Re: [GNC] Future transactions

[David Carlson]

I believe the preferences for scheduled transactions only apply as defaults
when creating new scheduled transactions.

David Carlson

On Sun, Jun 2, 2019, 4:44 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> While it may be more than you want to bite off, using the Business
> Features for regular bills like utilities and credit cards will provide you
> with a “Bills Due Reminder” that will fire on first run, or whenever you
> want.
>
> It really isn’t difficult to work with once you get started. I use it for
> all regular bills. Some bills I just duplicate as they come in (or I get an
> e-mail notice they are due) and a few where the charges vary slightly
> (phone, utilities) I just duplicate and update for the current billing
> period before posting.
>
> Regards,
> Adrien
>
> > On Jun 2, 2019, at 10:17 AM, AEG via gnucash-user <
> gnucash-user@gnucash.org> wrote:
> >
> >
> > For example, suppose I have an account balance of 500 GBP today, it
> would be
> > helpful to have a reminder that my credit card bill of 550 GBP is due to
> be
> > paid automatically tomorrow, as it would prompt me to urgently transfer
> > funds from a savings account to ensure that I don't go overdrawn.
> >
> > Whilst the "Create in Advance" feature allows me to do that, the post
> dated
> > transactions in some account windows dominate the screen to such an
> extent
> > that present and past transactions are hidden. I also like to view the
> > General Ledger, which is even more of a problem and makes that page less
> > useful.
> >
> > Alan
> >
>
>
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Re: [GNC] Future transactions

[Adrien Monteleone]

While it may be more than you want to bite off, using the Business Features for 
regular bills like utilities and credit cards will provide you with a “Bills 
Due Reminder” that will fire on first run, or whenever you want.

It really isn’t difficult to work with once you get started. I use it for all 
regular bills. Some bills I just duplicate as they come in (or I get an e-mail 
notice they are due) and a few where the charges vary slightly (phone, 
utilities) I just duplicate and update for the current billing period before 
posting.

Regards,
Adrien

> On Jun 2, 2019, at 10:17 AM, AEG via gnucash-user  
> wrote:
> 
> 
> For example, suppose I have an account balance of 500 GBP today, it would be
> helpful to have a reminder that my credit card bill of 550 GBP is due to be
> paid automatically tomorrow, as it would prompt me to urgently transfer
> funds from a savings account to ensure that I don't go overdrawn.
> 
> Whilst the "Create in Advance" feature allows me to do that, the post dated
> transactions in some account windows dominate the screen to such an extent
> that present and past transactions are hidden. I also like to view the
> General Ledger, which is even more of a problem and makes that page less
> useful. 
> 
> Alan
> 


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Re: [GNC] Future transactions

[AEG via gnucash-user]

Hi Derek,

Yes, GnuCash has been started many times since I set the "Create in Advance"
feature under Edit/Preferences/Scheduled Transactions, soon after I started
using GnuCash a couple of years ago. I had hoped that it would cause future
scheduled transactions to show in my accounts, just as I'd been used to
seeing in AceMoney, but future transactions have never displayed.

It was only a week or so ago, when following another thread, that I saw
reference to using "Create in Advance" in the "Overview" tab of the
individual Scheduled Transaction windows; I then managed to achieve what I
wanted. Unfortunately, I then had to edit all of my Scheduled Transactions
individually - a tedious task!

Alan


Derek Atkins-3 wrote
> HI,
> 
> On Sun, June 2, 2019 4:46 pm, AEG via gnucash-user wrote:
> [snip]
>>
>> (3) I had previously been expecting the Edit/Preferences/Scheduled
>> Transactions "Create in Advance" /x/ days setting to do what I wanted and
>> have tried it before, but it appears to do nothing; at least I haven't
>> noticed any effects.
> 
> Did you then either restart GnuCash or use Actions -> Scheduled
> Transactions -> Since Last Run to get it to fire off the SXes?
> 
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
> 
> -derek
> 
> -- 
>Derek Atkins 617-623-3745
>

> derek@

>  www.ihtfp.com
>Computer and Internet Security Consultant
> 
> ___





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Re: [GNC] Future transactions

[AEG via gnucash-user]

Christopher,

Thanks for your suggestion but I haven't found the 'Balance Forecast' report
in the version I'm using.

I'm also not looking for a report but simply want to be able to see future
transactions in each account (which I can do) without them occupying the
visible screen when the window opens. Currently, for some of my very active
accounts, /*only*/ the future transactions are visible when I open the
account window and I have to scroll up to see current and past transactions.

Alan


Christopher Lam wrote
> Your best bet is the 'Balance Forecast' report, a recent contribution.





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Re: [GNC] Future transactions

[Derek Atkins]

HI,

On Sun, June 2, 2019 4:46 pm, AEG via gnucash-user wrote:
[snip]
>
> (3) I had previously been expecting the Edit/Preferences/Scheduled
> Transactions "Create in Advance" /x/ days setting to do what I wanted and
> have tried it before, but it appears to do nothing; at least I haven't
> noticed any effects.

Did you then either restart GnuCash or use Actions -> Scheduled
Transactions -> Since Last Run to get it to fire off the SXes?

> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

-derek

-- 
   Derek Atkins 617-623-3745
   de...@ihtfp.com www.ihtfp.com
   Computer and Internet Security Consultant

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Re: [GNC] Future transactions

[AEG via gnucash-user]

Eric

Thank you for your input; I checked each of your suggestions and my findings
are as follows...

(1) The sort order doesn't have the desired effect, so I then looked
suggestion 2...

(2) This appears to be exactly what I want, as long as the blank transaction
appears at the bottom of the screen when the window opens and the future
transactions are off-screen. However, I don't see this option in the version
I'm using (2.6.21) so perhaps it's time to upgrade to version 3.5.

(3) I had previously been expecting the Edit/Preferences/Scheduled
Transactions "Create in Advance" /x/ days setting to do what I wanted and
have tried it before, but it appears to do nothing; at least I haven't
noticed any effects.

I think I should upgrade to 3.5

Kind regards,
Alan


Eric Coates wrote
> Alan
> 
> A couple of suggestions that may help you - but note that I've found 
> these on my 3.5 version of GnuCash on Ubuntu, may not be the same on 
> 2.6.21/Windows.
> 
> Working in the register associated with my current (checking) account:
> 
> (1) Right clicking somewhere in the title bar (Date/Num/etc) brings up a 
> menu with the option of setting the sort order.
> 
> (2) From the Edit/Preferences menu the Register option (right at the 
> bottom) allows for Future transactions after blank transaction which 
> puts the current entry line between the past and the future transactions.
> 
> (3) On the topic of the (possible) global entry for setting when future 
> transactions will be shown - in the Preferences window look at the 
> Scheduled Transactions option. I've not checked it out but my na??ve 
> reading suggests that this MAY offer a global setting
> 
> It's surprising what you (that is "I") learn in attempting to answer 
> questions
> 
> Take care
> 
> Eric
> =
> 
> On 02/06/2019 08:09, AEG via gnucash-user wrote:
>> Windows 10
>> GnuCash v. 2.6.21
>> 
>> When viewing my accounts, I like to see how future transactions will
>> affect
>> the balance so that I can prepare for any adjustments that need to be
>> made.
>> Having learnt how to do this in another thread recently, I have set all
>> scheduled transactions to show 14 days in advance, which is helpful,
>> (although it would have been better if I could have done this with one
>> global setting).
>> 
>> The problem I now face, is that, when the account window opens, the last
>> of
>> the future transactions appears at the bottom of the screen and the rest
>> of
>> the screen is filled with future transactions so I have to scroll up to
>> see
>> the current state of the account.
>> 
>> Is there a setting I can adjust to make the account screen display (by
>> default) only the current/past transactions but allow future transactions
>> to
>> be viewed by scrolling down?
>> 
>> Alan





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Re: [GNC] GC CTD lost saved reports

[Geert Janssens]

Op zondag 2 juni 2019 20:37:44 CEST schreef Elmar:
> OK, this is a weird.  I was editing some of the options in a report,
> specifically unhighlighting one account and highlighting another to
> include, and tried to save the report.  GC crashed to desktop. 
> Reopening it (open anyway), now GC tells me that I have no saved reports
> at all!  Looking in .gnucash folder, I see saved-reports-2.4 (and its
> backup file) dated in 2018, so they are there, and they are in the
> backup 7zip archive dated 15APR2019 (created by BackupGnuCash.jar along
> with the .gnucash.gcm and the .gnucash files itself).  OTOH aqbanking
> works fine.  This is GC 3.5 running under Linux Mint 19.1 Mate desktop. 
> How do I get my reports back? - Elmar

For gnucash 3.x and up gnucash looks for this file in
$HOME/.local/share/gnucash
Are files in that directory also backed up by BackupGnuCash.jar ? You should 
restore to that directory as well if you want gnucash to find your saved 
reports again.

Regards,

Geert


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Re: [GNC] GC CTD lost saved reports

[John Ralls]

> On Jun 2, 2019, at 11:37 AM, Elmar  wrote:
> 
> OK, this is a weird.  I was editing some of the options in a report, 
> specifically unhighlighting one account and highlighting another to include, 
> and tried to save the report.  GC crashed to desktop.  Reopening it (open 
> anyway), now GC tells me that I have no saved reports at all!  Looking in 
> .gnucash folder, I see saved-reports-2.4 (and its backup file) dated in 2018, 
> so they are there, and they are in the backup 7zip archive dated 15APR2019 
> (created by BackupGnuCash.jar along with the .gnucash.gcm and the .gnucash 
> files itself).  OTOH aqbanking works fine.  This is GC 3.5 running under 
> Linux Mint 19.1 Mate desktop.  How do I get my reports back? - Elmar

GnuCash 3 moved the configuration files, see 
https://wiki.gnucash.org/wiki/Configuration_Locations. Look for 
saved-reports-2.8 in the new location.

Regards,
John Ralls

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[GNC] GC CTD lost saved reports

[Elmar]

OK, this is a weird.  I was editing some of the options in a report, 
specifically unhighlighting one account and highlighting another to 
include, and tried to save the report.  GC crashed to desktop.  
Reopening it (open anyway), now GC tells me that I have no saved reports 
at all!  Looking in .gnucash folder, I see saved-reports-2.4 (and its 
backup file) dated in 2018, so they are there, and they are in the 
backup 7zip archive dated 15APR2019 (created by BackupGnuCash.jar along 
with the .gnucash.gcm and the .gnucash files itself).  OTOH aqbanking 
works fine.  This is GC 3.5 running under Linux Mint 19.1 Mate desktop.  
How do I get my reports back? - Elmar



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Re: [GNC] Future transactions

[Christopher Lam]

Your best bet is the 'Balance Forecast' report, a recent contribution.

On Sun, 2 Jun 2019 at 15:20, AEG via gnucash-user 
wrote:

> Hi Liz,
>
> Thank you for your suggestion.
>
>
> Liz wrote
> > On Sun, 2 Jun 2019 02:09:27 -0500 (CDT)
> > AEG via gnucash-user 
>
> > gnucash-user@
>
> >  wrote:
> >
> >> Is there a setting I can adjust to make the account screen display (by
> >> default) only the current/past transactions but allow future
> >> transactions to be viewed by scrolling down?
> >>
> >> Alan
> >
> >
> > Just look a little lower, below the Register entries.
> > There you will see
> > Present $xx Future $xz Cleared $za Reconciled $xp Projected Minimum $zw
> >
> > Liz
> > ___
>
> Unfortunately, that only shows what the balance of the account will be at
> the end of the future period, (14 days in my case). I want to be able to
> see
> what the account balance will be tomorrow, and the next day, etc. for 14
> days.
>
> For example, suppose I have an account balance of 500 GBP today, it would
> be
> helpful to have a reminder that my credit card bill of 550 GBP is due to be
> paid automatically tomorrow, as it would prompt me to urgently transfer
> funds from a savings account to ensure that I don't go overdrawn.
>
> Whilst the "Create in Advance" feature allows me to do that, the post dated
> transactions in some account windows dominate the screen to such an extent
> that present and past transactions are hidden. I also like to view the
> General Ledger, which is even more of a problem and makes that page less
> useful.
>
> Alan
>
>
>
> --
> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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Re: [GNC] Future transactions

[AEG via gnucash-user]

Hi Liz,

Thank you for your suggestion.


Liz wrote
> On Sun, 2 Jun 2019 02:09:27 -0500 (CDT)
> AEG via gnucash-user 

> gnucash-user@

>  wrote:
> 
>> Is there a setting I can adjust to make the account screen display (by
>> default) only the current/past transactions but allow future
>> transactions to be viewed by scrolling down?
>> 
>> Alan 
> 
> 
> Just look a little lower, below the Register entries.
> There you will see
> Present $xx Future $xz Cleared $za Reconciled $xp Projected Minimum $zw
> 
> Liz
> ___

Unfortunately, that only shows what the balance of the account will be at
the end of the future period, (14 days in my case). I want to be able to see
what the account balance will be tomorrow, and the next day, etc. for 14
days.

For example, suppose I have an account balance of 500 GBP today, it would be
helpful to have a reminder that my credit card bill of 550 GBP is due to be
paid automatically tomorrow, as it would prompt me to urgently transfer
funds from a savings account to ensure that I don't go overdrawn.

Whilst the "Create in Advance" feature allows me to do that, the post dated
transactions in some account windows dominate the screen to such an extent
that present and past transactions are hidden. I also like to view the
General Ledger, which is even more of a problem and makes that page less
useful. 

Alan



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Re: [GNC] Future transactions

[Adrien Monteleone]

> On Jun 2, 2019, at 6:10 AM, Eric Coates  wrote:
> 
> ...
> 
> It's surprising what you (that is "I") learn in attempting to answer questions
> 

It doesn’t surprise me at all.

’Teaching’ is one of the most effective methods of learning.

Regards,
Adrien


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Re: [GNC] GnuCash thru Flathub

[Colin Law]

On Sun, 2 Jun 2019 at 12:31, randix  wrote:
>
> Once upon a time ago, I successfully installed GnuCash on my Google Pixel
> Chromebook using the flathub link...
>
> https://flathub.org/apps/details/org.gnucash.GnuCash
> 
>
> It installed version *3.2*.
>
> Question: Since the current version is not listed in the details on that
> link, does anyone know if using that link now, will install a *more recent
> version than 3.2?

Unlikely.

Colin
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[GNC] GnuCash thru Flathub

[randix]

Once upon a time ago, I successfully installed GnuCash on my Google Pixel 
Chromebook using the flathub link... 

https://flathub.org/apps/details/org.gnucash.GnuCash
   

It installed version *3.2*. 

Question: Since the current version is not listed in the details on that 
link, does anyone know if using that link now, will install a *more recent 
version than 3.2?

Thanks. 

Steve 



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Re: [GNC] Future transactions

[Eric Coates]

Alan

A couple of suggestions that may help you - but note that I've found 
these on my 3.5 version of GnuCash on Ubuntu, may not be the same on 
2.6.21/Windows.


Working in the register associated with my current (checking) account:

(1) Right clicking somewhere in the title bar (Date/Num/etc) brings up a 
menu with the option of setting the sort order.


(2) From the Edit/Preferences menu the Register option (right at the 
bottom) allows for Future transactions after blank transaction which 
puts the current entry line between the past and the future transactions.


(3) On the topic of the (possible) global entry for setting when future 
transactions will be shown - in the Preferences window look at the 
Scheduled Transactions option. I've not checked it out but my na??ve 
reading suggests that this MAY offer a global setting


It's surprising what you (that is "I") learn in attempting to answer 
questions


Take care

Eric
=

On 02/06/2019 08:09, AEG via gnucash-user wrote:

Windows 10
GnuCash v. 2.6.21

When viewing my accounts, I like to see how future transactions will affect
the balance so that I can prepare for any adjustments that need to be made.
Having learnt how to do this in another thread recently, I have set all
scheduled transactions to show 14 days in advance, which is helpful,
(although it would have been better if I could have done this with one
global setting).

The problem I now face, is that, when the account window opens, the last of
the future transactions appears at the bottom of the screen and the rest of
the screen is filled with future transactions so I have to scroll up to see
the current state of the account.

Is there a setting I can adjust to make the account screen display (by
default) only the current/past transactions but allow future transactions to
be viewed by scrolling down?

Alan



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Re: [GNC] Future transactions

[Liz]

On Sun, 2 Jun 2019 02:09:27 -0500 (CDT)
AEG via gnucash-user  wrote:

> Is there a setting I can adjust to make the account screen display (by
> default) only the current/past transactions but allow future
> transactions to be viewed by scrolling down?
> 
> Alan 


Just look a little lower, below the Register entries.
There you will see
Present $xx Future $xz Cleared $za Reconciled $xp Projected Minimum $zw

Liz
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[GNC] Future transactions

[AEG via gnucash-user]

Windows 10
GnuCash v. 2.6.21

When viewing my accounts, I like to see how future transactions will affect
the balance so that I can prepare for any adjustments that need to be made.
Having learnt how to do this in another thread recently, I have set all
scheduled transactions to show 14 days in advance, which is helpful,
(although it would have been better if I could have done this with one
global setting).

The problem I now face, is that, when the account window opens, the last of
the future transactions appears at the bottom of the screen and the rest of
the screen is filled with future transactions so I have to scroll up to see
the current state of the account.

Is there a setting I can adjust to make the account screen display (by
default) only the current/past transactions but allow future transactions to
be viewed by scrolling down?

Alan 



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