Here is some SQL that *might* be of some use, it uses last occurrence which is in a table.

===

select

substr(name,1,instr(name,"]")) as k,

name,

last_occur

from

schedxactions

order by

k, last_occur


==


Wm


On 2026-08-22 11:18, Wm Tarr wrote:
On 2026-08-22 00:39, Tom Route36 wrote:
Hi all,

I use the Name field of my scheduled transactions to help identify the payer account for each of those transactions.  And it would be helpful quite often to just view the upcoming transactions for a *single* payer account (e.g., checking) so I could see when withdrawals are scheduled to happen from that one account.  As an example, I might name the scheduled transaction for my power company as "[chk] ConEd", where the funds that are scheduled to be paid to "ConEd" would be coming from my checking account "[chk]".

What I was hoping to do was to be able to *filter* my rather long list of scheduled transactions by the Name field; so that I could easily see the upcoming transactions for just that one account (e.g., "[chk]").  So, my question is: Is there any way to filter the Scheduled Transactions list in that manner -- i.e., by a text string within the Name field?

Just as an FYI, I know that I can *sort* the list by the Name field; but that doesn't really help with this.  The problem with sorting like that is that the list won't be ordered by the Next Occur date, which is the more important thing.

Any ideas?


There is no way to do what you want without scripting that I can think of and the Next Occurrence date has to be calculated, i.e. it isn't stored in a table.

My approach (which you may have considered before) is to create scheduled transactions 60 days in advance and update the exact amount & date as they happen.

Wm


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