash handles the rest under the hood.
I have had 12 monthly tax payments listed, 4 occurring regularly at
quarterly intervals with one set of splits, and the other 8 on the
fill in months with a second set of splits.
I made separate entries for the second group as the only way I
found to
manage this in Gnucash.
It was then of no concern until I needed to cancel eight separate
entries.
Liz
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