Re: [GNC] Misc Newbie Questions
Adrien
Climbing learning curves is about the only thing I have energy for these
days. Thanks for pointing out these hills (mountains?). Some time
(hopefully soon) I'll start my exploration, in the meantime I'll be
using Bert Riding's suggestion - at least that slope is fairly shallow.
Take care
Eric
===
On 29/05/2019 22:33, Adrien Monteleone wrote:
Thanks Eric for the clarification,
I found that I got a better handle on the reports after I just played around
with them for a bit. Some options are laid out or described in a way that while
technically accurate, can be obtuse if not confusing.
To see what each option does, I just started fiddling and clicking the
???Apply??? button to learn what their effect was. Sometimes reading Help
manuals actually helps, but in this case, I learned more by doing.
To your specific purpose, you might want to take a look at the following:
Balance Forecast
Average Balance
Cash Flow Bar Chart
Income & Expense Line Chart
Each of these (as most reports) can be set for just a single account, so you
can see what is happening to it alone if desired.
Also, the Multi-column report would allow you to have 2 or more (and other)
reports all on one tab, which you could always keep open as a sort of
???dashboard??? if you will. One of these might be a Balance Forecast chart
just for the Checking Account. Note, that chart offers you the option of a
???reserve amount??? and a ???target amount??? as lines you can display to see
if you are projected to cross a danger zone.
Regards,
Adrien
On May 29, 2019, at 4:05 PM, Eric Coates wrote:
Adrien (and any others sufficiently interested)
I'm assuming the question was meant for me (or is that just ego?):
It's a personal requirement in two senses (1) I make no use of the business features of
GnuCash and (2) it's because of that "fear of going into the red".
The first needs no comment.
The second, although now of less concern was, at one time, significant. To
simplify the real situation (almost to the point of triviality) we [see below]
have a current account (aka checking account) and a deposit account with
different banks. Transfers from the current account to the deposit account is
almost instantaneous, transfers in the opposite direction can take up to seven
days. Having all the upcoming payments from the current account already entered
allows for two situations:
(1) If there will be insufficient funds in the current account at some point it will
"flash red" and I will have time to arrange a covering transfer from deposit to
current.
(2) When our salaries/pensions are deposited (in the current account) I will be
able to see the expected month end balance and so, possibly, be able to
transfer cash to the deposit account (for its higher interest rate)
At the moment, in this low interest environment, the benefit of transferring to
the deposit account is, to a first and probably third approximation,
negligible. But I'm a man of habit!
I suppose what I'm doing is a form of budgeting.
I've never got into the reporting possibilities of GnuCash. To be frank - and
with no implied criticism - I have difficulty with interpreting the ones I've
glanced at. That may be because I use one set of books to keep track of my, my
wife's and our joint accounts so the shear number of sub-accounts can be a
little overpowering.
As an aside: I totally agree with your statement "the journey is part of the learning fun, even, or
especially if you take detours" - although I might be tempted to put the word "fun" in quotes,
"satisfaction" wouldn't need quotes.
Take care
Eric
==
On 29/05/2019 20:58, Adrien Monteleone wrote:
Out of curiosity, is this a personal requirement?
What is the end purpose?
If it is just to ???see??? what might transpire, the Future Scheduled
Transactions Summary report might be helpful. (as might the Budget module)
The reason I pose the above questions is I often find that the original
question of ???How do I do ???xyz??? isn???t the actual desired answer
because the questioner is already in a rabbit hole.
The real question is, removing all intermediate steps, what is the desired end
result? What are you trying to accomplish? What is the end goal?
Usually, going back to that fundamental question will yield a clearer answer
and result in a more efficient process or workflow to accomplish the task. (of
course, the journey is part of the learning fun, even, or especially if you
take detours)
Regards,
Adrien
On May 29, 2019, at 2:40 PM, Eric Coates wrote:
Hi
My requirement is that on the first of the month all transactions due before the last day of the month are
entered. My method does that but the one proposed by Bert Riding seems to be better. ("Seems" only
because I'll need to check it against my "boring scheme of work" at month end. Luckily we have one
of them coming up.) I knew of the "enter N
Re: [GNC] Misc Newbie Questions
I've been wanting to do this ever since I started using GnuCash a couple of years ago and hadn't found the way to do it, so thank you for the description. Having to enter the advance time period in individual scheduled transaction is tedious, however, and I had hoped that the setting in the Preferences menu item would provide global control, but it doesn't seem to do so. I've been managing my finances with AceMoney for many years and like the way future scheduled transactions can be made visible in all accounts via a global setting. This makes it very easy to turn that visibility on or off from a simple menu setting and to set how far in advance they would be shown. Also, the future transactions are greyed out so that, although visible, they are not easily confused with present entries, but they can be manually brought forward, edited and made current via a simple right-click menu. I would like to see a similar feature in GnuCash. Alan Bert Riding wrote > On Wed, 29 May 2019 10:04:15 +1000 > "Peter088" > Peter088@ > wrote: > >> 1) How can you enter a scheduled transaction before it's due >> date? (Used to check cash flow) > > When setting up a scheduled transaction (or later, by editing it) you > can choose how far in advance to trigger the transaction. For > instance, if you want the month's scheduled entries to all show up on > the 1st of the month, set up the things scheduled for the 5th to > trigger five days in advance, the things scheduled for the 20th to > trigger 20 days in advance, and so on. Then run Actions -->Scheduled > Transactions-->Since Last Run..., any time after midnight, to create the > entries for the month. For variable transactions you can estimate the > amount to a close approximation, easily corrected when you get the bill. > A thick blue line will separate past from future in the register. > There is great flexibility in how far in advance you want to enter any > scheduled transaction. > > -- > Bert Riding -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
Thanks Eric for the clarification,
I found that I got a better handle on the reports after I just played around
with them for a bit. Some options are laid out or described in a way that while
technically accurate, can be obtuse if not confusing.
To see what each option does, I just started fiddling and clicking the ‘Apply’
button to learn what their effect was. Sometimes reading Help manuals actually
helps, but in this case, I learned more by doing.
To your specific purpose, you might want to take a look at the following:
Balance Forecast
Average Balance
Cash Flow Bar Chart
Income & Expense Line Chart
Each of these (as most reports) can be set for just a single account, so you
can see what is happening to it alone if desired.
Also, the Multi-column report would allow you to have 2 or more (and other)
reports all on one tab, which you could always keep open as a sort of
‘dashboard’ if you will. One of these might be a Balance Forecast chart just
for the Checking Account. Note, that chart offers you the option of a ‘reserve
amount’ and a ’target amount’ as lines you can display to see if you are
projected to cross a danger zone.
Regards,
Adrien
> On May 29, 2019, at 4:05 PM, Eric Coates wrote:
>
> Adrien (and any others sufficiently interested)
>
> I'm assuming the question was meant for me (or is that just ego?):
>
> It's a personal requirement in two senses (1) I make no use of the business
> features of GnuCash and (2) it's because of that "fear of going into the red".
>
> The first needs no comment.
>
> The second, although now of less concern was, at one time, significant. To
> simplify the real situation (almost to the point of triviality) we [see
> below] have a current account (aka checking account) and a deposit account
> with different banks. Transfers from the current account to the deposit
> account is almost instantaneous, transfers in the opposite direction can take
> up to seven days. Having all the upcoming payments from the current account
> already entered allows for two situations:
> (1) If there will be insufficient funds in the current account at some point
> it will "flash red" and I will have time to arrange a covering transfer from
> deposit to current.
> (2) When our salaries/pensions are deposited (in the current account) I will
> be able to see the expected month end balance and so, possibly, be able to
> transfer cash to the deposit account (for its higher interest rate)
>
> At the moment, in this low interest environment, the benefit of transferring
> to the deposit account is, to a first and probably third approximation,
> negligible. But I'm a man of habit!
>
> I suppose what I'm doing is a form of budgeting.
>
> I've never got into the reporting possibilities of GnuCash. To be frank - and
> with no implied criticism - I have difficulty with interpreting the ones I've
> glanced at. That may be because I use one set of books to keep track of my,
> my wife's and our joint accounts so the shear number of sub-accounts can be a
> little overpowering.
>
> As an aside: I totally agree with your statement "the journey is part of the
> learning fun, even, or especially if you take detours" - although I might be
> tempted to put the word "fun" in quotes, "satisfaction" wouldn't need quotes.
>
> Take care
>
> Eric
> ==
>
>
> On 29/05/2019 20:58, Adrien Monteleone wrote:
>> Out of curiosity, is this a personal requirement?
>> What is the end purpose?
>> If it is just to ???see??? what might transpire, the Future Scheduled
>> Transactions Summary report might be helpful. (as might the Budget module)
>> The reason I pose the above questions is I often find that the original
>> question of ???How do I do ???xyz??? isn???t the actual desired answer
>> because the questioner is already in a rabbit hole.
>> The real question is, removing all intermediate steps, what is the desired
>> end result? What are you trying to accomplish? What is the end goal?
>> Usually, going back to that fundamental question will yield a clearer answer
>> and result in a more efficient process or workflow to accomplish the task.
>> (of course, the journey is part of the learning fun, even, or especially if
>> you take detours)
>> Regards,
>> Adrien
>>> On May 29, 2019, at 2:40 PM, Eric Coates wrote:
>>>
>>> Hi
>>>
>>> My requirement is that on the first of the month all transactions due
>>> before the last day of the month are entered. My method does that but the
>>> one proposed by Bert Riding seems to be better. ("Seems" only because I'll
>>> need to check it against my "boring scheme of work" at month end. Luckily
>>> we have one of them coming up.) I knew of the "enter N days before due"
>>> technique but I assumed - wrongly - that the number of days was fixed for
>>> all transactions. Just goes to show, intuitive interfaces can help but
>>> reading the manual can really help.
>>>
>>> Take
Re: [GNC] Misc Newbie Questions
Adrien (and any others sufficiently interested)
I'm assuming the question was meant for me (or is that just ego?):
It's a personal requirement in two senses (1) I make no use of the
business features of GnuCash and (2) it's because of that "fear of going
into the red".
The first needs no comment.
The second, although now of less concern was, at one time, significant.
To simplify the real situation (almost to the point of triviality) we
[see below] have a current account (aka checking account) and a deposit
account with different banks. Transfers from the current account to the
deposit account is almost instantaneous, transfers in the opposite
direction can take up to seven days. Having all the upcoming payments
from the current account already entered allows for two situations:
(1) If there will be insufficient funds in the current account at some
point it will "flash red" and I will have time to arrange a covering
transfer from deposit to current.
(2) When our salaries/pensions are deposited (in the current account) I
will be able to see the expected month end balance and so, possibly, be
able to transfer cash to the deposit account (for its higher interest rate)
At the moment, in this low interest environment, the benefit of
transferring to the deposit account is, to a first and probably third
approximation, negligible. But I'm a man of habit!
I suppose what I'm doing is a form of budgeting.
I've never got into the reporting possibilities of GnuCash. To be frank
- and with no implied criticism - I have difficulty with interpreting
the ones I've glanced at. That may be because I use one set of books to
keep track of my, my wife's and our joint accounts so the shear number
of sub-accounts can be a little overpowering.
As an aside: I totally agree with your statement "the journey is part of
the learning fun, even, or especially if you take detours" - although I
might be tempted to put the word "fun" in quotes, "satisfaction"
wouldn't need quotes.
Take care
Eric
==
On 29/05/2019 20:58, Adrien Monteleone wrote:
Out of curiosity, is this a personal requirement?
What is the end purpose?
If it is just to ???see??? what might transpire, the Future Scheduled
Transactions Summary report might be helpful. (as might the Budget module)
The reason I pose the above questions is I often find that the original
question of ???How do I do ???xyz??? isn???t the actual desired answer
because the questioner is already in a rabbit hole.
The real question is, removing all intermediate steps, what is the desired end
result? What are you trying to accomplish? What is the end goal?
Usually, going back to that fundamental question will yield a clearer answer
and result in a more efficient process or workflow to accomplish the task. (of
course, the journey is part of the learning fun, even, or especially if you
take detours)
Regards,
Adrien
On May 29, 2019, at 2:40 PM, Eric Coates wrote:
Hi
My requirement is that on the first of the month all transactions due before the last day of the month are
entered. My method does that but the one proposed by Bert Riding seems to be better. ("Seems" only
because I'll need to check it against my "boring scheme of work" at month end. Luckily we have one
of them coming up.) I knew of the "enter N days before due" technique but I assumed - wrongly -
that the number of days was fixed for all transactions. Just goes to show, intuitive interfaces can help but
reading the manual can really help.
Take care
Eric
==
On 29/05/2019 15:27, Stephen M. Butler wrote:
On 5/29/19 2:16 AM, Eric Coates wrote:
Hi
1)?? How can you enter a scheduled transaction before it's due date?
(Used to check cash flow)
Adrien Monteleone has given one method, I use a different one.
Without going through my entire boring "scheme of works" for the last
day of the month I do want to enter all scheduled transactions for
thee following month (you call it "cash flow purposes", I call it
"fear of going into the red"). To do that I
(1) close GnuCash;
(2) set the system clock to a later date (in my case the last day of
the next month):
(3) open GnuCash, click the necessary buttons and check that all the
transactions have appeared (in my case in my current/checking account);
(4) close GnuCash;
(5) Reset the system date.
I use Ubuntu and I find sometimes (not very often) the change of date
doesn't "take", that is why the checking is necessary.
Different, not better
Best wishes
Eric
If you always want to see them 10-15 or even 30 days in advance, just
edit that transaction (Actions:Scheduled Transactions:Scheduled
Transactions Editor) and click the Create in Advance checkbox on the
Overview tab.?? Adjust the number of days as desired.
--Steve
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription
Re: [GNC] Misc Newbie Questions
Out of curiosity, is this a personal requirement?
What is the end purpose?
If it is just to ’see’ what might transpire, the Future Scheduled Transactions
Summary report might be helpful. (as might the Budget module)
The reason I pose the above questions is I often find that the original
question of “How do I do ‘xyz’?” isn’t the actual desired answer because the
questioner is already in a rabbit hole.
The real question is, removing all intermediate steps, what is the desired end
result? What are you trying to accomplish? What is the end goal?
Usually, going back to that fundamental question will yield a clearer answer
and result in a more efficient process or workflow to accomplish the task. (of
course, the journey is part of the learning fun, even, or especially if you
take detours)
Regards,
Adrien
> On May 29, 2019, at 2:40 PM, Eric Coates wrote:
>
> Hi
>
> My requirement is that on the first of the month all transactions due before
> the last day of the month are entered. My method does that but the one
> proposed by Bert Riding seems to be better. ("Seems" only because I'll need
> to check it against my "boring scheme of work" at month end. Luckily we have
> one of them coming up.) I knew of the "enter N days before due" technique but
> I assumed - wrongly - that the number of days was fixed for all transactions.
> Just goes to show, intuitive interfaces can help but reading the manual can
> really help.
>
> Take care
>
> Eric
> ==
>
> On 29/05/2019 15:27, Stephen M. Butler wrote:
>> On 5/29/19 2:16 AM, Eric Coates wrote:
>>> Hi
>>>
1)?? How can you enter a scheduled transaction before it's due
date?
(Used to check cash flow)
>>>
>>> Adrien Monteleone has given one method, I use a different one.
>>>
>>> Without going through my entire boring "scheme of works" for the last
>>> day of the month I do want to enter all scheduled transactions for
>>> thee following month (you call it "cash flow purposes", I call it
>>> "fear of going into the red"). To do that I
>>> (1) close GnuCash;
>>> (2) set the system clock to a later date (in my case the last day of
>>> the next month):
>>> (3) open GnuCash, click the necessary buttons and check that all the
>>> transactions have appeared (in my case in my current/checking account);
>>> (4) close GnuCash;
>>> (5) Reset the system date.
>>>
>>> I use Ubuntu and I find sometimes (not very often) the change of date
>>> doesn't "take", that is why the checking is necessary.
>>>
>>> Different, not better
>>>
>>> Best wishes
>>>
>>> Eric
>>>
>> If you always want to see them 10-15 or even 30 days in advance, just
>> edit that transaction (Actions:Scheduled Transactions:Scheduled
>> Transactions Editor) and click the Create in Advance checkbox on the
>> Overview tab.?? Adjust the number of days as desired.
>> --Steve
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
Hi
My requirement is that on the first of the month all transactions due
before the last day of the month are entered. My method does that but
the one proposed by Bert Riding seems to be better. ("Seems" only
because I'll need to check it against my "boring scheme of work" at
month end. Luckily we have one of them coming up.) I knew of the "enter
N days before due" technique but I assumed - wrongly - that the number
of days was fixed for all transactions. Just goes to show, intuitive
interfaces can help but reading the manual can really help.
Take care
Eric
==
On 29/05/2019 15:27, Stephen M. Butler wrote:
On 5/29/19 2:16 AM, Eric Coates wrote:
Hi
1)?? How can you enter a scheduled transaction before it's due date?
(Used to check cash flow)
Adrien Monteleone has given one method, I use a different one.
Without going through my entire boring "scheme of works" for the last
day of the month I do want to enter all scheduled transactions for
thee following month (you call it "cash flow purposes", I call it
"fear of going into the red"). To do that I
(1) close GnuCash;
(2) set the system clock to a later date (in my case the last day of
the next month):
(3) open GnuCash, click the necessary buttons and check that all the
transactions have appeared (in my case in my current/checking account);
(4) close GnuCash;
(5) Reset the system date.
I use Ubuntu and I find sometimes (not very often) the change of date
doesn't "take", that is why the checking is necessary.
Different, not better
Best wishes
Eric
If you always want to see them 10-15 or even 30 days in advance, just
edit that transaction (Actions:Scheduled Transactions:Scheduled
Transactions Editor) and click the Create in Advance checkbox on the
Overview tab.?? Adjust the number of days as desired.
--Steve
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
On 5/29/19 2:16 AM, Eric Coates wrote: > Hi > >> 1) How can you enter a scheduled transaction before it's due date? >> (Used to check cash flow) > > Adrien Monteleone has given one method, I use a different one. > > Without going through my entire boring "scheme of works" for the last > day of the month I do want to enter all scheduled transactions for > thee following month (you call it "cash flow purposes", I call it > "fear of going into the red"). To do that I > (1) close GnuCash; > (2) set the system clock to a later date (in my case the last day of > the next month): > (3) open GnuCash, click the necessary buttons and check that all the > transactions have appeared (in my case in my current/checking account); > (4) close GnuCash; > (5) Reset the system date. > > I use Ubuntu and I find sometimes (not very often) the change of date > doesn't "take", that is why the checking is necessary. > > Different, not better > > Best wishes > > Eric > If you always want to see them 10-15 or even 30 days in advance, just edit that transaction (Actions:Scheduled Transactions:Scheduled Transactions Editor) and click the Create in Advance checkbox on the Overview tab. Adjust the number of days as desired. --Steve -- Stephen M Butler, PMP, PSM stephen.m.butle...@gmail.com kg...@arrl.net 253-350-0166 --- GnuPG Fingerprint: 8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8 ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
On Wed, 29 May 2019 10:04:15 +1000 "Peter088" wrote: > 1) How can you enter a scheduled transaction before it's due > date? (Used to check cash flow) When setting up a scheduled transaction (or later, by editing it) you can choose how far in advance to trigger the transaction. For instance, if you want the month's scheduled entries to all show up on the 1st of the month, set up the things scheduled for the 5th to trigger five days in advance, the things scheduled for the 20th to trigger 20 days in advance, and so on. Then run Actions -->Scheduled Transactions-->Since Last Run..., any time after midnight, to create the entries for the month. For variable transactions you can estimate the amount to a close approximation, easily corrected when you get the bill. A thick blue line will separate past from future in the register. There is great flexibility in how far in advance you want to enter any scheduled transaction. -- Bert Riding rerid...@xmission.com ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
Thanks Eric. I like your description better than mine. :^) -Original Message- From: gnucash-user [mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On Behalf Of Eric Coates Sent: Wednesday, 29 May 2019 7:17 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Misc Newbie Questions Hi > 1) How can you enter a scheduled transaction before it's due date? > (Used to check cash flow) Adrien Monteleone has given one method, I use a different one. Without going through my entire boring "scheme of works" for the last day of the month I do want to enter all scheduled transactions for thee following month (you call it "cash flow purposes", I call it "fear of going into the red"). To do that I (1) close GnuCash; (2) set the system clock to a later date (in my case the last day of the next month): (3) open GnuCash, click the necessary buttons and check that all the transactions have appeared (in my case in my current/checking account); (4) close GnuCash; (5) Reset the system date. I use Ubuntu and I find sometimes (not very often) the change of date doesn't "take", that is why the checking is necessary. Different, not better Best wishes Eric ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - 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 gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
Hi 1) How can you enter a scheduled transaction before it's due date? (Used to check cash flow) Adrien Monteleone has given one method, I use a different one. Without going through my entire boring "scheme of works" for the last day of the month I do want to enter all scheduled transactions for thee following month (you call it "cash flow purposes", I call it "fear of going into the red"). To do that I (1) close GnuCash; (2) set the system clock to a later date (in my case the last day of the next month): (3) open GnuCash, click the necessary buttons and check that all the transactions have appeared (in my case in my current/checking account); (4) close GnuCash; (5) Reset the system date. I use Ubuntu and I find sometimes (not very often) the change of date doesn't "take", that is why the checking is necessary. Different, not better Best wishes Eric ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
> On May 28, 2019, at 8:48 PM, Peter088 wrote: > > > 5) I get the reconciliation function, but every once in a while I make a > mistake while reconciling. When I go back and correct the reconciled > transaction it changes the status to "n" and I'm unable to change it back > without either repeating the entire reconciliation process starting with > resetting the status of every transaction on the statement or having to > remember to roll it into the next month's statement. These are both very > arduous. There is no way around this? > > Thanks, > > Peter Just re-reconcile that account as of the last statement date again. You’d only have the one transaction that needs to be checked off and then finish the process. Clicking in the “R" field in a register can cycle it to ‘cleared’ (‘c’) so when you click the Reconcile button again, it is already checked off. Then just click the icon in the toolbar to finish it. If you do this right away, you probably don’t even have to manually change any dates or amounts in the dialogs. Otherwise, be sure to go ahead and clear the transaction anyway, so it is already checked off for the next formal reconcile chore, then you won’t have to remember to do anything with it. Its flag will just get changed to ‘y’ as it should. Regards, Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
Thanks Adrien.
Regarding 2), I'm up to date on Windows 10 and have just upgraded to V3.5
I'll will try and isolate a repeatable instance.
3) Got it
5) I get the reconciliation function, but every once in a while I make a
mistake while reconciling. When I go back and correct the reconciled
transaction it changes the status to "n" and I'm unable to change it back
without either repeating the entire reconciliation process starting with
resetting the status of every transaction on the statement or having to
remember to roll it into the next month's statement. These are both very
arduous. There is no way around this?
Thanks,
Peter
-Original Message-
From: gnucash-user
[mailto:gnucash-user-bounces+peter088=petermacdonough@gnucash.org] On
Behalf Of Adrien Monteleone
Sent: Wednesday, 29 May 2019 11:14 AM
To: gnucash-user
Subject: Re: [GNC] Misc Newbie Questions
> On May 28, 2019, at 7:04 PM, Peter088 wrote:
>
> Hello,
>
>
>
> I'm a recent convert from Quicken. I apologize for dragging my expectations
> with me, but there are a few things I can't figure out how to do. Perhaps
> these are not possible. They are mostly small, so I thought I'd include
> them in one email instead of killing e-trees:
>
>
>
> 1) How can you enter a scheduled transaction before it's due date?
> (Used to check cash flow)
See the Help Manual and Guide. You can enter future transactions manually and
run reports to include those future dates, or you can enter Scheduled
Transactions which haven’t fired yet, and run a report to show you the effects
as if they did.
>
> 2) Why don't backspace and delete work sometimes, even in the text
> fields?
They should. What version are you using and on what OS? There were some bugs in
earlier 3.x releases, but they should have been fixed by 3.5, the current
release.
>
> 3) What is my "working register?' (This is what you close and open
> instead of closing and opening GNUCash to bump the internal calendar date)
There shouldn’t be a need to close and open anything to change the date. Just
change the date. I leave GC open 24/7. While the next empty transaction’s date
won’t change automatically, once you enter a current day’s transaction and
change the date manually, the next empty transaction will default to the
current system date.
If you like to leave GC open, but don’t want to ever be bothered with manually
changing a date for a current-day transaction, just don’t leave a register open
across midnight. When you open the register the next day, the default day in
the empty transaction will be current.
But the ‘working register’ is whatever account register you have open at the
time. So if you have your checking account register up, that is your ‘working
register’. (you can have many open at once, but only the active tab is the
‘working’ one.
>
> 4) How can you change the order of the items in a split?
You can type them in any order, but GC will default to re-ordering them as
debits first. I don’t think there is a way around this. (the debits will stay
in their as-entered order and credits in their order however)
>
> 5) Is there any way to mark a transaction as reconciled ("y") without
> going through the reconciliation process?
Nope. That’s the whole point. Reconciliation is not a per-transaction process,
it is for a group of transactions against a set balance. (though I guess
technically, any period could have only 1 transaction in it) You *can* mark an
split as ‘cleared’ which means when you reconcile, it will be checked off for
you by default.
Regards,
Adrien
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
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
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
> On May 28, 2019, at 7:04 PM, Peter088 wrote:
>
> Hello,
>
>
>
> I'm a recent convert from Quicken. I apologize for dragging my expectations
> with me, but there are a few things I can't figure out how to do. Perhaps
> these are not possible. They are mostly small, so I thought I'd include
> them in one email instead of killing e-trees:
>
>
>
> 1) How can you enter a scheduled transaction before it's due date?
> (Used to check cash flow)
See the Help Manual and Guide. You can enter future transactions manually and
run reports to include those future dates, or you can enter Scheduled
Transactions which haven’t fired yet, and run a report to show you the effects
as if they did.
>
> 2) Why don't backspace and delete work sometimes, even in the text
> fields?
They should. What version are you using and on what OS? There were some bugs in
earlier 3.x releases, but they should have been fixed by 3.5, the current
release.
>
> 3) What is my "working register?' (This is what you close and open
> instead of closing and opening GNUCash to bump the internal calendar date)
There shouldn’t be a need to close and open anything to change the date. Just
change the date. I leave GC open 24/7. While the next empty transaction’s date
won’t change automatically, once you enter a current day’s transaction and
change the date manually, the next empty transaction will default to the
current system date.
If you like to leave GC open, but don’t want to ever be bothered with manually
changing a date for a current-day transaction, just don’t leave a register open
across midnight. When you open the register the next day, the default day in
the empty transaction will be current.
But the ‘working register’ is whatever account register you have open at the
time. So if you have your checking account register up, that is your ‘working
register’. (you can have many open at once, but only the active tab is the
‘working’ one.
>
> 4) How can you change the order of the items in a split?
You can type them in any order, but GC will default to re-ordering them as
debits first. I don’t think there is a way around this. (the debits will stay
in their as-entered order and credits in their order however)
>
> 5) Is there any way to mark a transaction as reconciled ("y") without
> going through the reconciliation process?
Nope. That’s the whole point. Reconciliation is not a per-transaction process,
it is for a group of transactions against a set balance. (though I guess
technically, any period could have only 1 transaction in it) You *can* mark an
split as ‘cleared’ which means when you reconcile, it will be checked off for
you by default.
Regards,
Adrien
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Misc Newbie Questions
On Wed, 29 May 2019, Peter088 wrote: I'm a recent convert from Quicken. I apologize for dragging my expectations with me, but there are a few things I can't figure out how to do. Perhaps these are not possible. They are mostly small, so I thought I'd include them in one email instead of killing e-trees: Peter, Have you read the gnucash-help and gnucash-guide docs? Rich ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
