Re: [GNC] Scheduled Transactions

[Martin Booth via gnucash-user]

 oops missed off the group

On Saturday, 23 March 2024 at 09:20:19 GMT, Martin Booth 
 wrote:  
 
  Hi
select new under scheduled transaction or edit an existing one
select frequency tab

select weekly for frequency and select a start date
select every 4 weeks in the box below and the day it will start
this will setup your DWP payment
regards,Martin




On Saturday, 23 March 2024 at 07:45:26 GMT, David Jordan 
 wrote:  
 
 Hello,

 

I am trying to schedule a Deposit transaction that is paid every 4 weeks
(i.e. 13 times per year) but unlike Quicken GNUCash doesn't seem to allow a
scheduled transaction that happens every 4 weeks.

 

Is there any way of doing this?

 

Regards

 

David

 

David Jordan
48 Priestley Way

Burnham-on-Sea

Somerset TA8 1QX
E-Mail : Home -   da...@dmjsystems.co.uk
Telephone Home  -  +44 1278 781957
                  Mobile  -  +44 7835 887318

 

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Re: [GNC] Scheduled Transactions

[sunfish62--- via gnucash-user]

Weekly, every 4 weeks

⁣David T.​

On Mar 23, 2024, 8:45 AM, at 8:45 AM, David Jordan  
wrote:
>Hello,
>
> 
>
>I am trying to schedule a Deposit transaction that is paid every 4
>weeks
>(i.e. 13 times per year) but unlike Quicken GNUCash doesn't seem to
>allow a
>scheduled transaction that happens every 4 weeks.
>
> 
>
>Is there any way of doing this?
>
> 
>
>Regards
>
> 
>
>David
>
> 
>
>David Jordan
>48 Priestley Way
>
>Burnham-on-Sea
>
>Somerset TA8 1QX
>E-Mail : Home -   da...@dmjsystems.co.uk
>Telephone Home   -  +44 1278 781957
>  Mobile  -  +44 7835 887318
>
> 
>
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[GNC] Scheduled Transactions

[David Jordan]

Hello,

 

I am trying to schedule a Deposit transaction that is paid every 4 weeks
(i.e. 13 times per year) but unlike Quicken GNUCash doesn't seem to allow a
scheduled transaction that happens every 4 weeks.

 

Is there any way of doing this?

 

Regards

 

David

 

David Jordan
48 Priestley Way

Burnham-on-Sea

Somerset TA8 1QX
E-Mail : Home -   da...@dmjsystems.co.uk
Telephone Home   -  +44 1278 781957
  Mobile  -  +44 7835 887318

 

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Re: [GNC] Scheduled Transactions gnucash-5.5

[mjchurchil--- via gnucash-user]

Thanks John  didn't see that one. Also, thanks to the whole team for a great 
application. Mike

Sent from AOL on Android 
 
  On Wed, Dec 27, 2023 at 6:48 PM, john wrote:   


On Dec 25, 2023, at 11:07, mjchurchil--- via gnucash-user 
 wrote:
 Just as an update, I tried a gnucash-5.5 package on arch. Trying to change 
from reminder to to-create has no effect; stays reminder. Same computer, same 
database, but different install.  Mike

    On Monday, December 25, 2023 at 10:52:57 AM PST, mjchurchil--- via 
gnucash-user  wrote:  

 Using 5.5 built from bz2 file on debian and freebsd. Scheduled transactions 
since last run. Three transactions with reminder label.  Select compose for 
transaction #2.  Transaction #1 switches to compose, transaction #2 stays 
reminder.  Quit gnucash-5.5. Start gnucash-5.4. Works as expected. Does 
transaction #2 when requested. Didn't try Transaction #3 on 5.5, but probably 
should have. Now I only have two transactions anyway.  Using SQL-backend and 
AQBanking=OFF in both builds. Don't know if it's just me, or if it's a bug.  
Mike


That's https://bugs.gnucash.org/show_bug.cgi?id=799186
Regards,John Ralls

  
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Re: [GNC] Scheduled Transactions gnucash-5.5

[john]

> On Dec 25, 2023, at 11:07, mjchurchil--- via gnucash-user 
>  wrote:
> 
> Just as an update, I tried a gnucash-5.5 package on arch. Trying to change 
> from reminder to to-create has no effect; stays reminder. Same computer, same 
> database, but different install.  Mike
> 
>On Monday, December 25, 2023 at 10:52:57 AM PST, mjchurchil--- via 
> gnucash-user  wrote:  
> 
> Using 5.5 built from bz2 file on debian and freebsd. Scheduled transactions 
> since last run. Three transactions with reminder label.  Select compose for 
> transaction #2.  Transaction #1 switches to compose, transaction #2 stays 
> reminder.  Quit gnucash-5.5. Start gnucash-5.4. Works as expected. Does 
> transaction #2 when requested. Didn't try Transaction #3 on 5.5, but probably 
> should have. Now I only have two transactions anyway.  Using SQL-backend and 
> AQBanking=OFF in both builds. Don't know if it's just me, or if it's a bug.  
> Mike

That's https://bugs.gnucash.org/show_bug.cgi?id=799186

Regards,
John Ralls


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Re: [GNC] Scheduled Transactions gnucash-5.5

[mjchurchil--- via gnucash-user]

 Just as an update, I tried a gnucash-5.5 package on arch. Trying to change 
from reminder to to-create has no effect; stays reminder. Same computer, same 
database, but different install.  Mike

On Monday, December 25, 2023 at 10:52:57 AM PST, mjchurchil--- via 
gnucash-user  wrote:  
 
 Using 5.5 built from bz2 file on debian and freebsd. Scheduled transactions 
since last run. Three transactions with reminder label.  Select compose for 
transaction #2.  Transaction #1 switches to compose, transaction #2 stays 
reminder.  Quit gnucash-5.5. Start gnucash-5.4. Works as expected. Does 
transaction #2 when requested. Didn't try Transaction #3 on 5.5, but probably 
should have. Now I only have two transactions anyway.  Using SQL-backend and 
AQBanking=OFF in both builds. Don't know if it's just me, or if it's a bug.  
Mike
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[GNC] Scheduled Transactions gnucash-5.5

[mjchurchil--- via gnucash-user]

Using 5.5 built from bz2 file on debian and freebsd. Scheduled transactions 
since last run. Three transactions with reminder label.  Select compose for 
transaction #2.  Transaction #1 switches to compose, transaction #2 stays 
reminder.  Quit gnucash-5.5. Start gnucash-5.4. Works as expected. Does 
transaction #2 when requested. Didn't try Transaction #3 on 5.5, but probably 
should have. Now I only have two transactions anyway.  Using SQL-backend and 
AQBanking=OFF in both builds. Don't know if it's just me, or if it's a bug.  
Mike
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Re: [GNC] Scheduled Transactions status cannot be changed

[John Layman via gnucash-user]

Yep.  This is the case on Windows also.

-Original Message-
From: gnucash-user 
On Behalf Of lj
Sent: Tuesday, December 19, 2023 7:40 PM
To: gnucash-u...@lists.gnucash.org
Subject: Re: [GNC] Scheduled Transactions status cannot be changed

I am also unable to change the SX status in the SLR dialog.
Using Linux (64 bit), Gnucash-5.5 built from source.

Also unable to enter a value for a place-holder in the SX. Double-click on
the placeholder, enter a value, press Enter and it reverts to "(Need
Value)".  Release notes indicate a change using the dialog's OK button but
that doesn't seem to do anything either.

On 12/19/23 12:31, Richard De Vriese wrote:
> I just installed GnuCash 5.5 yesterday (upgraded from 5.4.1) and 
> noticed that I am not able to change the status of Scheduled 
> Transactions from the Actions | Scheduled Transactions | Since Last 
> Run dialog box. When I click on the status field of any of the
transactions in the Since Last Run..
> dialog I see the pop up menu listing (Ignored, Postponed, To Create, 
> Reminder), but if I click on one any of them, the new status is not saved.
> 
> I'm running GnuCash on Windows 11, latest patches, on an Intel Core
> i7-10700 CPU.
> 
> I have had to downgrade to version 5.4.1 to get the scheduled 
> Transaction functionality working.


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Re: [GNC] Scheduled Transactions status cannot be changed

[Jon Schewe]

That appears to be different behavior from what I'm seeing. I've
opened https://bugs.gnucash.org/show_bug.cgi?id=799180 for the variable
value issue.
https://bugs.gnucash.org/show_bug.cgi?id=799179 is close, however I'm
not getting a crash.

On Thu, 2023-12-21 at 10:21 -0800, john wrote:
> I think https://bugs.gnucash.org/show_bug.cgi?id=799179 covers it.
> 
> Regards,
> John Ralls
> 
> 
> > On Dec 21, 2023, at 05:55, Jon Schewe  wrote:
> > 
> > Has anyone filed a bug for this problem of not being able to enter
> > variables? I'll enter one, but didn't want to double up. When I did
> > a
> > search I didn't find one, but could be using poor keywords.
> > 
> > On Tue, 2023-12-19 at 19:40 -0500, lj wrote:
> > > I am also unable to change the SX status in the SLR dialog.
> > > Using Linux (64 bit), Gnucash-5.5 built from source.
> > > 
> > > Also unable to enter a value for a place-holder in the SX. Double-
> > > click 
> > > on the placeholder, enter a value, press Enter and it reverts to
> > > "(Need 
> > > Value)".  Release notes indicate a change using the dialog's OK
> > > button 
> > > but that doesn't seem to do anything either.
> > > 
> > > On 12/19/23 12:31, Richard De Vriese wrote:
> > > > I just installed GnuCash 5.5 yesterday (upgraded from 5.4.1)
> > > > and
> > > > noticed
> > > > that I am not able to change the status of Scheduled
> > > > Transactions
> > > > from the
> > > > Actions | Scheduled Transactions | Since Last Run dialog box.
> > > > When
> > > > I click
> > > > on the status field of any of the transactions in the Since
> > > > Last
> > > > Run..
> > > > dialog I see the pop up menu listing (Ignored, Postponed, To
> > > > Create,
> > > > Reminder), but if I click on one any of them, the new status is
> > > > not
> > > > saved.
> > > > 
> > > > I'm running GnuCash on Windows 11, latest patches, on an Intel
> > > > Core
> > > > i7-10700 CPU.
> > > > 
> > > > I have had to downgrade to version 5.4.1 to get the scheduled
> > > > Transaction
> > > > functionality working.
> > > 
> > > 
> > > ___
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Re: [GNC] Scheduled Transactions status cannot be changed

[john]

I think https://bugs.gnucash.org/show_bug.cgi?id=799179 covers it.

Regards,
John Ralls


> On Dec 21, 2023, at 05:55, Jon Schewe  wrote:
> 
> Has anyone filed a bug for this problem of not being able to enter
> variables? I'll enter one, but didn't want to double up. When I did a
> search I didn't find one, but could be using poor keywords.
> 
> On Tue, 2023-12-19 at 19:40 -0500, lj wrote:
>> I am also unable to change the SX status in the SLR dialog.
>> Using Linux (64 bit), Gnucash-5.5 built from source.
>> 
>> Also unable to enter a value for a place-holder in the SX. Double-
>> click 
>> on the placeholder, enter a value, press Enter and it reverts to
>> "(Need 
>> Value)".  Release notes indicate a change using the dialog's OK
>> button 
>> but that doesn't seem to do anything either.
>> 
>> On 12/19/23 12:31, Richard De Vriese wrote:
>>> I just installed GnuCash 5.5 yesterday (upgraded from 5.4.1) and
>>> noticed
>>> that I am not able to change the status of Scheduled Transactions
>>> from the
>>> Actions | Scheduled Transactions | Since Last Run dialog box. When
>>> I click
>>> on the status field of any of the transactions in the Since Last
>>> Run..
>>> dialog I see the pop up menu listing (Ignored, Postponed, To
>>> Create,
>>> Reminder), but if I click on one any of them, the new status is not
>>> saved.
>>> 
>>> I'm running GnuCash on Windows 11, latest patches, on an Intel Core
>>> i7-10700 CPU.
>>> 
>>> I have had to downgrade to version 5.4.1 to get the scheduled
>>> Transaction
>>> functionality working.
>> 
>> 
>> ___
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Re: [GNC] Scheduled Transactions status cannot be changed

[Jon Schewe]

Has anyone filed a bug for this problem of not being able to enter
variables? I'll enter one, but didn't want to double up. When I did a
search I didn't find one, but could be using poor keywords.

On Tue, 2023-12-19 at 19:40 -0500, lj wrote:
> I am also unable to change the SX status in the SLR dialog.
> Using Linux (64 bit), Gnucash-5.5 built from source.
> 
> Also unable to enter a value for a place-holder in the SX. Double-
> click 
> on the placeholder, enter a value, press Enter and it reverts to
> "(Need 
> Value)".  Release notes indicate a change using the dialog's OK
> button 
> but that doesn't seem to do anything either.
> 
> On 12/19/23 12:31, Richard De Vriese wrote:
> > I just installed GnuCash 5.5 yesterday (upgraded from 5.4.1) and
> > noticed
> > that I am not able to change the status of Scheduled Transactions
> > from the
> > Actions | Scheduled Transactions | Since Last Run dialog box. When
> > I click
> > on the status field of any of the transactions in the Since Last
> > Run..
> > dialog I see the pop up menu listing (Ignored, Postponed, To
> > Create,
> > Reminder), but if I click on one any of them, the new status is not
> > saved.
> > 
> > I'm running GnuCash on Windows 11, latest patches, on an Intel Core
> > i7-10700 CPU.
> > 
> > I have had to downgrade to version 5.4.1 to get the scheduled
> > Transaction
> > functionality working.
> 
> 
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Re: [GNC] Scheduled Transactions status cannot be changed

[Peter Jackson]

Gnucash 5.5
I also have this problem.
Peter
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Re: [GNC] Scheduled Transactions status cannot be changed

[lj]

I am also unable to change the SX status in the SLR dialog.
Using Linux (64 bit), Gnucash-5.5 built from source.

Also unable to enter a value for a place-holder in the SX. Double-click 
on the placeholder, enter a value, press Enter and it reverts to "(Need 
Value)".  Release notes indicate a change using the dialog's OK button 
but that doesn't seem to do anything either.


On 12/19/23 12:31, Richard De Vriese wrote:

I just installed GnuCash 5.5 yesterday (upgraded from 5.4.1) and noticed
that I am not able to change the status of Scheduled Transactions from the
Actions | Scheduled Transactions | Since Last Run dialog box. When I click
on the status field of any of the transactions in the Since Last Run..
dialog I see the pop up menu listing (Ignored, Postponed, To Create,
Reminder), but if I click on one any of them, the new status is not saved.

I'm running GnuCash on Windows 11, latest patches, on an Intel Core
i7-10700 CPU.

I have had to downgrade to version 5.4.1 to get the scheduled Transaction
functionality working.



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[GNC] Scheduled Transactions status cannot be changed

[Richard De Vriese]

I just installed GnuCash 5.5 yesterday (upgraded from 5.4.1) and noticed
that I am not able to change the status of Scheduled Transactions from the
Actions | Scheduled Transactions | Since Last Run dialog box. When I click
on the status field of any of the transactions in the Since Last Run..
dialog I see the pop up menu listing (Ignored, Postponed, To Create,
Reminder), but if I click on one any of them, the new status is not saved.

I'm running GnuCash on Windows 11, latest patches, on an Intel Core
i7-10700 CPU.

I have had to downgrade to version 5.4.1 to get the scheduled Transaction
functionality working.

Warm Regards
Richard De Vriese
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Re: [GNC] Scheduled Transactions: Monday before the 4th Wednesday

[Stan Brown (using GC 4.14)]

Thanks for the suggestion, Kevin.

It's an interesting idea, but it looks like it would be more work than
I'm doing now. And also ... I could make a mistake in setting the dates
manually. With the present scheme -- 4th Wednesday of each month,
transaction posts two days early -- at least I can trust GC to get the
dates right.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com

On 2023-11-01 04:11, Kevin Buckley via gnucash-user wrote:
> On Wednesday, November 1st, 2023 at 03:32, Stan Brown  
> wrote:
>> Every month, I get a direct deposit two days before the fourth Wednesday
>> of the month. ...
> 
> Best I could come up with is to suggest that you define a set
> of Scheduled Transactions (SchedXn) that all start on a known
> Monday before the 4th Wednesday, and repeat every 28 days, but 
> start a new SchedXn once you hit a Monday before the 3rd Weds.
> 
> FWIW, some UNIX shell commands (apologies to all of the
> non-UNIX Shell users out there!) to generate a year's
> worth of 28-day apart dates, are
> 
> s=0
> for n in 028  56 \
>   84 112 140 \
>  168 196 \
>  224 252 280 \
>  308 336 \
>  364 ; do \
>   s=`expr $s + 1` ;
>   echo -n  $s " " ;
>   date +'%Y%m%d' --date="Mon Oct 23 2023 + $n day" ;
> done
> 
> (and, before anyone asks, it's merely a cut-down version of
>  something that generates a yearly set of fornightly dates,
>  given a starting date, but with the starting date changed)
> 
> Here's what that produced, starting with your Mon Oct 23 example:
> 
>   20231023
>   20231120
>   20231218  before 3rd Weds, start from next Monday
> 
>   20231225
>   20240122
>   20240219  before 3rd Weds, start from next Monday
> 
>   20240226
>   20240325
>   20240422
>   20240520
>   20240617  before 3rd Weds, start from next Monday
> 
>   20240624
>   20240722
>   20240819  before 3rd Weds, start from next Monday
> 
>   20240826
>   20240923
>   20241021
>   20241118  before 3rd Weds, start from next Monday
> 
> 
> I'd suppose that once you have passed the end of each SchedXn,
> you just change the start date to the correct date for the
> year after and see where you get to.
> 
> Cave: leap years may well stuff things up, but you should
> get the jist, of how to think about it, and to take account
> of the extra day, I'm sure.
> 
> 
> FWIW, each of the five SchedXn-s above would be defined as:
> 
> Start Date: 20231023, Freq:  Daily, Every: 28 days, Occurences: For 2 
> Start Date: 20231225, Freq:  Daily, Every: 28 days, Occurences: For 2 
> Start Date: 20240226, Freq:  Daily, Every: 28 days, Occurences: For 4 
> Start Date: 20240624, Freq:  Daily, Every: 28 days, Occurences: For 2 
> Start Date: 20240826, Freq:  Daily, Every: 28 days, Occurences: For 2 
> 
> HTH
> 
> 
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Re: [GNC] Scheduled Transactions: Monday before the 4th Wednesday

[Kevin Buckley via gnucash-user]

On Wednesday, November 1st, 2023 at 03:32, Stan Brown  
wrote:
>
> Every month, I get a direct deposit two days before the fourth Wednesday
> of the month. That's not the same as the third Monday. For example, this
> month the fourth Wednesday was 25 October, so the deposit came on
> 23 October, which is the fourth Monday. Next month, the fourth Wednesday
> will be 22 November, so the deposit will come on 20 November, which is
> the third Monday.
> 
> I have scheduled my transaction for the 4th Wednesday of each month, but
> to be created two days early. Then when the transaction fires, I
> manually change the date the Wednesday.
> 
> That's an inconvenience, albeit a minor one. Just in case I've missed
> something, is there any way to have the transaction appear on the right
> day (two days before the fourth Wednesday) and with that Monday date,
> not the Wednesday date?


This will look a lot better if read in monospaced text: some
of us think that all email would!

Best I could come up with is to suggest that you define a set
of Scheduled Transactions (SchedXn) that all start on a known
Monday before the 4th Wednesday, and repeat every 28 days, but 
start a new SchedXn once you hit a Monday before the 3rd Weds.

FWIW, some UNIX shell commands (apologies to all of the
non-UNIX Shell users out there!) to generate a year's
worth of 28-day apart dates, are

s=0
for n in 028  56 \
  84 112 140 \
 168 196 \
 224 252 280 \
 308 336 \
 364 ; do \
  s=`expr $s + 1` ;
  echo -n  $s " " ;
  date +'%Y%m%d' --date="Mon Oct 23 2023 + $n day" ;
done

(and, before anyone asks, it's merely a cut-down version of
 something that generates a yearly set of fornightly dates,
 given a starting date, but with the starting date changed)

Here's what that produced, starting with your Mon Oct 23 example:


  20231023
  20231120
  20231218  before 3rd Weds, start from next Monday

  20231225
  20240122
  20240219  before 3rd Weds, start from next Monday

  20240226
  20240325
  20240422
  20240520
  20240617  before 3rd Weds, start from next Monday

  20240624
  20240722
  20240819  before 3rd Weds, start from next Monday

  20240826
  20240923
  20241021
  20241118  before 3rd Weds, start from next Monday


I'd suppose that once you have passed the end of each SchedXn,
you just change the start date to the correct date for the
year after and see where you get to.

Cave: leap years may well stuff things up, but you should
get the jist, of how to think about it, and to take account
of the extra day, I'm sure.


FWIW, each of the five SchedXn-s above would be defined as:

Start Date: 20231023, Freq:  Daily, Every: 28 days, Occurences: For 2 
Start Date: 20231225, Freq:  Daily, Every: 28 days, Occurences: For 2 
Start Date: 20240226, Freq:  Daily, Every: 28 days, Occurences: For 4 
Start Date: 20240624, Freq:  Daily, Every: 28 days, Occurences: For 2 
Start Date: 20240826, Freq:  Daily, Every: 28 days, Occurences: For 2 

HTH


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[GNC] Scheduled Transactions: Monday before the 4th Wednesday

[Stan Brown (using GC 4.14)]

Every month, I get a direct deposit two days before the fourth Wednesday
of the month. That's not the same as the third Monday. For example, this
month the fourth Wednesday was 25 October, so the deposit came on
23 October, which is the fourth Monday. Next month, the fourth Wednesday
will be 22 November, so the deposit will come on 20 November, which is
the third Monday.

I have scheduled my transaction for the 4th Wednesday of each month, but
to be created two days early. Then when the transaction fires, I
manually change the date the Wednesday.

That's an inconvenience, albeit a minor one. Just in case I've missed
something, is there any way to have the transaction appear on the right
day (two days before the fourth Wednesday) and with that Monday date,
not the Wednesday date?

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] scheduled transactions: simple or compound interest calculations in

[Adrien Monteleone]

See my reply in the thread titled "I need basic help" made today that 
gives an overview of Debits & Credits.


Your splits in that transaction should be something like:

Dr. Assets:Deposit Account (amount = cash + interest)
  Cr. Assets:Cash
  Cr. Income:Interest

(These are just general names, use whatever you like.)

You want to reflect the increase in the Deposit Account which is 
comprised of whatever source of funds (a decrease in Cash in the above 
example) and an increase in the Interest earned.


In this particular case, you are recording a shift in assets from one 
asset account to another, (Cash to Deposit Account) and also recording 
the realization of income and its transfer to one of those assets. (the 
Deposit Account)


Regards,
Adrien

On 10/22/23 3:36 PM, Name Same wrote:

Hi Adrien,

Thanks for the reply, I figured out how to use the formula
system with scheduled transactions with some trial-and-error.

I tried both a simple formula like 1000*4/100 for a recurring
fixed 4% deposit, and a compounding formula, like:
computeInterestIncrement( 1000.00 : 0.4 : 12 : i )
which made me quite rich.

One thing I note is that in the transaction template, I had to show
a debit action into the bank account, and a credit action from
Income:interest to keep the sheet balanced. Is that the right thing to do?
If I don't credit from income:interest, the interest deposited in the bank
account shows under imbalance.


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Re: [GNC] scheduled transactions: simple or compound interest calculations in

[Stan Brown (using GC 4.14)]

On 2023-10-22 13:36, Name Same wrote:
> One thing I note is that in the transaction template, I had to show
> a debit action into the bank account, and a credit action from
> Income:interest to keep the sheet balanced. Is that the right thing to do?

Absolutely. Debits must balance credits in every single transaction,
without exception.

If you get something in imbalance, it mean you entered an unbalanced
transaction. Then you need to find it and fix it.

Talking about a "credit action _from_ interest" confused me. Normally we
debit an account or debit to an account, and we credit an account or
credit to an account.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] scheduled transactions: simple or compound interest calculations in

[Name Same]

Hi Adrien,

Thanks for the reply, I figured out how to use the formula
system with scheduled transactions with some trial-and-error.

I tried both a simple formula like 1000*4/100 for a recurring
fixed 4% deposit, and a compounding formula, like:
computeInterestIncrement( 1000.00 : 0.4 : 12 : i )
which made me quite rich.

One thing I note is that in the transaction template, I had to show
a debit action into the bank account, and a credit action from
Income:interest to keep the sheet balanced. Is that the right thing to do?
If I don't credit from income:interest, the interest deposited in the bank
account shows under imbalance.

Best,

Robin



On Sun, Oct 22, 2023 at 9:11 AM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> I could be misunderstanding the desired goal.
>
> Do you want the interest portion to be calculated on the immediate
> deposit or on the entire account balance?
>
> If the immediate deposit, you would simply add a split for the interest
> and indicate the amount. (since it is fixed, the rate is irrelevant as
> the math always produces the same result, thus no formula is needed.)
>
> If on the account balance at the time, you can prompt yourself for that
> as a variable and let GnuCash do the math.
>
> The interest split would in this case have a formula instead of a fixed
> amount but where the current balance would appear you simply use a word
> say 'balance' and gnucash will treat that as a variable. When the
> transaction fires, GnuCash will prompt you to enter the balance amount
> to be used in the formula.
>
> Create a copy of your file and do a test transaction as practice if it
> helps.
>
> -
> Note, the example you cite of adding code to a Scheme file is a much
> more advanced approach and it appears to be for a more complicated
> situation than you are describing.
> -
> The first transaction in just about any Asset or Liability account will
> be to Equity:Opening Balances. This is fairly standard accounting practice.
>
> In double-entry, money does not appear or disappear. It moves from one
> account to another. With respect to Opening Balance, you think of it as
> a reason or explanation more than a source or destination account if
> that helps.
>
>
> Regards,
> Adrien
>
> On 10/20/23 2:38 PM, Name Same wrote:
> > Hi there,
> >
> > I am new to gnucash, so please pardon me if this sounds too simple a
> > question.
> >
> > How do I schedule transactions to automatically add a percentage interest
> > for a fixed deposit for a fixed deposit account?
> > https://en.wikipedia.org/wiki/Fixed_deposit
> >
> > The material on how to enter/use simple or compound interest formulas in
> > scheduled translation is not clear. Here are the links I found: 1)
> >
> https://wiki.gnucash.org/wiki/Scheduled_Transactions#Bank_Account_Interest
> ,
> > and 2) https://code.gnucash.org/docs/C/gnucash-guide/invest_int1.html
> >
> > Link 2) doesn't have a screenshot that shows what entries were made in
> the
> > fields/forms to calculate interest, and shows just the result.
> >
> > Another side problem I face is: When I create a fixed deposit account
> with
> > an initial amount, the scheduled transaction template for some reason
> keeps
> > adding "opening balance" to the transactions. How do I just schedule
> > interest deposits based on opening balance of fixed deposit account?
>
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Re: [GNC] scheduled transactions: simple or compound interest calculations in

[Adrien Monteleone]

I could be misunderstanding the desired goal.

Do you want the interest portion to be calculated on the immediate 
deposit or on the entire account balance?


If the immediate deposit, you would simply add a split for the interest 
and indicate the amount. (since it is fixed, the rate is irrelevant as 
the math always produces the same result, thus no formula is needed.)


If on the account balance at the time, you can prompt yourself for that 
as a variable and let GnuCash do the math.


The interest split would in this case have a formula instead of a fixed 
amount but where the current balance would appear you simply use a word 
say 'balance' and gnucash will treat that as a variable. When the 
transaction fires, GnuCash will prompt you to enter the balance amount 
to be used in the formula.


Create a copy of your file and do a test transaction as practice if it 
helps.


-
Note, the example you cite of adding code to a Scheme file is a much 
more advanced approach and it appears to be for a more complicated 
situation than you are describing.

-
The first transaction in just about any Asset or Liability account will 
be to Equity:Opening Balances. This is fairly standard accounting practice.


In double-entry, money does not appear or disappear. It moves from one 
account to another. With respect to Opening Balance, you think of it as 
a reason or explanation more than a source or destination account if 
that helps.



Regards,
Adrien

On 10/20/23 2:38 PM, Name Same wrote:

Hi there,

I am new to gnucash, so please pardon me if this sounds too simple a
question.

How do I schedule transactions to automatically add a percentage interest
for a fixed deposit for a fixed deposit account?
https://en.wikipedia.org/wiki/Fixed_deposit

The material on how to enter/use simple or compound interest formulas in
scheduled translation is not clear. Here are the links I found: 1)
https://wiki.gnucash.org/wiki/Scheduled_Transactions#Bank_Account_Interest,
and 2) https://code.gnucash.org/docs/C/gnucash-guide/invest_int1.html

Link 2) doesn't have a screenshot that shows what entries were made in the
fields/forms to calculate interest, and shows just the result.

Another side problem I face is: When I create a fixed deposit account with
an initial amount, the scheduled transaction template for some reason keeps
adding "opening balance" to the transactions. How do I just schedule
interest deposits based on opening balance of fixed deposit account?


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[GNC] scheduled transactions: simple or compound interest calculations in

[Name Same]

Hi there,

I am new to gnucash, so please pardon me if this sounds too simple a
question.

How do I schedule transactions to automatically add a percentage interest
for a fixed deposit for a fixed deposit account?
https://en.wikipedia.org/wiki/Fixed_deposit

The material on how to enter/use simple or compound interest formulas in
scheduled translation is not clear. Here are the links I found: 1)
https://wiki.gnucash.org/wiki/Scheduled_Transactions#Bank_Account_Interest,
and 2) https://code.gnucash.org/docs/C/gnucash-guide/invest_int1.html

Link 2) doesn't have a screenshot that shows what entries were made in the
fields/forms to calculate interest, and shows just the result.

Another side problem I face is: When I create a fixed deposit account with
an initial amount, the scheduled transaction template for some reason keeps
adding "opening balance" to the transactions. How do I just schedule
interest deposits based on opening balance of fixed deposit account?

Thanks,

Robin
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Re: [GNC] Scheduled transactions

[Anna Scott]

I think I figured it out - set weekly for every four weeks. Duh.

Sent from my iPad

> On Oct 12, 2023, at 14:43, Anna Scott  wrote:
> 
> Hello all - first of all I’m a MacBook Pro user on GNC version 5.3 - I’m a 
> newbie setting up scheduled transactions for the first time. I have a few 
> that are recurring every four weeks (specifically not monthly) and would 
> appreciate your advice on a) is it possible to schedule in this non standard 
> cycle and b) how do I best set it up?
> 
> Appreciate your help as always - 
> 
> Sent from my iPad

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[GNC] Scheduled transactions

[Anna Scott]

Hello all - first of all I’m a MacBook Pro user on GNC version 5.3 - I’m a 
newbie setting up scheduled transactions for the first time. I have a few that 
are recurring every four weeks (specifically not monthly) and would appreciate 
your advice on a) is it possible to schedule in this non standard cycle and b) 
how do I best set it up?

Appreciate your help as always - 

Sent from my iPad
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Re: [GNC] Scheduled Transactions

[Gyle McCollam]

Stan, see the attached screenshot.  You will notice the middle columns have no 
headings.  As you tab through the fields to enter: number, description (payee 
or your description), you will notice that the middle column then says account. 
 if you click in the space you will see the dropdown arrow where you can select 
the account to debit or credit or you can just start typing the account you 
want and let Gnucash offer up the account that match.  The columns that were ot 
Debit and Tot Credit changed to Debit Formula and Credit formula.  You can 
enter a formula to calculate an amount or you can just enter the debit and 
credits.

A simple example would be description: Interest which you would debit to the 
bank account and credit an interest income account.  This can be done during 
reconciliation, so I would not create a scheduled transaction for this, but you 
can.  Another example, would be a loan payment.  You would enter in the 
description an entry such as Ford Motor Credit, then in the account enter the 
liability account for the loan and then in the debit formula enter the payment 
amount minus the interest charge which would need to be debited on the next 
line to the proper interest paid account.  On the next line select the bank 
account you are paying from and in the credit formula column enter the payment 
amount again.


Thank You,

Gyle McCollam

Gyle McCollam

gmccol...@live.com<mailto:gmccol...@gyleshomes.com>   email


From: gnucash-user  on 
behalf of Stanley Piorkowski 
Sent: Thursday, June 8, 2023 7:50 PM
To: gnucash-user@gnucash.org 
Subject: [GNC] Scheduled Transactions

   I am attempting to set up my bank accounts in GNUCash.  At this point
   I’m trying to make scheduled transactions.  I have searched through the
   documentation that I could find and nothing explains the Template
   Transaction Tab.  There is nothing that explains what should be put in
   the different blocks.  I could probably figure out most of the blocks
   except I can’t find anywhere where you can put the amount of the
   transaction even though there is a block that says Tot Funds In, I
   can’t access it.  When I keep tabbing I eventually get to a blocks that
   say Debit Formula and Credit Formula.  No idea what these are and there
   is no explanation that I could find.  Can someone give me some help
   with this, because I have a fair number of them in the Quicken program
   that I am currently using.


   Thanks in advance,


   Stan


   Sent from [1]Mail for Windows

References

   1. https://go.microsoft.com/fwlink/?LinkId=550986
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Re: [GNC] Scheduled Transactions

[David H]

Stan,

Please also advise OS and version and what version of Gnucash you are using
when you post a query as things change from version to version.

Have you found the wiki entry relating to Scheduled Txns -
https://wiki.gnucash.org/wiki/Scheduled_Transactions ?

You might find it easier initially to right click on an existing txn and
then Click "Schedule..." in the popup menu which should fill in most of the
fields for a scheduled txn - that should give you an idea of what goes
where.  Even if you then discard/delete the example scheduled txn.

Cheers David H.



On Fri, 9 Jun 2023 at 09:50, Stanley Piorkowski 
wrote:

>I am attempting to set up my bank accounts in GNUCash.  At this point
>I’m trying to make scheduled transactions.  I have searched through the
>documentation that I could find and nothing explains the Template
>Transaction Tab.  There is nothing that explains what should be put in
>the different blocks.  I could probably figure out most of the blocks
>except I can’t find anywhere where you can put the amount of the
>transaction even though there is a block that says Tot Funds In, I
>can’t access it.  When I keep tabbing I eventually get to a blocks that
>say Debit Formula and Credit Formula.  No idea what these are and there
>is no explanation that I could find.  Can someone give me some help
>with this, because I have a fair number of them in the Quicken program
>that I am currently using.
>
>
>Thanks in advance,
>
>
>Stan
>
>
>Sent from [1]Mail for Windows
>
> References
>
>1. https://go.microsoft.com/fwlink/?LinkId=550986
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[GNC] Scheduled Transactions

[Stanley Piorkowski]

   I am attempting to set up my bank accounts in GNUCash.  At this point
   I’m trying to make scheduled transactions.  I have searched through the
   documentation that I could find and nothing explains the Template
   Transaction Tab.  There is nothing that explains what should be put in
   the different blocks.  I could probably figure out most of the blocks
   except I can’t find anywhere where you can put the amount of the
   transaction even though there is a block that says Tot Funds In, I
   can’t access it.  When I keep tabbing I eventually get to a blocks that
   say Debit Formula and Credit Formula.  No idea what these are and there
   is no explanation that I could find.  Can someone give me some help
   with this, because I have a fair number of them in the Quicken program
   that I am currently using.


   Thanks in advance,


   Stan


   Sent from [1]Mail for Windows

References

   1. https://go.microsoft.com/fwlink/?LinkId=550986
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Re: [GNC] Scheduled Transactions Window Sorting

[Adrien Monteleone]

As for the SX list on the SX tab, I did get it to stick after an exit 
and restart, best I can tell. But I have a very short list (5) and one 
of those is inactive.


I'm not sure what the reference was towards 'still open windows' as the 
sort order didn't magically change if I clicked on a different tab and 
then back again anyway.


Regards,
Adrien

On 1/28/23 4:14 AM, David T. via gnucash-user wrote:

I think you meant to address this to me.

I'm not really sure why you're bringing up the SLR dialog. Are you suggesting 
that the sort order for that dialog is going to affect how the editor window 
sorts? That would be a strange behavior indeed.

Regardless, the dialog has no sorting capabilities. Neither does it have 
configuration options.

Changing the sort order, exiting the application, and restarting does not 
result in saved sorting. It *does* save my change to the calendar setting (from 
12 months to 3), so there's that.


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Re: [GNC] Scheduled Transactions Window Sorting

[David T. via gnucash-user]

I think you meant to address this to me. 

I'm not really sure why you're bringing up the SLR dialog. Are you suggesting 
that the sort order for that dialog is going to affect how the editor window 
sorts? That would be a strange behavior indeed. 

Regardless, the dialog has no sorting capabilities. Neither does it have 
configuration options. 

Changing the sort order, exiting the application, and restarting does not 
result in saved sorting. It *does* save my change to the calendar setting (from 
12 months to 3), so there's that. 

David T. 



On Jan 28, 2023, 8:30 AM, at 8:30 AM, David Carlson 
 wrote:
>Adrien M,
>
>Are you able to sort transactions in the Since Last Run dialog as well
>as
>in the Scheduled Transactions Editor?  Are they still sorted the same
>way
>the next time that you open the Scheduled Transactions Editor?
>
>I think there may be some confusion about when the stickiness arises. 
>I
>think that it only arises in windows that are still open when the
>program
>is shut down with Alt-F-Q, Ctrl-Q, and possibly clicking the upper
>right
>red X in Windows or many Linux desktops.  I have no knowledge about
>Apples.
>
>With that in mind, I think that it would be a nice enhancement if there
>were a way to make the attributes of the current window such as sort
>order,
>window positions and column widths 'stick' in the same way in the user
>settings as they do now when the program is closed, but without
>actually
>closing the program.  I think that this could be added in the
>right-click
>menu for registers, possibly called Freeze Window Attributes.
>
>On Sat, Jan 14, 2023 at 9:03 AM David Carlson
>
>wrote:
>
>> David,
>>
>> I would wait for a reply from one of the more active developers.  I
>do
>> agree with your sentiments.
>>
>> On Sat, Jan 14, 2023 at 8:32 AM David T. via gnucash-user <
>> gnucash-user@gnucash.org> wrote:
>>
>>> Well, thanks for the confirmation.
>>>
>>> I disagree with the conclusion, though. Based on your reasoning,
>>> registers should only save a chronological sort; thankfully, they
>allow
>>> other sort orders for users who prefer them.
>>>
>>> ⁣David T. ​
>>>
>>> On Jan 14, 2023, 4:15 PM, at 4:15 PM, John Layman <
>>> john.lay...@laymanandlayman.com> wrote:
>>> >I'm running 4.13 on Windows 10 and can tell you that sort order is
>>> >'sticky' only if you are sorting on one of the two occurrence
>columns.
>>> >It's a calendar-oriented feature, so I can't say I consider that an
>>> >oversight.
>>> >
>>> >-Original Message-
>>> >From: gnucash-user
>>> > On Behalf
>Of
>>> >David T. via gnucash-user
>>> >Sent: Saturday, January 14, 2023 1:44 AM
>>> >To: Gnucash Users 
>>> >Subject: [GNC] Scheduled Transactions Window Sorting
>>> >
>>> >Hello,
>>> >
>>> >Gnucash 4.13 Windows 10.
>>> >
>>> >As I reacquaint myself with scheduled transactions, I find myself
>>> >opening that window regularly. Each time I open the window,
>>> >transactions are listed in last created order. This despite my
>having
>>> >sorted the list alphabetically the previous time.
>>> >
>>> >My question is this: is there some material reason why the
>Scheduled
>>> >Transactions Window sort order isn't sticky (like most other
>windows in
>>> >GnuCash), or is this simply an oversight?
>>> >
>>> >⁣David T. ​
>>> >___
>>> >gnucash-user mailing list
>>> >gnucash-user@gnucash.org
>>> >To update your subscription preferences or to unsubscribe:
>>> >https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>>> >Please remember to CC this list on all your replies.
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>>
>>
>> --
>> David Carlson
>>
>
>
>-- 
>David Carlson
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Re: [GNC] Scheduled Transactions Window Sorting

[David Carlson]

Adrien M,

Are you able to sort transactions in the Since Last Run dialog as well as
in the Scheduled Transactions Editor?  Are they still sorted the same way
the next time that you open the Scheduled Transactions Editor?

I think there may be some confusion about when the stickiness arises.  I
think that it only arises in windows that are still open when the program
is shut down with Alt-F-Q, Ctrl-Q, and possibly clicking the upper right
red X in Windows or many Linux desktops.  I have no knowledge about Apples.

With that in mind, I think that it would be a nice enhancement if there
were a way to make the attributes of the current window such as sort order,
window positions and column widths 'stick' in the same way in the user
settings as they do now when the program is closed, but without actually
closing the program.  I think that this could be added in the right-click
menu for registers, possibly called Freeze Window Attributes.

On Sat, Jan 14, 2023 at 9:03 AM David Carlson 
wrote:

> David,
>
> I would wait for a reply from one of the more active developers.  I do
> agree with your sentiments.
>
> On Sat, Jan 14, 2023 at 8:32 AM David T. via gnucash-user <
> gnucash-user@gnucash.org> wrote:
>
>> Well, thanks for the confirmation.
>>
>> I disagree with the conclusion, though. Based on your reasoning,
>> registers should only save a chronological sort; thankfully, they allow
>> other sort orders for users who prefer them.
>>
>> ⁣David T. ​
>>
>> On Jan 14, 2023, 4:15 PM, at 4:15 PM, John Layman <
>> john.lay...@laymanandlayman.com> wrote:
>> >I'm running 4.13 on Windows 10 and can tell you that sort order is
>> >'sticky' only if you are sorting on one of the two occurrence columns.
>> >It's a calendar-oriented feature, so I can't say I consider that an
>> >oversight.
>> >
>> >-Original Message-
>> >From: gnucash-user
>> > On Behalf Of
>> >David T. via gnucash-user
>> >Sent: Saturday, January 14, 2023 1:44 AM
>> >To: Gnucash Users 
>> >Subject: [GNC] Scheduled Transactions Window Sorting
>> >
>> >Hello,
>> >
>> >Gnucash 4.13 Windows 10.
>> >
>> >As I reacquaint myself with scheduled transactions, I find myself
>> >opening that window regularly. Each time I open the window,
>> >transactions are listed in last created order. This despite my having
>> >sorted the list alphabetically the previous time.
>> >
>> >My question is this: is there some material reason why the Scheduled
>> >Transactions Window sort order isn't sticky (like most other windows in
>> >GnuCash), or is this simply an oversight?
>> >
>> >⁣David T. ​
>> >___
>> >gnucash-user mailing list
>> >gnucash-user@gnucash.org
>> >To update your subscription preferences or to unsubscribe:
>> >https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>>
>
>
> --
> David Carlson
>


-- 
David Carlson
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Re: [GNC] Scheduled Transactions Window Sorting

[John Layman]

I'm running 4.13 on Windows 10 and can tell you that sort order is 'sticky' 
only if you are sorting on one of the two occurrence columns. It's a 
calendar-oriented feature, so I can't say I consider that an oversight.

-Original Message-
From: gnucash-user  On 
Behalf Of David T. via gnucash-user
Sent: Saturday, January 14, 2023 1:44 AM
To: Gnucash Users 
Subject: [GNC] Scheduled Transactions Window Sorting

Hello, 

Gnucash 4.13 Windows 10.

As I reacquaint myself with scheduled transactions, I find myself opening that 
window regularly. Each time I open the window, transactions are listed in last 
created order. This despite my having sorted the list alphabetically the 
previous time. 

My question is this: is there some material reason why the Scheduled 
Transactions Window sort order isn't sticky (like most other windows in 
GnuCash), or is this simply an oversight?

⁣David T. ​
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Re: [GNC] Scheduled Transactions Window Sorting

[Adrien Monteleone]

I find it is sticky regardless of the column used for sorting. I've 
tested each one, close and reopened the tab, and also closed and 
reopened the app entirely.


4.13 on MacOS Monterey.

-
I wonder if this is related to the sticky sorting in register problem 
some others are seeing?


Are the same folks having sort issues in various places?

Regards,
Adrien

On 1/14/23 12:43 AM, David T. via gnucash-user wrote:

Gnucash 4.13 Windows 10.

As I reacquaint myself with scheduled transactions, I find myself opening that 
window regularly. Each time I open the window, transactions are listed in last 
created order. This despite my having sorted the list alphabetically the 
previous time.

My question is this: is there some material reason why the Scheduled 
Transactions Window sort order isn't sticky (like most other windows in 
GnuCash), or is this simply an oversight?


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Re: [GNC] Scheduled Transactions Window Sorting

[David Carlson]

David,

I would wait for a reply from one of the more active developers.  I do
agree with your sentiments.

On Sat, Jan 14, 2023 at 8:32 AM David T. via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Well, thanks for the confirmation.
>
> I disagree with the conclusion, though. Based on your reasoning, registers
> should only save a chronological sort; thankfully, they allow other sort
> orders for users who prefer them.
>
> ⁣David T. ​
>
> On Jan 14, 2023, 4:15 PM, at 4:15 PM, John Layman <
> john.lay...@laymanandlayman.com> wrote:
> >I'm running 4.13 on Windows 10 and can tell you that sort order is
> >'sticky' only if you are sorting on one of the two occurrence columns.
> >It's a calendar-oriented feature, so I can't say I consider that an
> >oversight.
> >
> >-Original Message-
> >From: gnucash-user
> > On Behalf Of
> >David T. via gnucash-user
> >Sent: Saturday, January 14, 2023 1:44 AM
> >To: Gnucash Users 
> >Subject: [GNC] Scheduled Transactions Window Sorting
> >
> >Hello,
> >
> >Gnucash 4.13 Windows 10.
> >
> >As I reacquaint myself with scheduled transactions, I find myself
> >opening that window regularly. Each time I open the window,
> >transactions are listed in last created order. This despite my having
> >sorted the list alphabetically the previous time.
> >
> >My question is this: is there some material reason why the Scheduled
> >Transactions Window sort order isn't sticky (like most other windows in
> >GnuCash), or is this simply an oversight?
> >
> >⁣David T. ​
> >___
> >gnucash-user mailing list
> >gnucash-user@gnucash.org
> >To update your subscription preferences or to unsubscribe:
> >https://lists.gnucash.org/mailman/listinfo/gnucash-user
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-- 
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Re: [GNC] Scheduled Transactions Window Sorting

[David T. via gnucash-user]

Well, thanks for the confirmation. 

I disagree with the conclusion, though. Based on your reasoning, registers 
should only save a chronological sort; thankfully, they allow other sort orders 
for users who prefer them. 

⁣David T. ​

On Jan 14, 2023, 4:15 PM, at 4:15 PM, John Layman 
 wrote:
>I'm running 4.13 on Windows 10 and can tell you that sort order is
>'sticky' only if you are sorting on one of the two occurrence columns.
>It's a calendar-oriented feature, so I can't say I consider that an
>oversight.
>
>-Original Message-
>From: gnucash-user
> On Behalf Of
>David T. via gnucash-user
>Sent: Saturday, January 14, 2023 1:44 AM
>To: Gnucash Users 
>Subject: [GNC] Scheduled Transactions Window Sorting
>
>Hello, 
>
>Gnucash 4.13 Windows 10.
>
>As I reacquaint myself with scheduled transactions, I find myself
>opening that window regularly. Each time I open the window,
>transactions are listed in last created order. This despite my having
>sorted the list alphabetically the previous time. 
>
>My question is this: is there some material reason why the Scheduled
>Transactions Window sort order isn't sticky (like most other windows in
>GnuCash), or is this simply an oversight?
>
>⁣David T. ​
>___
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[GNC] Scheduled Transactions Window Sorting

[David T. via gnucash-user]

Hello, 

Gnucash 4.13 Windows 10.

As I reacquaint myself with scheduled transactions, I find myself opening that 
window regularly. Each time I open the window, transactions are listed in last 
created order. This despite my having sorted the list alphabetically the 
previous time. 

My question is this: is there some material reason why the Scheduled 
Transactions Window sort order isn't sticky (like most other windows in 
GnuCash), or is this simply an oversight?

⁣David T. ​
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Re: [GNC] Scheduled Transactions Question

[Adrien Monteleone]

I seem to recall having done that once or twice too!

Regards,
Adrien

On 1/14/23 12:37 AM, David T. via gnucash-user wrote:

Thanks. I did a little testing, trying both your suggestion and Stan's. Both seemed to 
have the same result: I was only prompted once. I suspect that "formula-izing" 
the transaction doesn't materially change anything here.

In retrospect, I suspect user error in the first place. I now believe that I 
had created the test transaction without paying close enough attention to the 
start date-- and that GnuCash was creating multiple instances of the 
transaction (and therefore promoting for each).


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Re: [GNC] Scheduled Transactions Question

[David T. via gnucash-user]

Thanks. I did a little testing, trying both your suggestion and Stan's. Both 
seemed to have the same result: I was only prompted once. I suspect that 
"formula-izing" the transaction doesn't materially change anything here. 

In retrospect, I suspect user error in the first place. I now believe that I 
had created the test transaction without paying close enough attention to the 
start date-- and that GnuCash was creating multiple instances of the 
transaction (and therefore promoting for each).

⁣David T. ​

On Jan 14, 2023, 2:08 AM, at 2:08 AM, Adrien Monteleone 
 wrote:
>I had the same problem and I think I solved it by making all of the 
>variables part of a formula, so your transaction would look like:
>
>DB Checking TOTALAMT*1
>CR Asset TOTALAMT*1
>CR Income A TOTALAMT*1
>DB Income B TOTALAMT*1
>
>Regards,
>Adrien
>
>On 1/13/23 10:48 AM, David T. via gnucash-user wrote:
>> Hi,
>> 
>> Gnucash 4.13 Windows 10. Long time user.
>> 
>> I am trying out using a variable in a scheduled transaction for the 
>> first time, and it's not behaving the way I expect. I am creating a 
>> multi-entry transaction that transfers a single amount between two
>pairs 
>> of accounts. in other words:
>> 
>> DB Checking TOTALAMT
>> CR Asset TOTALAMT
>> CR Income A TOTALAMT
>> DB Income B TOTALAMT
>> 
>> [This is testing out how to create a transaction to track an IRA 
>> distribution]
>> 
>> I expect GnuCash to prompt me for the TOTALAMT figure once when the 
>> transaction is created, but GnuCash prompts me for *each* TOTALAMT
>entry 
>> in the transaction (i.e., four times). Is there a way to have just
>one 
>> request that gets assigned four times?
>
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Re: [GNC] Scheduled Transactions Question

[Adrien Monteleone]

I had the same problem and I think I solved it by making all of the 
variables part of a formula, so your transaction would look like:


DB Checking TOTALAMT*1
CR Asset TOTALAMT*1
CR Income A TOTALAMT*1
DB Income B TOTALAMT*1

Regards,
Adrien

On 1/13/23 10:48 AM, David T. via gnucash-user wrote:

Hi,

Gnucash 4.13 Windows 10. Long time user.

I am trying out using a variable in a scheduled transaction for the 
first time, and it's not behaving the way I expect. I am creating a 
multi-entry transaction that transfers a single amount between two pairs 
of accounts. in other words:


DB Checking TOTALAMT
CR Asset TOTALAMT
CR Income A TOTALAMT
DB Income B TOTALAMT

[This is testing out how to create a transaction to track an IRA 
distribution]


I expect GnuCash to prompt me for the TOTALAMT figure once when the 
transaction is created, but GnuCash prompts me for *each* TOTALAMT entry 
in the transaction (i.e., four times). Is there a way to have just one 
request that gets assigned four times?


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Re: [GNC] Scheduled Transactions Question

[Stan Brown (using GC 2.6.19)]

That may have been me. I'm running 2.6.19, and I could swear that I
tried a scheduled transaction over a year ago, and I got prompted
multiple times.

When I posted about that again a few days ago, I tried again and found
that I had misinterpreted what I was seeing on screen. In fact, GC was
simply putting up the one and only prompt again because after entering
the amount I clicked OK instead of using Tab to commit the amount.

David T,
After you enter the value of your variable, don't click OK but use Tab
or Enter to commit the amount, and you should get only the one prompt.
You may have to experiment a bit -- it may be that whether you use Tab
or Enter depends on which version of GC you're using.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com

On 2023-01-13 14:33, David Carlson wrote:
> I do recall this same issue came up in another thread and I thought there
> was already a solution mentioned,  but it is really difficult to search for
> it on a phone .
> 
> Perhaps someone else remembers where to find it?

>>> On Fri, Jan 13, 2023, 10:49 AM David T. via gnucash-user <
>>> gnucash-user@gnucash.org> wrote:
>>>
 Gnucash 4.13 Windows 10. Long time user.

 I am trying out using a variable in a scheduled transaction for the
 first time, and it's not behaving the way I expect. I am creating a
 multi-entry transaction that transfers a single amount between two pairs
 of accounts. in other words:

 DB Checking TOTALAMT
 CR Asset TOTALAMT
 CR Income A TOTALAMT
 DB Income B TOTALAMT

 [This is testing out how to create a transaction to track an IRA
 distribution]

 I expect GnuCash to prompt me for the TOTALAMT figure once when the
 transaction is created, but GnuCash prompts me for *each* TOTALAMT entry
 in the transaction (i.e., four times). Is there a way to have just one
 request that gets assigned four times?
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Re: [GNC] Scheduled Transactions Question

[David Carlson]

I do recall this same issue came up in another thread and I thought there
was already a solution mentioned,  but it is really difficult to search for
it on a phone .

Perhaps someone else remembers where to find it?

On Fri, Jan 13, 2023, 12:52 PM David Carlson 
wrote:

> Never mind, I can't read your whole message at once on my phone
>
> On Fri, Jan 13, 2023, 12:50 PM David Carlson 
> wrote:
>
>> David,
>>
>> Which version of GnuCash are you using?
>>
>> On Fri, Jan 13, 2023, 10:49 AM David T. via gnucash-user <
>> gnucash-user@gnucash.org> wrote:
>>
>>> Hi,
>>>
>>> Gnucash 4.13 Windows 10. Long time user.
>>>
>>> I am trying out using a variable in a scheduled transaction for the
>>> first time, and it's not behaving the way I expect. I am creating a
>>> multi-entry transaction that transfers a single amount between two pairs
>>> of accounts. in other words:
>>>
>>> DB Checking TOTALAMT
>>> CR Asset TOTALAMT
>>> CR Income A TOTALAMT
>>> DB Income B TOTALAMT
>>>
>>> [This is testing out how to create a transaction to track an IRA
>>> distribution]
>>>
>>> I expect GnuCash to prompt me for the TOTALAMT figure once when the
>>> transaction is created, but GnuCash prompts me for *each* TOTALAMT entry
>>> in the transaction (i.e., four times). Is there a way to have just one
>>> request that gets assigned four times?
>>>
>>> David T.
>>>
>>> ___
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>>
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Re: [GNC] Scheduled Transactions Question

[David Carlson]

Never mind, I can't read your whole message at once on my phone

On Fri, Jan 13, 2023, 12:50 PM David Carlson 
wrote:

> David,
>
> Which version of GnuCash are you using?
>
> On Fri, Jan 13, 2023, 10:49 AM David T. via gnucash-user <
> gnucash-user@gnucash.org> wrote:
>
>> Hi,
>>
>> Gnucash 4.13 Windows 10. Long time user.
>>
>> I am trying out using a variable in a scheduled transaction for the
>> first time, and it's not behaving the way I expect. I am creating a
>> multi-entry transaction that transfers a single amount between two pairs
>> of accounts. in other words:
>>
>> DB Checking TOTALAMT
>> CR Asset TOTALAMT
>> CR Income A TOTALAMT
>> DB Income B TOTALAMT
>>
>> [This is testing out how to create a transaction to track an IRA
>> distribution]
>>
>> I expect GnuCash to prompt me for the TOTALAMT figure once when the
>> transaction is created, but GnuCash prompts me for *each* TOTALAMT entry
>> in the transaction (i.e., four times). Is there a way to have just one
>> request that gets assigned four times?
>>
>> David T.
>>
>> ___
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>
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Re: [GNC] Scheduled Transactions Question

[David Carlson]

David,

Which version of GnuCash are you using?

On Fri, Jan 13, 2023, 10:49 AM David T. via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Hi,
>
> Gnucash 4.13 Windows 10. Long time user.
>
> I am trying out using a variable in a scheduled transaction for the
> first time, and it's not behaving the way I expect. I am creating a
> multi-entry transaction that transfers a single amount between two pairs
> of accounts. in other words:
>
> DB Checking TOTALAMT
> CR Asset TOTALAMT
> CR Income A TOTALAMT
> DB Income B TOTALAMT
>
> [This is testing out how to create a transaction to track an IRA
> distribution]
>
> I expect GnuCash to prompt me for the TOTALAMT figure once when the
> transaction is created, but GnuCash prompts me for *each* TOTALAMT entry
> in the transaction (i.e., four times). Is there a way to have just one
> request that gets assigned four times?
>
> David T.
>
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[GNC] Scheduled Transactions Question

[David T. via gnucash-user]

Hi,

Gnucash 4.13 Windows 10. Long time user.

I am trying out using a variable in a scheduled transaction for the 
first time, and it's not behaving the way I expect. I am creating a 
multi-entry transaction that transfers a single amount between two pairs 
of accounts. in other words:


DB Checking TOTALAMT
CR Asset TOTALAMT
CR Income A TOTALAMT
DB Income B TOTALAMT

[This is testing out how to create a transaction to track an IRA 
distribution]


I expect GnuCash to prompt me for the TOTALAMT figure once when the 
transaction is created, but GnuCash prompts me for *each* TOTALAMT entry 
in the transaction (i.e., four times). Is there a way to have just one 
request that gets assigned four times?


David T.

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Re: [GNC] Scheduled transactions

[John Layman]

I find variables to be extremely useful, and even use them in simple math
expressions.  There is, however, a UI quirk that might cause people to
assume they don't work.

In the simple case where the transaction includes a variable, let's say
'amt', the Since Last Run panel will prompt for the value by displaying the
variable name within parentheses, '(amt)'.  You supply the value by
double-clicking the prompt and typing the value.   The quirk is that you
must tab out of the field to conclude the entry.

-Original Message-
From: gnucash-user 
On Behalf Of David H
Sent: Wednesday, January 4, 2023 5:20 PM
To: Tommy Trussell 
Cc: gnucash-u...@lists.gnucash.org; adrien.montele...@lusfiber.net
Subject: Re: [GNC] Scheduled transactions

Tommy,

My workflow is somewhat different but I find it gives me a good handle on
upcoming transactions and account balances...

I just set up all of my scheduled transactions to Create automatically and
Notify me when created 60 days in advance. This gives me a pretty good idea
of what's coming up even over the next couple of months even for bills such
as utilities that haven't arrived yet.  When Gnucash starts it displays a
list of newly created scheduled transactions for me to check if I want to,
most times I just give it a quick scan and close the tab.

I also check the "Register >> Layout >> Future transactions after blank
transaction" checkbox ON (I usually sort on date order) so that I get a
blank transaction line between transactions up to today and the future
transactions which makes the future ones stand out.

When I get the actual utility bill, which can be up to 6 weeks before the
due date in some cases, I update the due date and amount details and take it
from there :-)

Yes, forget the variables, I've never managed to get them to work either by
duplicating and modifying an existing transaction or creating one from
scratch, so I found it wasn't worth persisting with at all !!!

Cheers David H.

ps I skimmed over the adding error and didn't notice it until I saw your
followup email :-)


On Thu, 5 Jan 2023 at 07:06, Tommy Trussell 
wrote:

> I enter scheduled transactions from the future all the time. For 
> example, when I receive a utility bill or a credit card that will 
> draft my bank account on the (future) draft date.
>
> The secret is to use the "Remind in advance" field in scheduled 
> transactions. For my bills, the statement might usually come on the 
> 15th of the month and draft on the 3rd day of the NEXT month. SO I 
> have my reminder ("remind in advance") come up about 15+3=19 days 
> before the draft date. It takes a few months to figure out about when the
bills are usually "in hand"
> (online or by mail) but I adjust them for the usual, and note the bill 
> dates in the name of the Scheduled Transaction. (For example: "Water
> bill/15 due/3").
>
> If an unusual situation (such as a February?) makes the bills 
> available a few days sooner than usual before the draft date, I can 
> either wait until the later date or temporarily increase the "remind in
advance" field.
>
> Obviously if the amount doesn't change, such as a mortgage payment, 
> you could use the "Create in advance" field, even months in advance, 
> maybe to help you monitor cash flow.
>
> When the Since Last Run dialog comes up, HERE is where you have a "pop-up"
> you were looking for. The status of each transaction will be listed 
> along with a little chevron to remind you the status can be changed. 
> Change the ones you want to enter now to "To Create." If somehow 
> you've gotten ahead of yourself (or behind the times), change the ones 
> you're not ready from "To Create" to "Reminder."
>
> I am tempted to add a tip about using variables, but I'll stop here.
>
> On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone < 
> adrien.montele...@lusfiber.net> wrote:
>
> > Is this just a one-off? I'd just enter the transaction. If it is 
> > complicated and you already have an instance in a register, duplicate
it.
> >
> > If it hasn't ever occurred, and you don't want to manually enter it, 
> > edit to run today, click Actions > Since Last Run to fire it off, 
> > then edit to revert to your future date.
> >
> > But no, there is no way I can see to otherwise execute it.
> >
> > Regards,
> > Adrien
> >
> > On 1/3/23 12:36 AM, Fred Tydeman wrote:
> > > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for 
> > > the
> > term:
> > > "scheduled transaction" and got no hits.
> > >
> > > My question is:  Is it possible to select a scheduled transaction 
> > > from
> > the
> > > future and have i

Re: [GNC] Scheduled transactions

[R Losey]

The biggest "variable" I need that I haven't been able to do is that I want
a check to "use the next check number" - I haven't been able to figure out
how to make that happen.

I assume that using "amt" (without quotes) for the amount stops things
because the amount should be numerical.


On Thu, Jan 5, 2023 at 7:48 AM Tommy Trussell 
wrote:

> When I use scheduled transactions, I always tell it to let me review all
> the created transactions. This is useful because, as you surmise, it
> generates the transactions on the dates as scheduled, even if I create them
> in advance.
>
> So, if the Since Last Run druid is prompting me to write a check or enter
> an online payment, I adjust the generated transaction in the register to
> reflect the actual date. (If I type a T it will supply Today's date, or if
> I repeatedly type + or - it will increment or decrement the date by a day
> at a time.)
>
> If I'm entering a transaction like a utility bill, I might adjust the
> exact date as described on the actual bill (these things often vary based
> on weekends, bank holidays, etc.).
>
> Note each scheduled transaction can also respect weekends by automatically
> adjusting its date before or after.
>
> Since I bought it up, I will delve into variables...
>
> I can use variables to automatically insert transaction amounts, but they
> require some experimentation and patience. For example, if I have the text
> "amt" (without the quotes) instead of exact currency amounts in the
> scheduled transaction, the Since Last Run druid will not complete until I
> supply the amount for the "amt" variable. I must type the amt amount AND
> press the Enter key for it to register properly.
>
> But I can enter more complicated formula variables (such as "amt*1.09") in
> the numerical fields of the transaction so the druid can calculate tax and
> other variable amounts.
>
> (ASIDE: I can use similar textual math, without variables, when I'm
> entering transactions in a register, so I find it useful there as well as
> when composing scheduled transactions. For example, when I'm keying in my
> gasoline receipts, I use the register to calculate my miles per gallon and
> enter that amount along with the odometer reading in the transaction memo.)
>
> The scheduled transaction system was designed to allow continually
> variable amounts like mortgages, but it's not possible in practice to
> exactly match the bank, so the "to the penny" agreement with your
> principal, interest, escrow, etc. has to happen by reconciling to your
> bank's monthly, quarterly, or annual statements. When I have a mortgage, I
> don't bother generating the mortgage calculation. I use fixed amounts and
> adjust them regularly. This topic has been discussed numerous times over
> the years on the GnuCash-User list.
>
>
> On January 4, 2023 10:40:03 PM CST, R Losey  wrote:
>>
>> Thanks... this may be useful... I hadn't tried that approach.
>>
>> I don't usually have things go too far in advance, but I may try it.
>>
>> I needed this ability recently... I support a charity each year around 01
>> Jan... but they had a sponsor matching for 3 times the amount that ended 31
>> Dec, so I needed to enter it early. I didn't think about changing the
>> "Notify" time, but I instead entered it manually, and then went to the
>> Editor and told it to "Skip" the usual entry.
>>
>> When you tell it to "Create" the transaction, does it enter today's date
>> or the date in the editor? If the latter, you'd have to adjust it manually,
>> right?
>>
>>
>>
>> On Wed, Jan 4, 2023 at 3:06 PM Tommy Trussell 
>> wrote:
>>
>>> I enter scheduled transactions from the future all the time. For example,
>>> when I receive a utility bill or a credit card that will draft my bank
>>> account on the (future) draft date.
>>>
>>> The secret is to use the "Remind in advance" field in scheduled
>>> transactions. For my bills, the statement might usually come on the 15th
>>> of
>>> the month and draft on the 3rd day of the NEXT month. SO I have my
>>> reminder
>>> ("remind in advance") come up about 15+3=19 days before the draft date.
>>> It
>>> takes a few months to figure out about when the bills are usually "in
>>> hand"
>>> (online or by mail) but I adjust them for the usual, and note the bill
>>> dates in the name of the Scheduled Transaction. (For example: "Water
>>> bill/15 due/3").
>>>
>>> If an unusual situation (such as a February?) makes the bills available a
>>> few days sooner than usual before the draft date, I can either wait until
>>> the later date or temporarily increase the "remind in advance" field.
>>>
>>> Obviously if the amount doesn't change, such as a mortgage payment, you
>>> could use the "Create in advance" field, even months in advance, maybe to
>>> help you monitor cash flow.
>>>
>>> When the Since Last Run dialog comes up, HERE is where you have a
>>> "pop-up"
>>> you were looking for. The status of each transaction will be listed along
>>> with a little chevron to remind you 

Re: [GNC] Scheduled transactions

[Tommy Trussell]

When I use scheduled transactions, I always tell it to let me review all the 
created transactions. This is useful because, as you surmise, it generates the 
transactions on the dates as scheduled, even if I create them in advance. 

So, if the Since Last Run druid is prompting me to write a check or enter an 
online payment, I adjust the generated transaction in the register to reflect 
the actual date. (If I type a T it will supply Today's date, or if I repeatedly 
type + or - it will increment or decrement the date by a day at a time.) 

If I'm entering a transaction like a utility bill, I might adjust the exact 
date as described on the actual bill (these things often vary based on 
weekends, bank holidays, etc.). 

Note each scheduled transaction can also respect weekends by automatically 
adjusting its date before or after. 

Since I bought it up, I will delve into variables...

I can use variables to automatically insert transaction amounts, but they 
require some experimentation and patience. For example, if I have the text 
"amt" (without the quotes) instead of exact currency amounts in the scheduled 
transaction, the Since Last Run druid will not complete until I supply the 
amount for the "amt" variable. I must type the amt amount AND press the Enter 
key for it to register properly. 

But I can enter more complicated formula variables (such as "amt*1.09") in the 
numerical fields of the transaction so the druid can calculate tax and other 
variable amounts. 

(ASIDE: I can use similar textual math, without variables, when I'm entering 
transactions in a register, so I find it useful there as well as when composing 
scheduled transactions. For example, when I'm keying in my gasoline receipts, I 
use the register to calculate my miles per gallon and enter that amount along 
with the odometer reading in the transaction memo.)

The scheduled transaction system was designed to allow continually variable 
amounts like mortgages, but it's not possible in practice to exactly match the 
bank, so the "to the penny" agreement with your principal, interest, escrow, 
etc. has to happen by reconciling to your bank's monthly, quarterly, or annual 
statements. When I have a mortgage, I don't bother generating the mortgage 
calculation. I use fixed amounts and adjust them regularly. This topic has been 
discussed numerous times over the years on the GnuCash-User list.


On January 4, 2023 10:40:03 PM CST, R Losey  wrote:
>Thanks... this may be useful... I hadn't tried that approach.
>
>I don't usually have things go too far in advance, but I may try it.
>
>I needed this ability recently... I support a charity each year around 01
>Jan... but they had a sponsor matching for 3 times the amount that ended 31
>Dec, so I needed to enter it early. I didn't think about changing the
>"Notify" time, but I instead entered it manually, and then went to the
>Editor and told it to "Skip" the usual entry.
>
>When you tell it to "Create" the transaction, does it enter today's date or
>the date in the editor? If the latter, you'd have to adjust it manually,
>right?
>
>
>
>On Wed, Jan 4, 2023 at 3:06 PM Tommy Trussell 
>wrote:
>
>> I enter scheduled transactions from the future all the time. For example,
>> when I receive a utility bill or a credit card that will draft my bank
>> account on the (future) draft date.
>>
>> The secret is to use the "Remind in advance" field in scheduled
>> transactions. For my bills, the statement might usually come on the 15th of
>> the month and draft on the 3rd day of the NEXT month. SO I have my reminder
>> ("remind in advance") come up about 15+3=19 days before the draft date. It
>> takes a few months to figure out about when the bills are usually "in hand"
>> (online or by mail) but I adjust them for the usual, and note the bill
>> dates in the name of the Scheduled Transaction. (For example: "Water
>> bill/15 due/3").
>>
>> If an unusual situation (such as a February?) makes the bills available a
>> few days sooner than usual before the draft date, I can either wait until
>> the later date or temporarily increase the "remind in advance" field.
>>
>> Obviously if the amount doesn't change, such as a mortgage payment, you
>> could use the "Create in advance" field, even months in advance, maybe to
>> help you monitor cash flow.
>>
>> When the Since Last Run dialog comes up, HERE is where you have a "pop-up"
>> you were looking for. The status of each transaction will be listed along
>> with a little chevron to remind you the status can be changed. Change the
>> ones you want to enter now to "To Create." If somehow you've gotten ahead
>> of yourself (or behind the times), change the ones you're not ready from
>> "To Create" to "Reminder."
>>
>> I am tempted to add a tip about using variables, but I'll stop here.
>>
>> On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
>> adrien.montele...@lusfiber.net> wrote:
>>
>> > Is this just a one-off? I'd just enter the transaction. If it is
>> > 

Re: [GNC] Scheduled transactions

[R Losey]

Thanks... this may be useful... I hadn't tried that approach.

I don't usually have things go too far in advance, but I may try it.

I needed this ability recently... I support a charity each year around 01
Jan... but they had a sponsor matching for 3 times the amount that ended 31
Dec, so I needed to enter it early. I didn't think about changing the
"Notify" time, but I instead entered it manually, and then went to the
Editor and told it to "Skip" the usual entry.

When you tell it to "Create" the transaction, does it enter today's date or
the date in the editor? If the latter, you'd have to adjust it manually,
right?



On Wed, Jan 4, 2023 at 3:06 PM Tommy Trussell 
wrote:

> I enter scheduled transactions from the future all the time. For example,
> when I receive a utility bill or a credit card that will draft my bank
> account on the (future) draft date.
>
> The secret is to use the "Remind in advance" field in scheduled
> transactions. For my bills, the statement might usually come on the 15th of
> the month and draft on the 3rd day of the NEXT month. SO I have my reminder
> ("remind in advance") come up about 15+3=19 days before the draft date. It
> takes a few months to figure out about when the bills are usually "in hand"
> (online or by mail) but I adjust them for the usual, and note the bill
> dates in the name of the Scheduled Transaction. (For example: "Water
> bill/15 due/3").
>
> If an unusual situation (such as a February?) makes the bills available a
> few days sooner than usual before the draft date, I can either wait until
> the later date or temporarily increase the "remind in advance" field.
>
> Obviously if the amount doesn't change, such as a mortgage payment, you
> could use the "Create in advance" field, even months in advance, maybe to
> help you monitor cash flow.
>
> When the Since Last Run dialog comes up, HERE is where you have a "pop-up"
> you were looking for. The status of each transaction will be listed along
> with a little chevron to remind you the status can be changed. Change the
> ones you want to enter now to "To Create." If somehow you've gotten ahead
> of yourself (or behind the times), change the ones you're not ready from
> "To Create" to "Reminder."
>
> I am tempted to add a tip about using variables, but I'll stop here.
>
> On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
> > Is this just a one-off? I'd just enter the transaction. If it is
> > complicated and you already have an instance in a register, duplicate it.
> >
> > If it hasn't ever occurred, and you don't want to manually enter it,
> > edit to run today, click Actions > Since Last Run to fire it off, then
> > edit to revert to your future date.
> >
> > But no, there is no way I can see to otherwise execute it.
> >
> > Regards,
> > Adrien
> >
> > On 1/3/23 12:36 AM, Fred Tydeman wrote:
> > > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the
> > term:
> > > "scheduled transaction" and got no hits.
> > >
> > > My question is:  Is it possible to select a scheduled transaction from
> > the
> > > future and have it be done now?  I was hoping I could click on the
> > calendar
> > > entry and get a popup offering choices:  Skip, Run now, Edit, ...
> >
> > ___
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > -
> > 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
> -
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>


-- 
_
Richard Losey
rlo...@gmail.com
Micah 6:8
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Re: [GNC] Scheduled transactions

[David H]

Tommy,

My workflow is somewhat different but I find it gives me a good handle on
upcoming transactions and account balances...

I just set up all of my scheduled transactions to Create automatically and
Notify me when created 60 days in advance. This gives me a pretty good idea
of what's coming up even over the next couple of months even for bills such
as utilities that haven't arrived yet.  When Gnucash starts it displays a
list of newly created scheduled transactions for me to check if I want to,
most times I just give it a quick scan and close the tab.

I also check the "Register >> Layout >> Future transactions after blank
transaction" checkbox ON (I usually sort on date order) so that I get a
blank transaction line between transactions up to today and the future
transactions which makes the future ones stand out.

When I get the actual utility bill, which can be up to 6 weeks before the
due date in some cases, I update the due date and amount details and take
it from there :-)

Yes, forget the variables, I've never managed to get them to work either by
duplicating and modifying an existing transaction or creating one from
scratch, so I found it wasn't worth persisting with at all !!!

Cheers David H.

ps I skimmed over the adding error and didn't notice it until I saw your
followup email :-)


On Thu, 5 Jan 2023 at 07:06, Tommy Trussell 
wrote:

> I enter scheduled transactions from the future all the time. For example,
> when I receive a utility bill or a credit card that will draft my bank
> account on the (future) draft date.
>
> The secret is to use the "Remind in advance" field in scheduled
> transactions. For my bills, the statement might usually come on the 15th of
> the month and draft on the 3rd day of the NEXT month. SO I have my reminder
> ("remind in advance") come up about 15+3=19 days before the draft date. It
> takes a few months to figure out about when the bills are usually "in hand"
> (online or by mail) but I adjust them for the usual, and note the bill
> dates in the name of the Scheduled Transaction. (For example: "Water
> bill/15 due/3").
>
> If an unusual situation (such as a February?) makes the bills available a
> few days sooner than usual before the draft date, I can either wait until
> the later date or temporarily increase the "remind in advance" field.
>
> Obviously if the amount doesn't change, such as a mortgage payment, you
> could use the "Create in advance" field, even months in advance, maybe to
> help you monitor cash flow.
>
> When the Since Last Run dialog comes up, HERE is where you have a "pop-up"
> you were looking for. The status of each transaction will be listed along
> with a little chevron to remind you the status can be changed. Change the
> ones you want to enter now to "To Create." If somehow you've gotten ahead
> of yourself (or behind the times), change the ones you're not ready from
> "To Create" to "Reminder."
>
> I am tempted to add a tip about using variables, but I'll stop here.
>
> On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
> > Is this just a one-off? I'd just enter the transaction. If it is
> > complicated and you already have an instance in a register, duplicate it.
> >
> > If it hasn't ever occurred, and you don't want to manually enter it,
> > edit to run today, click Actions > Since Last Run to fire it off, then
> > edit to revert to your future date.
> >
> > But no, there is no way I can see to otherwise execute it.
> >
> > Regards,
> > Adrien
> >
> > On 1/3/23 12:36 AM, Fred Tydeman wrote:
> > > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the
> > term:
> > > "scheduled transaction" and got no hits.
> > >
> > > My question is:  Is it possible to select a scheduled transaction from
> > the
> > > future and have it be done now?  I was hoping I could click on the
> > calendar
> > > entry and get a popup offering choices:  Skip, Run now, Edit, ...
> >
> > ___
> > gnucash-user mailing list
> > gnucash-user@gnucash.org
> > To update your subscription preferences or to unsubscribe:
> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
> > -
> > 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
> -
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
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Re: [GNC] Scheduled transactions

[David Carlson]

I thought that you put that there to see if anyone was  reading!!  You
outlined a very comprehensive procedure to effectively utilize the somewhat
awkward UI of the Since Last Run Druid.

On Wed, Jan 4, 2023 at 3:11 PM Tommy Trussell 
wrote:

> > 15+3=19 days
> oops
> 18 days for those who can add.
>
> On Wed, Jan 4, 2023 at 3:05 PM Tommy Trussell 
> wrote:
>
> > I enter scheduled transactions from the future all the time. For example,
> > when I receive a utility bill or a credit card that will draft my bank
> > account on the (future) draft date.
> >
> > The secret is to use the "Remind in advance" field in scheduled
> > transactions. For my bills, the statement might usually come on the 15th
> of
> > the month and draft on the 3rd day of the NEXT month. SO I have my
> reminder
> > ("remind in advance") come up about 15+3=19 days before the draft date.
> It
> > takes a few months to figure out about when the bills are usually "in
> hand"
> > (online or by mail) but I adjust them for the usual, and note the bill
> > dates in the name of the Scheduled Transaction. (For example: "Water
> > bill/15 due/3").
> >
> > If an unusual situation (such as a February?) makes the bills available a
> > few days sooner than usual before the draft date, I can either wait until
> > the later date or temporarily increase the "remind in advance" field.
> >
> > Obviously if the amount doesn't change, such as a mortgage payment, you
> > could use the "Create in advance" field, even months in advance, maybe to
> > help you monitor cash flow.
> >
> > When the Since Last Run dialog comes up, HERE is where you have a
> "pop-up"
> > you were looking for. The status of each transaction will be listed along
> > with a little chevron to remind you the status can be changed. Change the
> > ones you want to enter now to "To Create." If somehow you've gotten ahead
> > of yourself (or behind the times), change the ones you're not ready from
> > "To Create" to "Reminder."
> >
> > I am tempted to add a tip about using variables, but I'll stop here.
> >
> > On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
> > adrien.montele...@lusfiber.net> wrote:
> >
> >> Is this just a one-off? I'd just enter the transaction. If it is
> >> complicated and you already have an instance in a register, duplicate
> it.
> >>
> >> If it hasn't ever occurred, and you don't want to manually enter it,
> >> edit to run today, click Actions > Since Last Run to fire it off, then
> >> edit to revert to your future date.
> >>
> >> But no, there is no way I can see to otherwise execute it.
> >>
> >> Regards,
> >> Adrien
> >>
> >> On 1/3/23 12:36 AM, Fred Tydeman wrote:
> >> > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the
> >> term:
> >> > "scheduled transaction" and got no hits.
> >> >
> >> > My question is:  Is it possible to select a scheduled transaction from
> >> the
> >> > future and have it be done now?  I was hoping I could click on the
> >> calendar
> >> > entry and get a popup offering choices:  Skip, Run now, Edit, ...
> >>
> >> ___
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Re: [GNC] Scheduled transactions

[Tommy Trussell]

> 15+3=19 days
oops
18 days for those who can add.

On Wed, Jan 4, 2023 at 3:05 PM Tommy Trussell 
wrote:

> I enter scheduled transactions from the future all the time. For example,
> when I receive a utility bill or a credit card that will draft my bank
> account on the (future) draft date.
>
> The secret is to use the "Remind in advance" field in scheduled
> transactions. For my bills, the statement might usually come on the 15th of
> the month and draft on the 3rd day of the NEXT month. SO I have my reminder
> ("remind in advance") come up about 15+3=19 days before the draft date. It
> takes a few months to figure out about when the bills are usually "in hand"
> (online or by mail) but I adjust them for the usual, and note the bill
> dates in the name of the Scheduled Transaction. (For example: "Water
> bill/15 due/3").
>
> If an unusual situation (such as a February?) makes the bills available a
> few days sooner than usual before the draft date, I can either wait until
> the later date or temporarily increase the "remind in advance" field.
>
> Obviously if the amount doesn't change, such as a mortgage payment, you
> could use the "Create in advance" field, even months in advance, maybe to
> help you monitor cash flow.
>
> When the Since Last Run dialog comes up, HERE is where you have a "pop-up"
> you were looking for. The status of each transaction will be listed along
> with a little chevron to remind you the status can be changed. Change the
> ones you want to enter now to "To Create." If somehow you've gotten ahead
> of yourself (or behind the times), change the ones you're not ready from
> "To Create" to "Reminder."
>
> I am tempted to add a tip about using variables, but I'll stop here.
>
> On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
>> Is this just a one-off? I'd just enter the transaction. If it is
>> complicated and you already have an instance in a register, duplicate it.
>>
>> If it hasn't ever occurred, and you don't want to manually enter it,
>> edit to run today, click Actions > Since Last Run to fire it off, then
>> edit to revert to your future date.
>>
>> But no, there is no way I can see to otherwise execute it.
>>
>> Regards,
>> Adrien
>>
>> On 1/3/23 12:36 AM, Fred Tydeman wrote:
>> > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the
>> term:
>> > "scheduled transaction" and got no hits.
>> >
>> > My question is:  Is it possible to select a scheduled transaction from
>> the
>> > future and have it be done now?  I was hoping I could click on the
>> calendar
>> > entry and get a popup offering choices:  Skip, Run now, Edit, ...
>>
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Re: [GNC] Scheduled transactions

[Tommy Trussell]

I enter scheduled transactions from the future all the time. For example,
when I receive a utility bill or a credit card that will draft my bank
account on the (future) draft date.

The secret is to use the "Remind in advance" field in scheduled
transactions. For my bills, the statement might usually come on the 15th of
the month and draft on the 3rd day of the NEXT month. SO I have my reminder
("remind in advance") come up about 15+3=19 days before the draft date. It
takes a few months to figure out about when the bills are usually "in hand"
(online or by mail) but I adjust them for the usual, and note the bill
dates in the name of the Scheduled Transaction. (For example: "Water
bill/15 due/3").

If an unusual situation (such as a February?) makes the bills available a
few days sooner than usual before the draft date, I can either wait until
the later date or temporarily increase the "remind in advance" field.

Obviously if the amount doesn't change, such as a mortgage payment, you
could use the "Create in advance" field, even months in advance, maybe to
help you monitor cash flow.

When the Since Last Run dialog comes up, HERE is where you have a "pop-up"
you were looking for. The status of each transaction will be listed along
with a little chevron to remind you the status can be changed. Change the
ones you want to enter now to "To Create." If somehow you've gotten ahead
of yourself (or behind the times), change the ones you're not ready from
"To Create" to "Reminder."

I am tempted to add a tip about using variables, but I'll stop here.

On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> Is this just a one-off? I'd just enter the transaction. If it is
> complicated and you already have an instance in a register, duplicate it.
>
> If it hasn't ever occurred, and you don't want to manually enter it,
> edit to run today, click Actions > Since Last Run to fire it off, then
> edit to revert to your future date.
>
> But no, there is no way I can see to otherwise execute it.
>
> Regards,
> Adrien
>
> On 1/3/23 12:36 AM, Fred Tydeman wrote:
> > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the
> term:
> > "scheduled transaction" and got no hits.
> >
> > My question is:  Is it possible to select a scheduled transaction from
> the
> > future and have it be done now?  I was hoping I could click on the
> calendar
> > entry and get a popup offering choices:  Skip, Run now, Edit, ...
>
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Re: [GNC] Scheduled transactions

[Adrien Monteleone]

Is this just a one-off? I'd just enter the transaction. If it is 
complicated and you already have an instance in a register, duplicate it.


If it hasn't ever occurred, and you don't want to manually enter it, 
edit to run today, click Actions > Since Last Run to fire it off, then 
edit to revert to your future date.


But no, there is no way I can see to otherwise execute it.

Regards,
Adrien

On 1/3/23 12:36 AM, Fred Tydeman wrote:

I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the term:
"scheduled transaction" and got no hits.

My question is:  Is it possible to select a scheduled transaction from the
future and have it be done now?  I was hoping I could click on the calendar
entry and get a popup offering choices:  Skip, Run now, Edit, ...


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[GNC] Scheduled transactions

[Fred Tydeman]

I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the term:
"scheduled transaction" and got no hits.

My question is:  Is it possible to select a scheduled transaction from the
future and have it be done now?  I was hoping I could click on the calendar
entry and get a popup offering choices:  Skip, Run now, Edit, ...
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Glenn Fowler]

Just confirming the nightly works as expected! Upon opening, the scheduled
transactions were already there with no user interaction. (bonus: also
noticed the links to the various paths in Help > About)

On Fri, Aug 12, 2022 at 4:44 PM Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> Yet another example of how awesome the GnuCash team is. Thanks John!
>
> Regards,
> Adrien
>
> On 8/12/22 3:11 PM, John Ralls wrote:
> > That was it: The registers weren't refreshed unless the SLR dialog runs
> and the user clicks OK. I've pushed a fix that will be in tomorrow's
> nightlies (https://code.gnucash.org/builds/win32/maint and
> https://code.gnucash.org/builds/flatpak.maint).
> >
> > Regards,
> > John Ralls
>
>
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Tom Veik]

Thanks John!  Installed the nightly this morning and did some simple 
testing.  Seems to be working now.


Tom

On 8/12/2022 3:11 PM, John Ralls wrote:

That was it: The registers weren't refreshed unless the SLR dialog runs and the 
user clicks OK. I've pushed a fix that will be in tomorrow's nightlies 
(https://code.gnucash.org/builds/win32/maint and 
https://code.gnucash.org/builds/flatpak.maint).

Regards,
John Ralls


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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Glenn Fowler]

Thank you John Ralls for figuring this out! I'll be sure to test the
nightly and report back.

On Fri, Aug 12, 2022 at 4:11 PM John Ralls  wrote:

> That was it: The registers weren't refreshed unless the SLR dialog runs
> and the user clicks OK. I've pushed a fix that will be in tomorrow's
> nightlies (https://code.gnucash.org/builds/win32/maint and
> https://code.gnucash.org/builds/flatpak.maint).
>
> Regards,
> John Ralls
>
>
> > On Aug 12, 2022, at 8:48 AM, john  wrote:
> >
> > That's just the noise from GnuCash not finding perl when deciding
> whether it should enable online quote retrieval.
> >
> > I have a new hypothesis that I wrote up on bug 794584: That line in the
> SLR code only runs in the dialog's OK handler, and if you have only
> automatic-creation SXes that don't require human intervention that
> particular bit of code doesn't run. I haven't yet looked for the code that
> does run in that case, but I asked there if changing any of the SXes to
> "notify" so that that code does run causes the registers to refresh on
> their own.
> >
> > Regards,
> > John Ralls
> >
> >
> >> On Aug 11, 2022, at 8:02 PM, Tom Veik  wrote:
> >>
> >> The last time this occurred would be the first run on the 10th. Here is
> the contents of the trace file with the earliest time on that date:
> >>
> >> * 07:53:46  WARN  [gnc_spawn_process_async()] Could not
> spawn perl: Failed to execute child process (No such file or directory)
> >> * 07:53:46 ERROR <> gnc_process_get_fd: assertion 'proc' failed
> >> * 07:53:46 ERROR <> gnc_detach_process: assertion 'proc && proc->pid'
> failed
> >>
> >> Tom
> >>
> >> On 8/11/2022 8:05 PM, John Ralls wrote:
> >>> I'd go with bug: It's supposed to refresh all of the registers, see
> https://github.com/Gnucash/gnucash/blob/41de4cefce621c214c0d6f6ff1c5ca05df8fd917/gnucash/gnome/dialog-sx-since-last-run.c#L1168
> >>>
> >>> You may find in your trace file one or more error messages "suspend
> counter not zero" from gnc_gui_refresh_all on a session where the SLR ran.
> That would indicate that something else that's wrapping the SLR invocation
> has also blocked gui refreshes. If that message isn't there then there's
> something going wrong in gnc_gui_refresh_internal.
> >>>
> >>> Regards,
> >>> John Ralls
> >>>
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Adrien Monteleone]

Yet another example of how awesome the GnuCash team is. Thanks John!

Regards,
Adrien

On 8/12/22 3:11 PM, John Ralls wrote:

That was it: The registers weren't refreshed unless the SLR dialog runs and the 
user clicks OK. I've pushed a fix that will be in tomorrow's nightlies 
(https://code.gnucash.org/builds/win32/maint and 
https://code.gnucash.org/builds/flatpak.maint).

Regards,
John Ralls



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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[John Ralls]

That was it: The registers weren't refreshed unless the SLR dialog runs and the 
user clicks OK. I've pushed a fix that will be in tomorrow's nightlies 
(https://code.gnucash.org/builds/win32/maint and 
https://code.gnucash.org/builds/flatpak.maint).

Regards,
John Ralls


> On Aug 12, 2022, at 8:48 AM, john  wrote:
> 
> That's just the noise from GnuCash not finding perl when deciding whether it 
> should enable online quote retrieval.
> 
> I have a new hypothesis that I wrote up on bug 794584: That line in the SLR 
> code only runs in the dialog's OK handler, and if you have only 
> automatic-creation SXes that don't require human intervention that particular 
> bit of code doesn't run. I haven't yet looked for the code that does run in 
> that case, but I asked there if changing any of the SXes to "notify" so that 
> that code does run causes the registers to refresh on their own.
> 
> Regards,
> John Ralls
> 
> 
>> On Aug 11, 2022, at 8:02 PM, Tom Veik  wrote:
>> 
>> The last time this occurred would be the first run on the 10th. Here is the 
>> contents of the trace file with the earliest time on that date:
>> 
>> * 07:53:46  WARN  [gnc_spawn_process_async()] Could not spawn 
>> perl: Failed to execute child process (No such file or directory)
>> * 07:53:46 ERROR <> gnc_process_get_fd: assertion 'proc' failed
>> * 07:53:46 ERROR <> gnc_detach_process: assertion 'proc && proc->pid' failed
>> 
>> Tom
>> 
>> On 8/11/2022 8:05 PM, John Ralls wrote:
>>> I'd go with bug: It's supposed to refresh all of the registers, see 
>>> https://github.com/Gnucash/gnucash/blob/41de4cefce621c214c0d6f6ff1c5ca05df8fd917/gnucash/gnome/dialog-sx-since-last-run.c#L1168
>>> 
>>> You may find in your trace file one or more error messages "suspend counter 
>>> not zero" from gnc_gui_refresh_all on a session where the SLR ran. That 
>>> would indicate that something else that's wrapping the SLR invocation has 
>>> also blocked gui refreshes. If that message isn't there then there's 
>>> something going wrong in gnc_gui_refresh_internal.
>>> 
>>> Regards,
>>> John Ralls
>>> 
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[john]

That's just the noise from GnuCash not finding perl when deciding whether it 
should enable online quote retrieval.

I have a new hypothesis that I wrote up on bug 794584: That line in the SLR 
code only runs in the dialog's OK handler, and if you have only 
automatic-creation SXes that don't require human intervention that particular 
bit of code doesn't run. I haven't yet looked for the code that does run in 
that case, but I asked there if changing any of the SXes to "notify" so that 
that code does run causes the registers to refresh on their own.

Regards,
John Ralls


> On Aug 11, 2022, at 8:02 PM, Tom Veik  wrote:
> 
> The last time this occurred would be the first run on the 10th. Here is the 
> contents of the trace file with the earliest time on that date:
> 
> * 07:53:46  WARN  [gnc_spawn_process_async()] Could not spawn 
> perl: Failed to execute child process (No such file or directory)
> * 07:53:46 ERROR <> gnc_process_get_fd: assertion 'proc' failed
> * 07:53:46 ERROR <> gnc_detach_process: assertion 'proc && proc->pid' failed
> 
> Tom
> 
> On 8/11/2022 8:05 PM, John Ralls wrote:
>> I'd go with bug: It's supposed to refresh all of the registers, see 
>> https://github.com/Gnucash/gnucash/blob/41de4cefce621c214c0d6f6ff1c5ca05df8fd917/gnucash/gnome/dialog-sx-since-last-run.c#L1168
>> 
>> You may find in your trace file one or more error messages "suspend counter 
>> not zero" from gnc_gui_refresh_all on a session where the SLR ran. That 
>> would indicate that something else that's wrapping the SLR invocation has 
>> also blocked gui refreshes. If that message isn't there then there's 
>> something going wrong in gnc_gui_refresh_internal.
>> 
>> Regards,
>> John Ralls
>> 
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Tom Veik]

The last time this occurred would be the first run on the 10th. Here is 
the contents of the trace file with the earliest time on that date:


* 07:53:46  WARN  [gnc_spawn_process_async()] Could not spawn 
perl: Failed to execute child process (No such file or directory)

* 07:53:46 ERROR <> gnc_process_get_fd: assertion 'proc' failed
* 07:53:46 ERROR <> gnc_detach_process: assertion 'proc && proc->pid' failed

Tom

On 8/11/2022 8:05 PM, John Ralls wrote:

I'd go with bug: It's supposed to refresh all of the registers, see 
https://github.com/Gnucash/gnucash/blob/41de4cefce621c214c0d6f6ff1c5ca05df8fd917/gnucash/gnome/dialog-sx-since-last-run.c#L1168

You may find in your trace file one or more error messages "suspend counter not 
zero" from gnc_gui_refresh_all on a session where the SLR ran. That would indicate 
that something else that's wrapping the SLR invocation has also blocked gui refreshes. If 
that message isn't there then there's something going wrong in gnc_gui_refresh_internal.

Regards,
John Ralls


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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Glenn Fowler]

Ok it looks like there are 2 open tickets already:

https://bugs.gnucash.org/show_bug.cgi?id=794584

https://bugs.gnucash.org/show_bug.cgi?id=796948

It doesn't look like they are getting any traction...

On Thu, Aug 11, 2022 at 9:05 PM John Ralls  wrote:

> I'd go with bug: It's supposed to refresh all of the registers, see
> https://github.com/Gnucash/gnucash/blob/41de4cefce621c214c0d6f6ff1c5ca05df8fd917/gnucash/gnome/dialog-sx-since-last-run.c#L1168
>
> You may find in your trace file one or more error messages "suspend
> counter not zero" from gnc_gui_refresh_all on a session where the SLR ran.
> That would indicate that something else that's wrapping the SLR invocation
> has also blocked gui refreshes. If that message isn't there then there's
> something going wrong in gnc_gui_refresh_internal.
>
> Regards,
> John Ralls
>
>
> > On Aug 11, 2022, at 1:20 PM, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
> >
> > I thought one was already opened. (but I admit I didn't search for it)
> >
> > If I recall correctly, it has to do with refreshing the register view.
> >
> > This seems to happen with registers that are left open at the last close
> and which re-open before the Since Last Run dialog fires.
> >
> > Though hitting [Enter] works to refresh, so does closing and opening the
> affected registers, as does View > Refresh. (CMD/CTRL+R)
> >
> > Other not so great options would be to close registers you have SX for
> each time you close GnuCash; (you'll end up opening them after the SX
> fires) or don't close GnuCash at all and just get in the habit of
> refreshing; (of course, then you also have to get in the habit of manually
> firing Since Last Run) or, go back to the previous SX settings which didn't
> cause this.
> >
> > As the function to refresh a register/report exists, I'm betting this
> falls more under 'enhancement' for an auto-refresh case.
> >
> > Regards,
> > Adrien
> >
> > On 8/11/22 11:15 AM, Glenn Fowler wrote:
> >> I still consider this a bug and not a feature request since not seeing
> an
> >> up-to-date register could really throw things off.
> >> To the community and GnuCash team - should I open an issue in Bugzilla?
> >> On Thu, Aug 11, 2022 at 12:02 PM Tom Veik  wrote:
> >>> Replying to an old thread I found with a search.
> >>>
> >>> Using GnuCash version 4.11 on Windows 11.  I've been using GnuCash for
> a
> >>> few years and very happy with it.  I haven't seen this problem until
> >>> recently when I switched my scheduled transactions from no automatic
> >>> entry with reminders, to automatic advanced entry with no reminders.
> >>> Like Glenn, I have "run when the data file is opened" checked, and now
> I
> >>> see this same problem that the created transactions don't show up in
> the
> >>> register.  I was restarting GnuCash to see the new entries in the
> >>> register.  Appreciate the tip that pressinghelps.
> >>>
> >>> I haven't been able to find any other resolution in my search so I
> >>> though I'd just mention what I'm seeing here.
> >
> >
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[John Ralls]

I'd go with bug: It's supposed to refresh all of the registers, see 
https://github.com/Gnucash/gnucash/blob/41de4cefce621c214c0d6f6ff1c5ca05df8fd917/gnucash/gnome/dialog-sx-since-last-run.c#L1168

You may find in your trace file one or more error messages "suspend counter not 
zero" from gnc_gui_refresh_all on a session where the SLR ran. That would 
indicate that something else that's wrapping the SLR invocation has also 
blocked gui refreshes. If that message isn't there then there's something going 
wrong in gnc_gui_refresh_internal.

Regards,
John Ralls


> On Aug 11, 2022, at 1:20 PM, Adrien Monteleone 
>  wrote:
> 
> I thought one was already opened. (but I admit I didn't search for it)
> 
> If I recall correctly, it has to do with refreshing the register view.
> 
> This seems to happen with registers that are left open at the last close and 
> which re-open before the Since Last Run dialog fires.
> 
> Though hitting [Enter] works to refresh, so does closing and opening the 
> affected registers, as does View > Refresh. (CMD/CTRL+R)
> 
> Other not so great options would be to close registers you have SX for each 
> time you close GnuCash; (you'll end up opening them after the SX fires) or 
> don't close GnuCash at all and just get in the habit of refreshing; (of 
> course, then you also have to get in the habit of manually firing Since Last 
> Run) or, go back to the previous SX settings which didn't cause this.
> 
> As the function to refresh a register/report exists, I'm betting this falls 
> more under 'enhancement' for an auto-refresh case.
> 
> Regards,
> Adrien
> 
> On 8/11/22 11:15 AM, Glenn Fowler wrote:
>> I still consider this a bug and not a feature request since not seeing an
>> up-to-date register could really throw things off.
>> To the community and GnuCash team - should I open an issue in Bugzilla?
>> On Thu, Aug 11, 2022 at 12:02 PM Tom Veik  wrote:
>>> Replying to an old thread I found with a search.
>>> 
>>> Using GnuCash version 4.11 on Windows 11.  I've been using GnuCash for a
>>> few years and very happy with it.  I haven't seen this problem until
>>> recently when I switched my scheduled transactions from no automatic
>>> entry with reminders, to automatic advanced entry with no reminders.
>>> Like Glenn, I have "run when the data file is opened" checked, and now I
>>> see this same problem that the created transactions don't show up in the
>>> register.  I was restarting GnuCash to see the new entries in the
>>> register.  Appreciate the tip that pressinghelps.
>>> 
>>> I haven't been able to find any other resolution in my search so I
>>> though I'd just mention what I'm seeing here.
> 
> 
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Adrien Monteleone]

I thought one was already opened. (but I admit I didn't search for it)

If I recall correctly, it has to do with refreshing the register view.

This seems to happen with registers that are left open at the last close 
and which re-open before the Since Last Run dialog fires.


Though hitting [Enter] works to refresh, so does closing and opening the 
affected registers, as does View > Refresh. (CMD/CTRL+R)


Other not so great options would be to close registers you have SX for 
each time you close GnuCash; (you'll end up opening them after the SX 
fires) or don't close GnuCash at all and just get in the habit of 
refreshing; (of course, then you also have to get in the habit of 
manually firing Since Last Run) or, go back to the previous SX settings 
which didn't cause this.


As the function to refresh a register/report exists, I'm betting this 
falls more under 'enhancement' for an auto-refresh case.


Regards,
Adrien

On 8/11/22 11:15 AM, Glenn Fowler wrote:

I still consider this a bug and not a feature request since not seeing an
up-to-date register could really throw things off.

To the community and GnuCash team - should I open an issue in Bugzilla?

On Thu, Aug 11, 2022 at 12:02 PM Tom Veik  wrote:


Replying to an old thread I found with a search.

Using GnuCash version 4.11 on Windows 11.  I've been using GnuCash for a
few years and very happy with it.  I haven't seen this problem until
recently when I switched my scheduled transactions from no automatic
entry with reminders, to automatic advanced entry with no reminders.
Like Glenn, I have "run when the data file is opened" checked, and now I
see this same problem that the created transactions don't show up in the
register.  I was restarting GnuCash to see the new entries in the
register.  Appreciate the tip that pressinghelps.

I haven't been able to find any other resolution in my search so I
though I'd just mention what I'm seeing here.



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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Glenn Fowler]

I still consider this a bug and not a feature request since not seeing an
up-to-date register could really throw things off.

To the community and GnuCash team - should I open an issue in Bugzilla?

On Thu, Aug 11, 2022 at 12:02 PM Tom Veik  wrote:

> Replying to an old thread I found with a search.
>
> Using GnuCash version 4.11 on Windows 11.  I've been using GnuCash for a
> few years and very happy with it.  I haven't seen this problem until
> recently when I switched my scheduled transactions from no automatic
> entry with reminders, to automatic advanced entry with no reminders.
> Like Glenn, I have "run when the data file is opened" checked, and now I
> see this same problem that the created transactions don't show up in the
> register.  I was restarting GnuCash to see the new entries in the
> register.  Appreciate the tip that pressinghelps.
>
> I haven't been able to find any other resolution in my search so I
> though I'd just mention what I'm seeing here.
>
> Tom
>
> On /Fri Oct 1 17:58:51 EDT 2021/, *Glenn Fowler* wrote:
>
> > I have numerous scheduled transactions in multiple books and in settings
> > have them "run when the data file is opened". The transactions do run as
> > expected but do not appear in the register until you press .
> > With them not appearing, I am not looking at an out of date register
> until
> > I enter a transaction or press . Wouldn't it make sense for them
> to
> > appear without user input so we are looking at up-to-date books instead
> of
> > trying to create a habit for myself to click  on every open?
> >
> > Thank you
> > Glenn
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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[Tom Veik]

Replying to an old thread I found with a search.

Using GnuCash version 4.11 on Windows 11.  I've been using GnuCash for a 
few years and very happy with it.  I haven't seen this problem until 
recently when I switched my scheduled transactions from no automatic 
entry with reminders, to automatic advanced entry with no reminders.  
Like Glenn, I have "run when the data file is opened" checked, and now I 
see this same problem that the created transactions don't show up in the 
register.  I was restarting GnuCash to see the new entries in the 
register.  Appreciate the tip that pressing    helps.


I haven't been able to find any other resolution in my search so I 
though I'd just mention what I'm seeing here.


Tom

On /Fri Oct 1 17:58:51 EDT 2021/, *Glenn Fowler* wrote:


I have numerous scheduled transactions in multiple books and in settings
have them "run when the data file is opened". The transactions do run as
expected but do not appear in the register until you press .
With them not appearing, I am not looking at an out of date register until
I enter a transaction or press . Wouldn't it make sense for them to
appear without user input so we are looking at up-to-date books instead of
trying to create a habit for myself to click  on every open?

Thank you
Glenn

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Re: [GNC] Scheduled Transactions

[Gyle McCollam]

Thanks Fred, I don't know how I missed that, but it worked.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com<mailto:gmccol...@gyleshomes.com>   email


From: gnucash-user  on 
behalf of Fred Bone 
Sent: Wednesday, April 13, 2022 12:06 PM
To: gnucash Users 
Subject: Re: [GNC] Scheduled Transactions

On 13 April 2022 at 15:38, Gyle McCollam said:

> I have a different question about SX.  I had an insurance policy with 10
> payments.  Last year's payments are complete and the SX show never for the
> next scheduled payment.  I want to set up a transaction for the next year
> without deleting last year's and creating a new transaction.  I modified
> the start date for this year, but it still shows "never" in the "next
> occurrence".  I tried removing the check from "enabled", saving and
> reenabling it, but it still shows never as the next occurrence. Isn't
> there a reuse a SX without havu=ing to set it up all over again or will
> this actually work when the time comes and it just isn't displaying
> correctly now.

You probably need to update the "Remaining" count on the "Overview" page.


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Re: [GNC] Scheduled Transactions

[Fred Bone]

On 13 April 2022 at 15:38, Gyle McCollam said:

> I have a different question about SX.  I had an insurance policy with 10
> payments.  Last year's payments are complete and the SX show never for the
> next scheduled payment.  I want to set up a transaction for the next year
> without deleting last year's and creating a new transaction.  I modified
> the start date for this year, but it still shows "never" in the "next
> occurrence".  I tried removing the check from "enabled", saving and
> reenabling it, but it still shows never as the next occurrence. Isn't
> there a reuse a SX without havu=ing to set it up all over again or will
> this actually work when the time comes and it just isn't displaying
> correctly now.

You probably need to update the "Remaining" count on the "Overview" page.


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[GNC] Scheduled Transactions

[Gyle McCollam]

I have a different question about SX.  I had an insurance policy with 10 
payments.  Last year's payments are complete and the SX show never for the next 
scheduled payment.  I want to set up a transaction for the next year without 
deleting last year's and creating a new transaction.  I modified the start date 
for this year, but it still shows "never" in the "next occurrence".  I tried 
removing the check from "enabled", saving and reenabling it, but it still shows 
never as the next occurrence. Isn't there a reuse a SX without havu=ing to set 
it up all over again or will this actually work when the time comes and it just 
isn't displaying correctly now.


Thank You,
Gyle McCollam

Gyle McCollam

609.680.2326 Mobile

gmccol...@live.com   email
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Re: [GNC] Scheduled transactions feature or bug?

[Stan Brown]

On 2022-04-12 19:57, Adrien Monteleone wrote:
> There might be very good reasons why someone would pause an SX and want
> it to fill-in past instances after un-pausing. Testing, troubleshooting,
> verifying something, trial scenarios, et cetera come to mind off the top
> of my head.

Agreed, and also someone might want to create a new SX with a start date
in the past. When I was changing my 2011-2017 accounting data from dBASE
to GnuCash, I used SX for a number of monthly accruals to reduce the
amount of typing I had to do.

I could also see creating a stream of transactions in the past if I got
an annual bill for some service and realized I'd forgotten to enter the
monthly amortization accruals.

> I agree, the behavior should not be changed, but perhaps the UI could
> be improved if people aren't realizing what is going on.

I concur very strongly on the fist point, and somewhat more mildly on
the second. :-)

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Scheduled transactions feature or bug?

[John Layman]

Note that ticking a box on the 'Scheduled Transactions Since Last Run' panel
will create a tab showing any transactions that fire.  From there, it's a
simple matter to delete any that are extraneous.

-Original Message-
From: gnucash-user 
On Behalf Of Glenn Fowler
Sent: Tuesday, April 12, 2022 12:53 PM
To: Dale Alspach 
Cc: GnuCash-User 
Subject: Re: [GNC] Scheduled transactions feature or bug?

I'm glad I saw this post as I have a disabled scheduled transaction that I
was getting ready to renable myself. I guess the solution would be to delete
the recurring and enter a new one.

I would have also expected that enabling would start that day time otherwise
what would a disable button really be used for if it goes back and enters
transactions as if it was never disabled?

On Tue, Apr 12, 2022, 10:55 AM Dale Alspach  wrote:

> I had a scheduled transfer to savings that I disabled for a few months.
> When I re-enabled the scheduled transfer I did not change the start 
> date. I was very surprised to find that when it ran that it entered 
> transactions for all of the months when it was disabled.
> Automatically altering the past seems extremely dangerous. It  seems 
> to me a warning should be given or scheduled transactions should only 
> insert future transactions.
> Dale
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Re: [GNC] Scheduled transactions feature or bug?

[Adrien Monteleone]

I agree, the behavior should not be changed, but perhaps the UI could be 
improved if people aren't realizing what is going on.


Of course, there is a responsibility for the user to learn the software, 
how it works, and pay attention to things. (such as noticing last run 
and next occurrence dates)


It is also a good idea to be familiar with preference settings. There's 
no reason you *have* to let GnuCash auto-create SXs without telling you. 
You can request a notification, and you can require that each one gets 
approved first. (and of course, you can still edit or delete them at any 
time)


I'd say the feature is working as intended. If you want it to 'resume' 
but not 'catch up' then change the start date.


There might be very good reasons why someone would pause an SX and want 
it to fill-in past instances after un-pausing. Testing, troubleshooting, 
verifying something, trial scenarios, et cetera come to mind off the top 
of my head.


Regards,
Adrien

On 4/12/22 4:06 PM, David Carlson wrote:

When you open the scheduled transaction in the transaction editor, you get
hit in the face with the listing of the last occurred date under the
Occurrences section.  I think that pretty obviously suggests that the next
occurrence will follow the defined sequence from that date unless it is
edited.  Further, in the Scheduled Transactions list there is a column
titled Next Occurrence.  I wonder what date is listed there?

The most one could ask for is minor updates to the UI to make that even
more obvious.


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Re: [GNC] Scheduled transactions feature or bug?

[David Carlson]

When you open the scheduled transaction in the transaction editor, you get
hit in the face with the listing of the last occurred date under the
Occurrences section.  I think that pretty obviously suggests that the next
occurrence will follow the defined sequence from that date unless it is
edited.  Further, in the Scheduled Transactions list there is a column
titled Next Occurrence.  I wonder what date is listed there?

The most one could ask for is minor updates to the UI to make that even
more obvious.

On Tue, Apr 12, 2022 at 3:45 PM Stan Brown 
wrote:

> On 2022-04-12 11:59, Glenn Fowler wrote:
> > However, I do agree with the OP in that you would think the expected
> > behavior would be to pause when disabled, and then when reenabled to not
> go
> > back to prior to that point.
>
> I wouldn't think that. If I re-enable a scheduled transaction, keeping
> the original start date, I would _expect_ it to make up the missed
> transactions.
>
> Just another data point.
>
> --
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
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-- 
David Carlson
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Re: [GNC] Scheduled transactions feature or bug?

[Stan Brown]

On 2022-04-12 11:59, Glenn Fowler wrote:
> However, I do agree with the OP in that you would think the expected
> behavior would be to pause when disabled, and then when reenabled to not go
> back to prior to that point.

I wouldn't think that. If I re-enable a scheduled transaction, keeping
the original start date, I would _expect_ it to make up the missed
transactions.

Just another data point.

-- 
Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Scheduled transactions feature or bug?

[Glenn Fowler]

I'm sure most users, accountants, and bookkeepers would agree scheduled
transactions are *future* transactions.

I think that's the issue... developers think as developers instead of
thinking as users or accountants. I remember doing beta for an app years
ago and my wife found a major bug that engineers completely missed because
she saw it from a user point of view.

On Tue, Apr 12, 2022 at 4:17 PM Stephen M. Butler <
stephen.m.butle...@gmail.com> wrote:

> On 4/12/22 11:59, Glenn Fowler wrote:
> > Thanks Gyle, that saves some steps.
> > However, I do agree with the OP in that you would think the expected
> > behavior would be to pause when disabled, and then when reenabled to not
> go
> > back to prior to that point.
>
> How far back?  How far in the future?  That's why there are dates
> there.  If you want it to start this month, then change the start date.
> If next month then enter that date.  If last month or two months ago
> (because you are late restarting) then that date.
>
> If all you do is remove the disable flag and you leave the dates as they
> were then the application is doing as instructed.
>
> Many times as a developer I've wished for the DWIM hardware instruction
> to be active -- Do What I Mean (and not as I said).
>
> --Steve
> >
> >
> > On Tue, Apr 12, 2022 at 1:34 PM Gyle McCollam 
> wrote:
> >
> >>
> >> You don't have to delete and create a new one,  just change the start
> date
> >> in the one you have.
> >>
> >> Sent from Samsung Galaxy smartphone.
> >>
> >>
> >>
> >> ---- Original message 
> >> From: Glenn Fowler 
> >> Date: 4/12/22 1:03 PM (GMT-05:00)
> >> To: Dale Alspach 
> >> Cc: GnuCash-User 
> >> Subject: Re: [GNC] Scheduled transactions feature or bug?
> >>
> >> I'm glad I saw this post as I have a disabled scheduled transaction
> that I
> >> was getting ready to renable myself. I guess the solution would be to
> >> delete the recurring and enter a new one.
> >>
> >> I would have also expected that enabling would start that day time
> >> otherwise what would a disable button really be used for if it goes back
> >> and enters transactions as if it was never disabled?
> >>
> >> On Tue, Apr 12, 2022, 10:55 AM Dale Alspach 
> wrote:
> >>
> >>> I had a scheduled transfer to savings that I disabled for a few months.
> >>> When I re-enabled the scheduled transfer I did not change the start
> >> date. I
> >>> was very surprised to find that when it ran that it entered
> transactions
> >>> for all of the months when it was disabled.
> >>> Automatically altering the past seems extremely dangerous. It  seems to
> >> me
> >>> a warning should be given or scheduled transactions should only insert
> >>> future transactions.
> >>> Dale
> >>> ___
> >>> gnucash-user mailing list
> >>> gnucash-user@gnucash.org
> >>> To update your subscription preferences or to unsubscribe:
> >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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> >>>
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>
> --
> Stephen M Butler, PMP, PSM
> stephen.m.

Re: [GNC] Scheduled transactions feature or bug?

[Stephen M. Butler]

On 4/12/22 11:59, Glenn Fowler wrote:

Thanks Gyle, that saves some steps.
However, I do agree with the OP in that you would think the expected
behavior would be to pause when disabled, and then when reenabled to not go
back to prior to that point.


How far back?  How far in the future?  That's why there are dates 
there.  If you want it to start this month, then change the start date.  
If next month then enter that date.  If last month or two months ago 
(because you are late restarting) then that date.


If all you do is remove the disable flag and you leave the dates as they 
were then the application is doing as instructed.


Many times as a developer I've wished for the DWIM hardware instruction 
to be active -- Do What I Mean (and not as I said).


--Steve



On Tue, Apr 12, 2022 at 1:34 PM Gyle McCollam  wrote:



You don't have to delete and create a new one,  just change the start date
in the one you have.

Sent from Samsung Galaxy smartphone.



 Original message 
From: Glenn Fowler 
Date: 4/12/22 1:03 PM (GMT-05:00)
To: Dale Alspach 
Cc: GnuCash-User 
Subject: Re: [GNC] Scheduled transactions feature or bug?

I'm glad I saw this post as I have a disabled scheduled transaction that I
was getting ready to renable myself. I guess the solution would be to
delete the recurring and enter a new one.

I would have also expected that enabling would start that day time
otherwise what would a disable button really be used for if it goes back
and enters transactions as if it was never disabled?

On Tue, Apr 12, 2022, 10:55 AM Dale Alspach  wrote:


I had a scheduled transfer to savings that I disabled for a few months.
When I re-enabled the scheduled transfer I did not change the start

date. I

was very surprised to find that when it ran that it entered transactions
for all of the months when it was disabled.
Automatically altering the past seems extremely dangerous. It  seems to

me

a warning should be given or scheduled transactions should only insert
future transactions.
Dale
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--
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

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Re: [GNC] Scheduled transactions feature or bug?

[Michael or Penny Novack]

On 4/12/2022 3:07 PM, Dale Alspach wrote:
Unless one lives in a science fiction world with time travel available 
one does not normally *schedule* something to occur in the past.

:)
If this is kept as a feature then perhaps the name should be changed 
to "automatic transaction creation tool".

Dale


The entry of transactions into a journal/ledger is not "real time:

Some of the organizations for which I kept books would have very few 
transactions for most of the year. Just one or two a month (record  bank 
interest, for example). I didn't enter these as they came in but saved 
up till at least a half dozen or so or perhaps just once before the 
quarterly board meeting so I could do a Treasurer's report. So ALWAYS in 
the past.


You have confused "when you arranged between some party and your bank to 
make an automatic periodic payment" (when these real transactions began 
taking place) and "when you entered this in your books" (by setting up a 
scheduled transaction in gnucash). To use my "low volume org" for 
example, might be one date when arranging with national to draw monthly 
"chapter dues" from the chapter account and these deductions from the 
bank account occur and some later time when set up in the books. ONE of 
the organizations I kept books for only met annually and for maybe 10-11 
months of the year would have close to zero transaction volume. So books 
"done" just once a year.


Michael D Novack
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Re: [GNC] Scheduled transactions feature or bug?

[Dale Alspach]

Unless one lives in a science fiction world with time travel available one
does not normally *schedule* something to occur in the past.
:)
If this is kept as a feature then perhaps the name should be changed to
"automatic transaction creation tool".
Dale

On Tue, Apr 12, 2022 at 11:32 AM Michael or Penny Novack <
stepbystepf...@comcast.net> wrote:

> On 4/12/2022 10:55 AM, Dale Alspach wrote:
> > I had a scheduled transfer to savings that I disabled for a few months.
> > When I re-enabled the scheduled transfer I did not change the start
> date. I
> > was very surprised to find that when it ran that it entered transactions
> > for all of the months when it was disabled.
> > Automatically altering the past seems extremely dangerous. It  seems to
> me
> > a warning should be given or scheduled transactions should only insert
> > future transactions.
> > Dale
>
> Computers are like that. They obediently do what you tell them to, not
> what you meant to tell them to do.
>
> I suspect you expected some different behavior. That you expected it to
> "remember" that you had disabled the scheduled transfers AT SOME POINT
> IN TIME and you expected that to be "remembered" when you re-enabled the
> transfers. In other words, you expected the disable to have dates
> associated with it << disable from date X to date Y >>
>
> Look at your options when scheduling transactions to see what you should
> have done to get the behavior "scheduled between date X and date Y and
> then from date Z into the future -- hint: that is TWO "schedules"
>
> About "changing the past" -- aren't MOST of the transactions you enter
> after the fact (at a point in time after the transaction has taken place)
>
> Michael D Novack
>
>
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Re: [GNC] Scheduled transactions feature or bug?

[Glenn Fowler]

Thanks Gyle, that saves some steps.
However, I do agree with the OP in that you would think the expected
behavior would be to pause when disabled, and then when reenabled to not go
back to prior to that point.


On Tue, Apr 12, 2022 at 1:34 PM Gyle McCollam  wrote:

>
>
> You don't have to delete and create a new one,  just change the start date
> in the one you have.
>
> Sent from Samsung Galaxy smartphone.
>
>
>
>  Original message 
> From: Glenn Fowler 
> Date: 4/12/22 1:03 PM (GMT-05:00)
> To: Dale Alspach 
> Cc: GnuCash-User 
> Subject: Re: [GNC] Scheduled transactions feature or bug?
>
> I'm glad I saw this post as I have a disabled scheduled transaction that I
> was getting ready to renable myself. I guess the solution would be to
> delete the recurring and enter a new one.
>
> I would have also expected that enabling would start that day time
> otherwise what would a disable button really be used for if it goes back
> and enters transactions as if it was never disabled?
>
> On Tue, Apr 12, 2022, 10:55 AM Dale Alspach  wrote:
>
> > I had a scheduled transfer to savings that I disabled for a few months.
> > When I re-enabled the scheduled transfer I did not change the start
> date. I
> > was very surprised to find that when it ran that it entered transactions
> > for all of the months when it was disabled.
> > Automatically altering the past seems extremely dangerous. It  seems to
> me
> > a warning should be given or scheduled transactions should only insert
> > future transactions.
> > Dale
> > ___
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Re: [GNC] Scheduled transactions feature or bug?

[Gyle McCollam]

You don't have to delete and create a new one,  just change the start date in 
the one you have.

Sent from Samsung Galaxy smartphone.



 Original message 
From: Glenn Fowler 
Date: 4/12/22 1:03 PM (GMT-05:00)
To: Dale Alspach 
Cc: GnuCash-User 
Subject: Re: [GNC] Scheduled transactions feature or bug?

I'm glad I saw this post as I have a disabled scheduled transaction that I
was getting ready to renable myself. I guess the solution would be to
delete the recurring and enter a new one.

I would have also expected that enabling would start that day time
otherwise what would a disable button really be used for if it goes back
and enters transactions as if it was never disabled?

On Tue, Apr 12, 2022, 10:55 AM Dale Alspach  wrote:

> I had a scheduled transfer to savings that I disabled for a few months.
> When I re-enabled the scheduled transfer I did not change the start date. I
> was very surprised to find that when it ran that it entered transactions
> for all of the months when it was disabled.
> Automatically altering the past seems extremely dangerous. It  seems to me
> a warning should be given or scheduled transactions should only insert
> future transactions.
> Dale
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Re: [GNC] Scheduled transactions feature or bug?

[Glenn Fowler]

I'm glad I saw this post as I have a disabled scheduled transaction that I
was getting ready to renable myself. I guess the solution would be to
delete the recurring and enter a new one.

I would have also expected that enabling would start that day time
otherwise what would a disable button really be used for if it goes back
and enters transactions as if it was never disabled?

On Tue, Apr 12, 2022, 10:55 AM Dale Alspach  wrote:

> I had a scheduled transfer to savings that I disabled for a few months.
> When I re-enabled the scheduled transfer I did not change the start date. I
> was very surprised to find that when it ran that it entered transactions
> for all of the months when it was disabled.
> Automatically altering the past seems extremely dangerous. It  seems to me
> a warning should be given or scheduled transactions should only insert
> future transactions.
> Dale
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Re: [GNC] Scheduled transactions feature or bug?

[Adrien Monteleone]

This sounds like a good case of not auto-creating them, but rather 
approving them each time. There are options for this.


Regards,
Adrien

On 4/12/22 9:55 AM, Dale Alspach wrote:

I had a scheduled transfer to savings that I disabled for a few months.
When I re-enabled the scheduled transfer I did not change the start date. I
was very surprised to find that when it ran that it entered transactions
for all of the months when it was disabled.
Automatically altering the past seems extremely dangerous. It  seems to me
a warning should be given or scheduled transactions should only insert
future transactions.


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Re: [GNC] Scheduled transactions feature or bug?

[Michael or Penny Novack]

On 4/12/2022 10:55 AM, Dale Alspach wrote:

I had a scheduled transfer to savings that I disabled for a few months.
When I re-enabled the scheduled transfer I did not change the start date. I
was very surprised to find that when it ran that it entered transactions
for all of the months when it was disabled.
Automatically altering the past seems extremely dangerous. It  seems to me
a warning should be given or scheduled transactions should only insert
future transactions.
Dale


Computers are like that. They obediently do what you tell them to, not 
what you meant to tell them to do.


I suspect you expected some different behavior. That you expected it to 
"remember" that you had disabled the scheduled transfers AT SOME POINT 
IN TIME and you expected that to be "remembered" when you re-enabled the 
transfers. In other words, you expected the disable to have dates 
associated with it << disable from date X to date Y >>


Look at your options when scheduling transactions to see what you should 
have done to get the behavior "scheduled between date X and date Y and 
then from date Z into the future -- hint: that is TWO "schedules"


About "changing the past" -- aren't MOST of the transactions you enter 
after the fact (at a point in time after the transaction has taken place)


Michael D Novack


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[GNC] Scheduled transactions feature or bug?

[Dale Alspach]

I had a scheduled transfer to savings that I disabled for a few months.
When I re-enabled the scheduled transfer I did not change the start date. I
was very surprised to find that when it ran that it entered transactions
for all of the months when it was disabled.
Automatically altering the past seems extremely dangerous. It  seems to me
a warning should be given or scheduled transactions should only insert
future transactions.
Dale
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Re: [GNC] Scheduled Transactions creating but not posting in register

[dennis adams]

John,
Have still been unable to get Gnucash to write to Terminal using  
/Applications/Gnucash.app/Contents/MacOS/Gnucash to open with the variable you 
provided.  Was able to see trace file by following  
"/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/T/gnucash.trace” path in Finder 
rood directory.  First time there was no .trace file.  Opened GC and file was 
immediately created, but it was empty.  I made some changes and saved GC and 
closed.  The file then contained data.  I have attached the file in hopes it 
will show what is wrong with scheduled transactions being created but not 
posting to the register.
On another thought, I am running GC4.8.  If I install GC4.9 will whatever the 
scheduled transaction issue carry over to the new version (ie is it in my data 
file) or will it resolve because instructions for scheduled transactions are in 
the program?
Thanks



On Mar 7, 2022, at 22:27, john mailto:jra...@ceridwen.us>> 
wrote:



On Mar 7, 2022, at 7:03 PM, smad...@hotmail.com 
wrote:

I also opened GnuCash in the Terminal hoping to see what happened when it 
opened.  Gnucash opened, but I got no output using command:

open -a Gnucash.app

Is there something else I need to add to this command to get terminal output 
when opening Gnucash from Terminal?


Using the `open` command in Terminal is the same as double-clicking its icon in 
Finder: It tells Launch Services to start GnuCash either with no stdin, stdout, 
or stderr or with stdout and stderr connected to Console.app depending on macOS 
version. To have a stdin, stdout, and stderr connection to the shell running in 
Terminal you must run GnuCash directly; if you installed it in /Applicattions 
you'd use
  /Applications/Gnucash.app/Contents/MacOS/Gnucash

By default GnuCash writes its log to a file named gnucash.trace. This is most 
easily accessed using an environment variable $TMPDIR, so you could use
  less $TMPDIR/gnucash.trace
to read it. On macOS and other unix platforms it is overwritten with every 
launch of GnuCash. You can read more about it at 
https://wiki.gnucash.org/wiki/Tracefile.

To get GnuCash to write to the terminal, pass --logto=stderr on the terminal 
command above. More information about how to configure logging may be found at 
https://wiki.gnucash.org/wiki/Logging.

Regards,
John Ralls




'Gnucash.trace file Data 3-9-22 1003.pdf
Description: 'Gnucash.trace file Data 3-9-22 1003.pdf
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Re: [GNC] Scheduled Transactions creating but not posting in register

[smada46]

John,

I attempted to open GC and having it write to Terminal using  
/Applications/Gnucash.app/Contents/MacOS/Gnucash --logto=stderr.  GC   opened 
and SLR showed two Scheduled Transactions (STs) had been created but were not 
in the register.  There was nothing really written to Terminal as shown below: 

dwa1@dwa1 ~ % /Applications/Gnucash.app/Contents/MacOS/Gnucash --logto=stderr
Application Path /Applications/Gnucash.app/Contents/MacOS/Gnucash

(process:18916): gnc.gui-WARNING **: 13:44:02.529: [mac_set_languages()] 
Language list: en:en_US:C
Found Finance::Quote version 1.51.

Thought maybe I needed “pass" in front of —logto=stderr so ran: 
/Applications/Gnucash.app/Contents/MacOS/Gnucash pass --logto=stderr. Got an 
error and GC didn’t open.  Terminal output is below:

dwa1@dwa1 ~ % /Applications/Gnucash.app/Contents/MacOS/Gnucash pass 
--logto=stderr
Application Path /Applications/Gnucash.app/Contents/MacOS/Gnucash

(process:19454): gnc.gui-WARNING **: 13:55:48.928: [mac_set_languages()] 
Language list: en:en_US:C
Found Finance::Quote version 1.51.
* 13:55:51  WARN  create new file 
/Users/dwa1/Library/Application Support/GnuCash/data/pass
* 13:55:51  WARN  
[GncDbiBackend::session_begin()] Sqlite3 file 
/Users/dwa1/Library/Application Support/GnuCash/data/pass not found
dwa1@dwa1 ~ % 

Earlier I used the command find /var/folders $TMPDIR/gnucash.trace to find the 
path to the .trace file with the following results (I removed all the purely 
Apple stuff as there were pages of it)

dwa1@dwa1 ~ % find /var/folders $TMPDIR/gnucash.trace  
/var/folders
/var/folders/ms
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/0
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/0/com.apple.nsurlsessiond-launchd

(A lot of Apple Stuff)

/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/T/gnucash.trace

(A lot of Apple Stuff)

/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/16777237_525065
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/16777237_525065/functions.data
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/16777237_525065/functions.list
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/libraries.maps
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/31001
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/31001/libraries.list
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/31001/libraries.data
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/3902
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/3902/libraries.maps
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/3902/libraries1.data
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/3902/libraries1.maps
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/3902/libraries.data
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/Intel(R)
 Iris(TM) Graphics 6000
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/Intel(R)
 Iris(TM) Graphics 6000/functions1.data
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/Intel(R)
 Iris(TM) Graphics 6000/functions.maps
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/Intel(R)
 Iris(TM) Graphics 6000/functions.data
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/Intel(R)
 Iris(TM) Graphics 6000/functions1.maps
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metal/libraries.data
/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/C/org.gnucash.Gnucash/com.apple.metalfe

(A Lot of Apple stuff)

/var/folders/ms/pc_fwkwn16nds1fhz45ztmphgp/T//gnucash.trace
dwa1@dwa1 ~ %

I have highlighted in red what I believe is the path to the trace file but have 
been unable to open it or read it in terminal as I do not know what command is 
needed to bring it up to read. In your e-mail you stated I could use the 
variable  less $TMPDIR/gnucash.trace to read the file but when I put that in 
Terminal I get the following:

dwa1@dwa1 ~ %  less $TMPDIR/gnucash.trace

~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
(END)

So I don’t know how that variable is supposed to work and with what command.  I 
am unsure where to go from here but I need the trace to send to figure out why 
ST is creating the transactions but not putting them in the register.  
Appreciate your help.



> On Mar 7, 2022, at 22:27, john  wrote:
> 
> 
> 
>> On Mar 7, 

Re: [GNC] Scheduled Transactions creating but not posting in register

[David Carlson]

I suspected as much.  I was giving a generic suggestion so others might
find it useful.  The behavior is not exactly intuitively obvious to the
most casual observer.

On Tue, Mar 8, 2022 at 12:54 PM  wrote:

> My problem is not SXs being created by mistake, it is that they are being
> shown as created (both in the SLR and SX editor last created box for the
> SX) but not being populated in the register at all.  So seems I may have a
> bug.  Appreciate the help.
>
> On Mar 7, 2022, at 22:24, David Carlson 
> wrote:
>
> I did forget to mention a couple of things.  If there is only a small
> number of scheduled transactions being automatically created by mistake, it
> would probably be easier to just delete them and edit the corresponding
> SX's, which you probably would need to do anyway if that were your problem.
>
> Secondly, when transactions are automatically created when the file is
> opened but you do not want them to be created, say, when opening a very old
> backup for some reason, it's possible to edit Preferences > Scheduled
> Transactions > and uncheck Run when Data File Opened, then close the file
> without saving.  You may find that preference stuck and the next time you
> open the file, the SLR does not run.
>
> On Mon, Mar 7, 2022 at 11:00 PM David Carlson 
> wrote:
>
>> The screen shot did not make it into the list, but it is normal for the
>> 'Created' message to be greyed out because there is no way for the user to
>> change the status to any of the other settings once the transaction is
>> created.  If you really do want to change the status the only way would be
>> to close the data file without saving any changes at all.
>>
>> I think, however, in your case you are saving the file with changes but
>> finding the changes missing, which is a different matter.  There is another
>> place to look.  If you edit the scheduled transaction it tells you the last
>> date for which the transaction was created.  Then look in the register and
>> see if it is there for that date.  If not, you have a bug for which I am no
>> help as I neither have a Mac nor do I use release 4.8.
>>
>>
>>
>> On Mon, Mar 7, 2022 at 9:05 PM  wrote:
>>
>>> MacOS Monterey Version 12.2.1
>>> Gnucash Version: Version: 4.8  Build ID: 4.8a+(2021-09-28)
>>>
>>> My scheduled transactions have suddenly stopped posting in the
>>> applicable registers.  The Since Last Run window shows them being created,
>>> but the created word is greyed, not dark.  See example below for Powder
>>> River #2 Test created on 3/7 or ten days ahead of pay date of 3/17.
>>>
>>> Screen shot of Since Last Run showing Sched Trans was created.
>>>
>>>
>>>
>>>
>>> Below is the log when GnuCash was opened on 3/7 when Scheduled
>>> Transaction Powder River #2 Test was to be created.  Log shows nothing for
>>> transaction Powder River #2 Test even though Since Last Run window shows it
>>> was created.  The date shows but there is no name for the transaction.  The
>>> template rightly does not include numbers yet because there are no values
>>> in the template, only accounts.
>>>
>>> mod trans_guid  split_guid  time_nowdate_entered
>>> date_posted acc_guidacc_namenum description
>>>  notes   memoaction  reconciled  amount  value   date_reconciled
>>> -
>>> = START
>>> D   7185ad9215f74efa8db5062eef5a4bc7
>>> d292a5b0688446c7bbf380b7bcc2f2642022-03-07 21:29:11 2022-03-07
>>> 21:29:11 2022-03-07 10:59:00
>>>  n   0/1 0/100   1970-01-01 00:00:00
>>> = END
>>> = START
>>> D   e35c7289e14b46429743d3ab9bfc4007
>>> ec413581da974bd085e2ab1caeb739532022-03-07 21:29:11 2022-03-07
>>> 21:29:11 2022-03-07 10:59:00
>>>  n   0/1 0/100   1970-01-01 00:00:00
>>> = END
>>> = START
>>> D   addf95dc00a245f29f90d0b0510816f0
>>> 0b4cd8ef76b84ba7a30d4bd55a0fcf2d2022-03-07 21:29:11 2022-03-07
>>> 21:29:11 2022-03-07 10:59:00
>>>  n   0/1 0/100   1970-01-01 00:00:00
>>> = END
>>>
>>>
>>>
>>>
>>> The Settings are:
>>> GnuCash preferences: Auto-create new Transaction is checked
>>> Overview settings in Scheduled Transaction for this transaction are:
>>>
>>> Under Options: Enabled, create automatically, Notify me when created and
>>> create in advance 10 days all checked.
>>>
>>> Under Occurrences it shows last created 3/17/22 with Forever checked.
>>>
>>> 3.  Calendar in Scheduled Transactions also shows the dark blue
>>> indicator gone for todays transaction but shows transaction is still
>>> scheduled for future months.
>>>
>>> I also opened GnuCash in the Terminal hoping to see what happened when
>>> it opened.  Gnucash opened, but I got no output using command:
>>>
>>>  open -a Gnucash.app
>>>
>>> Is there something else I need to add to this command to get terminal
>>> output when opening Gnucash from Terminal?
>>>
>>> This may be something simple that I 

Re: [GNC] Scheduled Transactions creating but not posting in register

[smada46]

My problem is not SXs being created by mistake, it is that they are being shown 
as created (both in the SLR and SX editor last created box for the SX) but not 
being populated in the register at all.  So seems I may have a bug.  Appreciate 
the help.

> On Mar 7, 2022, at 22:24, David Carlson  wrote:
> 
> I did forget to mention a couple of things.  If there is only a small number 
> of scheduled transactions being automatically created by mistake, it would 
> probably be easier to just delete them and edit the corresponding SX's, which 
> you probably would need to do anyway if that were your problem.
> 
> Secondly, when transactions are automatically created when the file is opened 
> but you do not want them to be created, say, when opening a very old backup 
> for some reason, it's possible to edit Preferences > Scheduled Transactions > 
> and uncheck Run when Data File Opened, then close the file without saving.  
> You may find that preference stuck and the next time you open the file, the 
> SLR does not run.
> 
> On Mon, Mar 7, 2022 at 11:00 PM David Carlson  > wrote:
> The screen shot did not make it into the list, but it is normal for the 
> 'Created' message to be greyed out because there is no way for the user to 
> change the status to any of the other settings once the transaction is 
> created.  If you really do want to change the status the only way would be to 
> close the data file without saving any changes at all.
> 
> I think, however, in your case you are saving the file with changes but 
> finding the changes missing, which is a different matter.  There is another 
> place to look.  If you edit the scheduled transaction it tells you the last 
> date for which the transaction was created.  Then look in the register and 
> see if it is there for that date.  If not, you have a bug for which I am no 
> help as I neither have a Mac nor do I use release 4.8.
> 
> 
> 
> On Mon, Mar 7, 2022 at 9:05 PM  > wrote:
> MacOS Monterey Version 12.2.1
> Gnucash Version: Version: 4.8  Build ID: 4.8a+(2021-09-28)
> 
> My scheduled transactions have suddenly stopped posting in the applicable 
> registers.  The Since Last Run window shows them being created, but the 
> created word is greyed, not dark.  See example below for Powder River #2 Test 
> created on 3/7 or ten days ahead of pay date of 3/17.
> 
> Screen shot of Since Last Run showing Sched Trans was created.
> 
> 
> 
> 
> Below is the log when GnuCash was opened on 3/7 when Scheduled Transaction 
> Powder River #2 Test was to be created.  Log shows nothing for transaction 
> Powder River #2 Test even though Since Last Run window shows it was created.  
> The date shows but there is no name for the transaction.  The template 
> rightly does not include numbers yet because there are no values in the 
> template, only accounts.
> 
> mod trans_guid  split_guid  time_nowdate_entered
> date_posted acc_guidacc_namenum description notes 
>   memoaction  reconciled  amount  value   date_reconciled
> -
> = START
> D   7185ad9215f74efa8db5062eef5a4bc7
> d292a5b0688446c7bbf380b7bcc2f2642022-03-07 21:29:11 2022-03-07 
> 21:29:11 2022-03-07 10:59:00  
>n   0/1 0/100   1970-01-01 00:00:00
> = END
> = START
> D   e35c7289e14b46429743d3ab9bfc4007
> ec413581da974bd085e2ab1caeb739532022-03-07 21:29:11 2022-03-07 
> 21:29:11 2022-03-07 10:59:00  
>n   0/1 0/100   1970-01-01 00:00:00
> = END
> = START
> D   addf95dc00a245f29f90d0b0510816f0
> 0b4cd8ef76b84ba7a30d4bd55a0fcf2d2022-03-07 21:29:11 2022-03-07 
> 21:29:11 2022-03-07 10:59:00  
>n   0/1 0/100   1970-01-01 00:00:00
> = END
> 
> 
> 
> 
> The Settings are: 
> GnuCash preferences: Auto-create new Transaction is checked
> Overview settings in Scheduled Transaction for this transaction are:
> 
> Under Options: Enabled, create automatically, Notify me when created and 
> create in advance 10 days all checked. 
> 
> Under Occurrences it shows last created 3/17/22 with Forever checked.
> 
> 3.  Calendar in Scheduled Transactions also shows the dark blue 
> indicator gone for todays transaction but shows transaction is still 
> scheduled for future months.
> 
> I also opened GnuCash in the Terminal hoping to see what happened when it 
> opened.  Gnucash opened, but I got no output using command:
> 
>  open -a Gnucash.app
> 
> Is there something else I need to add to this command to get terminal output 
> when opening Gnucash from Terminal?
> 
> This may be something simple that I am overlooking so any help would be 
> appreciated.
> 
> 

Re: [GNC] Scheduled Transactions creating but not posting in register

[john]

> On Mar 7, 2022, at 7:03 PM, smad...@hotmail.com wrote:
> 
> I also opened GnuCash in the Terminal hoping to see what happened when it 
> opened.  Gnucash opened, but I got no output using command:
> 
> open -a Gnucash.app
> 
> Is there something else I need to add to this command to get terminal output 
> when opening Gnucash from Terminal?
> 

Using the `open` command in Terminal is the same as double-clicking its icon in 
Finder: It tells Launch Services to start GnuCash either with no stdin, stdout, 
or stderr or with stdout and stderr connected to Console.app depending on macOS 
version. To have a stdin, stdout, and stderr connection to the shell running in 
Terminal you must run GnuCash directly; if you installed it in /Applicattions 
you'd use
  /Applications/Gnucash.app/Contents/MacOS/Gnucash

By default GnuCash writes its log to a file named gnucash.trace. This is most 
easily accessed using an environment variable $TMPDIR, so you could use
  less $TMPDIR/gnucash.trace
to read it. On macOS and other unix platforms it is overwritten with every 
launch of GnuCash. You can read more about it at 
https://wiki.gnucash.org/wiki/Tracefile 
.

To get GnuCash to write to the terminal, pass --logto=stderr on the terminal 
command above. More information about how to configure logging may be found at 
https://wiki.gnucash.org/wiki/Logging .

Regards,
John Ralls

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Re: [GNC] Scheduled Transactions creating but not posting in register

[David Carlson]

I did forget to mention a couple of things.  If there is only a small
number of scheduled transactions being automatically created by mistake, it
would probably be easier to just delete them and edit the corresponding
SX's, which you probably would need to do anyway if that were your problem.

Secondly, when transactions are automatically created when the file is
opened but you do not want them to be created, say, when opening a very old
backup for some reason, it's possible to edit Preferences > Scheduled
Transactions > and uncheck Run when Data File Opened, then close the file
without saving.  You may find that preference stuck and the next time you
open the file, the SLR does not run.

On Mon, Mar 7, 2022 at 11:00 PM David Carlson 
wrote:

> The screen shot did not make it into the list, but it is normal for the
> 'Created' message to be greyed out because there is no way for the user to
> change the status to any of the other settings once the transaction is
> created.  If you really do want to change the status the only way would be
> to close the data file without saving any changes at all.
>
> I think, however, in your case you are saving the file with changes but
> finding the changes missing, which is a different matter.  There is another
> place to look.  If you edit the scheduled transaction it tells you the last
> date for which the transaction was created.  Then look in the register and
> see if it is there for that date.  If not, you have a bug for which I am no
> help as I neither have a Mac nor do I use release 4.8.
>
>
>
> On Mon, Mar 7, 2022 at 9:05 PM  wrote:
>
>> MacOS Monterey Version 12.2.1
>> Gnucash Version: Version: 4.8  Build ID: 4.8a+(2021-09-28)
>>
>> My scheduled transactions have suddenly stopped posting in the applicable
>> registers.  The Since Last Run window shows them being created, but the
>> created word is greyed, not dark.  See example below for Powder River #2
>> Test created on 3/7 or ten days ahead of pay date of 3/17.
>>
>> Screen shot of Since Last Run showing Sched Trans was created.
>>
>>
>>
>>
>> Below is the log when GnuCash was opened on 3/7 when Scheduled
>> Transaction Powder River #2 Test was to be created.  Log shows nothing for
>> transaction Powder River #2 Test even though Since Last Run window shows it
>> was created.  The date shows but there is no name for the transaction.  The
>> template rightly does not include numbers yet because there are no values
>> in the template, only accounts.
>>
>> mod trans_guid  split_guid  time_nowdate_entered
>> date_posted acc_guidacc_namenum description
>>  notes   memoaction  reconciled  amount  value   date_reconciled
>> -
>> = START
>> D   7185ad9215f74efa8db5062eef5a4bc7
>> d292a5b0688446c7bbf380b7bcc2f2642022-03-07 21:29:11 2022-03-07
>> 21:29:11 2022-03-07 10:59:00
>>  n   0/1 0/100   1970-01-01 00:00:00
>> = END
>> = START
>> D   e35c7289e14b46429743d3ab9bfc4007
>> ec413581da974bd085e2ab1caeb739532022-03-07 21:29:11 2022-03-07
>> 21:29:11 2022-03-07 10:59:00
>>  n   0/1 0/100   1970-01-01 00:00:00
>> = END
>> = START
>> D   addf95dc00a245f29f90d0b0510816f0
>> 0b4cd8ef76b84ba7a30d4bd55a0fcf2d2022-03-07 21:29:11 2022-03-07
>> 21:29:11 2022-03-07 10:59:00
>>  n   0/1 0/100   1970-01-01 00:00:00
>> = END
>>
>>
>>
>>
>> The Settings are:
>> GnuCash preferences: Auto-create new Transaction is checked
>> Overview settings in Scheduled Transaction for this transaction are:
>>
>> Under Options: Enabled, create automatically, Notify me when created and
>> create in advance 10 days all checked.
>>
>> Under Occurrences it shows last created 3/17/22 with Forever checked.
>>
>> 3.  Calendar in Scheduled Transactions also shows the dark blue
>> indicator gone for todays transaction but shows transaction is still
>> scheduled for future months.
>>
>> I also opened GnuCash in the Terminal hoping to see what happened when it
>> opened.  Gnucash opened, but I got no output using command:
>>
>>  open -a Gnucash.app
>>
>> Is there something else I need to add to this command to get terminal
>> output when opening Gnucash from Terminal?
>>
>> This may be something simple that I am overlooking so any help would be
>> appreciated.
>>
>> ___
>> 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.
>>
>
>
> --
> David Carlson
>


-- 
David Carlson
___
gnucash-user 

Re: [GNC] Scheduled Transactions creating but not posting in register

[David Carlson]

The screen shot did not make it into the list, but it is normal for the
'Created' message to be greyed out because there is no way for the user to
change the status to any of the other settings once the transaction is
created.  If you really do want to change the status the only way would be
to close the data file without saving any changes at all.

I think, however, in your case you are saving the file with changes but
finding the changes missing, which is a different matter.  There is another
place to look.  If you edit the scheduled transaction it tells you the last
date for which the transaction was created.  Then look in the register and
see if it is there for that date.  If not, you have a bug for which I am no
help as I neither have a Mac nor do I use release 4.8.



On Mon, Mar 7, 2022 at 9:05 PM  wrote:

> MacOS Monterey Version 12.2.1
> Gnucash Version: Version: 4.8  Build ID: 4.8a+(2021-09-28)
>
> My scheduled transactions have suddenly stopped posting in the applicable
> registers.  The Since Last Run window shows them being created, but the
> created word is greyed, not dark.  See example below for Powder River #2
> Test created on 3/7 or ten days ahead of pay date of 3/17.
>
> Screen shot of Since Last Run showing Sched Trans was created.
>
>
>
>
> Below is the log when GnuCash was opened on 3/7 when Scheduled Transaction
> Powder River #2 Test was to be created.  Log shows nothing for transaction
> Powder River #2 Test even though Since Last Run window shows it was
> created.  The date shows but there is no name for the transaction.  The
> template rightly does not include numbers yet because there are no values
> in the template, only accounts.
>
> mod trans_guid  split_guid  time_nowdate_entered
> date_posted acc_guidacc_namenum description
>  notes   memoaction  reconciled  amount  value   date_reconciled
> -
> = START
> D   7185ad9215f74efa8db5062eef5a4bc7
> d292a5b0688446c7bbf380b7bcc2f2642022-03-07 21:29:11 2022-03-07
> 21:29:11 2022-03-07 10:59:00
>  n   0/1 0/100   1970-01-01 00:00:00
> = END
> = START
> D   e35c7289e14b46429743d3ab9bfc4007
> ec413581da974bd085e2ab1caeb739532022-03-07 21:29:11 2022-03-07
> 21:29:11 2022-03-07 10:59:00
>  n   0/1 0/100   1970-01-01 00:00:00
> = END
> = START
> D   addf95dc00a245f29f90d0b0510816f0
> 0b4cd8ef76b84ba7a30d4bd55a0fcf2d2022-03-07 21:29:11 2022-03-07
> 21:29:11 2022-03-07 10:59:00
>  n   0/1 0/100   1970-01-01 00:00:00
> = END
>
>
>
>
> The Settings are:
> GnuCash preferences: Auto-create new Transaction is checked
> Overview settings in Scheduled Transaction for this transaction are:
>
> Under Options: Enabled, create automatically, Notify me when created and
> create in advance 10 days all checked.
>
> Under Occurrences it shows last created 3/17/22 with Forever checked.
>
> 3.  Calendar in Scheduled Transactions also shows the dark blue
> indicator gone for todays transaction but shows transaction is still
> scheduled for future months.
>
> I also opened GnuCash in the Terminal hoping to see what happened when it
> opened.  Gnucash opened, but I got no output using command:
>
>  open -a Gnucash.app
>
> Is there something else I need to add to this command to get terminal
> output when opening Gnucash from Terminal?
>
> This may be something simple that I am overlooking so any help would be
> appreciated.
>
> ___
> 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.
>


-- 
David Carlson
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[GNC] Scheduled Transactions creating but not posting in register

[smada46]

MacOS Monterey Version 12.2.1
Gnucash Version: Version: 4.8  Build ID: 4.8a+(2021-09-28)

My scheduled transactions have suddenly stopped posting in the applicable 
registers.  The Since Last Run window shows them being created, but the created 
word is greyed, not dark.  See example below for Powder River #2 Test created 
on 3/7 or ten days ahead of pay date of 3/17.

Screen shot of Since Last Run showing Sched Trans was created.



 
Below is the log when GnuCash was opened on 3/7 when Scheduled Transaction 
Powder River #2 Test was to be created.  Log shows nothing for transaction 
Powder River #2 Test even though Since Last Run window shows it was created.  
The date shows but there is no name for the transaction.  The template rightly 
does not include numbers yet because there are no values in the template, only 
accounts.

mod trans_guid  split_guid  time_nowdate_entered
date_posted acc_guidacc_namenum description notes   
memoaction  reconciled  amount  value   date_reconciled
-
= START
D   7185ad9215f74efa8db5062eef5a4bc7
d292a5b0688446c7bbf380b7bcc2f2642022-03-07 21:29:11 2022-03-07 
21:29:11 2022-03-07 10:59:00
 n   0/1 0/100   1970-01-01 00:00:00
= END
= START
D   e35c7289e14b46429743d3ab9bfc4007
ec413581da974bd085e2ab1caeb739532022-03-07 21:29:11 2022-03-07 
21:29:11 2022-03-07 10:59:00
 n   0/1 0/100   1970-01-01 00:00:00
= END
= START
D   addf95dc00a245f29f90d0b0510816f0
0b4cd8ef76b84ba7a30d4bd55a0fcf2d2022-03-07 21:29:11 2022-03-07 
21:29:11 2022-03-07 10:59:00
 n   0/1 0/100   1970-01-01 00:00:00
= END




The Settings are: 
GnuCash preferences: Auto-create new Transaction is checked
Overview settings in Scheduled Transaction for this transaction are:

Under Options: Enabled, create automatically, Notify me when created and create 
in advance 10 days all checked. 
 
Under Occurrences it shows last created 3/17/22 with Forever checked.

3.  Calendar in Scheduled Transactions also shows the dark blue 
indicator gone for todays transaction but shows transaction is still scheduled 
for future months.

I also opened GnuCash in the Terminal hoping to see what happened when it 
opened.  Gnucash opened, but I got no output using command:
 
 open -a Gnucash.app

Is there something else I need to add to this command to get terminal output 
when opening Gnucash from Terminal?

This may be something simple that I am overlooking so any help would be 
appreciated.

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Re: [GNC] Scheduled Transactions - Upcoming Transactions

[Mike Stillingfleet]

Ok, so the problem of not seeing all the scheduled transactions has resolved 
itself by closing GNU down and restarting it. And indeed now I see the pending 
transactions in January as well as future months. So it appears to have been 
resolved by switching gnu off and back on.

On Wed, Jan 5, 2022, at 1:43 PM, David Carlson wrote:
> Where does it stop working?  Do the transactions appear in the Since Last Run 
> window ehen you start the program?
> 
> On Wed, Jan 5, 2022 at 6:03 AM Mike Stillingfleet 
>  wrote:
>> 
>> Dear All,
>> 
>> I have recently upgraded to:
>> 
>> Version: 4.8
>> Build ID: 4.8a+(2021-09-28)
>> 
>> In Scheduled Transactions I would like to see all future transactions 
>> including those not yet posted in the current month.
>> 
>> What I see is the first scheduled transaction only and I see those for the 
>> next month onwards and nothing for the current month/
>> 
>> Is there a way of doing this?
>> 
>> TIA
>> 
>> -- 
>>   Mike Stillingfleet
>>   mikestillingfl...@fastmail.co.uk
>> ___
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> 
> 
> -- 
> David Carlson

-- 
  Mike Stillingfleet
  mikestillingfl...@fastmail.co.uk

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Re: [GNC] Scheduled Transactions - Upcoming Transactions

[David Carlson]

Where does it stop working?  Do the transactions appear in the Since Last
Run window ehen you start the program?

On Wed, Jan 5, 2022 at 6:03 AM Mike Stillingfleet <
mikestillingfl...@fastmail.co.uk> wrote:

>
> Dear All,
>
> I have recently upgraded to:
>
> Version: 4.8
> Build ID: 4.8a+(2021-09-28)
>
> In Scheduled Transactions I would like to see all future transactions
> including those not yet posted in the current month.
>
> What I see is the first scheduled transaction only and I see those for the
> next month onwards and nothing for the current month/
>
> Is there a way of doing this?
>
> TIA
>
> --
>   Mike Stillingfleet
>   mikestillingfl...@fastmail.co.uk
> ___
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-- 
David Carlson
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[GNC] Scheduled Transactions - Upcoming Transactions

[Mike Stillingfleet]

Dear All,

I have recently upgraded to:

Version: 4.8
Build ID: 4.8a+(2021-09-28)

In Scheduled Transactions I would like to see all future transactions including 
those not yet posted in the current month.

What I see is the first scheduled transaction only and I see those for the next 
month onwards and nothing for the current month/

Is there a way of doing this?

TIA

-- 
  Mike Stillingfleet
  mikestillingfl...@fastmail.co.uk
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Re: [GNC] Scheduled transactions details

[Kalpesh Patel]

Oh, that is good to hear. Appreciate that tip, Tommy.

 

With that I can make it fit into my needs for sure, for a scheduled transaction.

 

As for amortized loans, it is indeed difficult to use in GNC as there is not a 
clean way to have it recalculate based on the fact that you may have made 
additional principal payments now and then but the next payment does not 
recalculate up correctly. If there is a way to do so then I simply haven’t 
gotten to know the specific mechanics at this time and that education is 
definitely welcome. I know Quicken was very good at loans but I have moved away 
from it for good so that is one sure thing I miss from there …

 

PS: No need to worry about late responses … it is always  better to get it in 
then never …

 

From: Tommy Trussell  
Sent: Monday, November 15, 2021 10:51 PM
To: Kalpesh Patel 
Cc: David Carlson ; Gnucash Users 

Subject: Re: [GNC] Scheduled transactions details

 

 

On Thu, Nov 4, 2021 at 2:34 PM Kalpesh Patel mailto:kalpesh.pa...@usa.net> > wrote:

David,

Thank you for that primer appreciate it.

Boy was I under huge mis-understanding behind their intent for sure. My 
understanding of “value” was more aligned with like value of the transaction at 
hand for me, for example like $90 for the monthly train pass as a scheduled 
transaction.

Since I deal only with US Dollars currency, should that be just a value of 1? I 
reckon that I won’t have any transactions that creates imbalance.

 

I know I'm way late responding here (behind on my email) but I'd like to say 
your understanding of value is exactly correct. I don't doubt you can use it as 
explained (for currency conversion) but you can also use it as a placeholder 
that fills in and/or calculates the result in a scheduled transaction. Just 
type a "single word" string in the numeric part of a scheduled transaction and 
the Since Last Run dialog will prompt you for the value of that single word 
used as a variable.

 

For example, if you put the word Pass in both the debit and credit fields 
instead of a numeric value, the dialog will put "Pass" on the dialog and prompt 
you for the amount to fill in.

 

You can also enter a more complicated transaction with (one or more?) variable 
and numeric actions, such as Pass*1.09 (to automatically add nine percent to 
any amount you type).

 

You will quickly run into some limitations -- for example it would be really 
keen if you could automatically calculate the splits on amortized loans, but 
the needed functions just don't exist in the Scheduled Transaction parser. Back 
when I had a mortgage in my scheduled transactions, I just had it insert a 
realistic split every month for the principal, escrow, etc. then go back and 
fix the amounts to the penny every quarter to correspond with the bank's 
statement. 

 

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Re: [GNC] Scheduled transactions details

[Tommy Trussell]

On Thu, Nov 4, 2021 at 2:34 PM Kalpesh Patel  wrote:

> David,
>
> Thank you for that primer appreciate it.
>
> Boy was I under huge mis-understanding behind their intent for sure. My
> understanding of “value” was more aligned with like value of the
> transaction at hand for me, for example like $90 for the monthly train pass
> as a scheduled transaction.
>
> Since I deal only with US Dollars currency, should that be just a value of
> 1? I reckon that I won’t have any transactions that creates imbalance.
>
>
I know I'm way late responding here (behind on my email) but I'd like to
say your understanding of value is exactly correct. I don't doubt you can
use it as explained (for currency conversion) but you can also use it as a
placeholder that fills in and/or calculates the result in a scheduled
transaction. Just type a "single word" string in the numeric part of a
scheduled transaction and the Since Last Run dialog will prompt you for the
value of that single word used as a variable.

For example, if you put the word Pass in both the debit and credit fields
instead of a numeric value, the dialog will put "Pass" on the dialog and
prompt you for the amount to fill in.

You can also enter a more complicated transaction with (one or more?)
variable and numeric actions, such as Pass*1.09 (to automatically add nine
percent to any amount you type).

You will quickly run into some limitations -- for example it would be
really keen if you could automatically calculate the splits on amortized
loans, but the needed functions just don't exist in the Scheduled
Transaction parser. Back when I had a mortgage in my scheduled
transactions, I just had it insert a realistic split every month for the
principal, escrow, etc. then go back and fix the amounts to the penny every
quarter to correspond with the bank's statement.


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Re: [GNC] Scheduled transactions details

[Kalpesh Patel]

David,

 

Thank you for that primer appreciate it.

 

Boy was I under huge mis-understanding behind their intent for sure. My 
understanding of “value” was more aligned with like value of the transaction at 
hand for me, for example like $90 for the monthly train pass as a scheduled 
transaction.

 

Since I deal only with US Dollars currency, should that be just a value of 1? I 
reckon that I won’t have any transactions that creates imbalance.

 

From: David Carlson  
Sent: Tuesday, November 02, 2021 12:43 PM
To: Kalpesh Patel 
Cc: Gnucash Users 
Subject: Re: [GNC] Scheduled transactions details

 

I'll take a stab at answering these questions.

 

1 the value column comes into play when there are accounts valued in more than 
one currency or security and there is an exchange involved.   The most common 
case is an investment transaction.   The Since Last Run   needs manual input 
to assign an exchange valuation to the transaction. 

 

2 All transactions must be balanced with equal debits and credits.  The 
Scheduled Transaction Editor cannot test amounts defined with variables for 
balance.   The Since Last Run   can force the user to assign an exchange rate 
where needed, but for cases where there is still an imbalance in a single 
currency GnuCash will automatically assign it to an imbalance account in the 
specific currency. 

 

On Tue, Nov 2, 2021, 9:02 AM Kalpesh Patel mailto:kalpesh.pa...@usa.net> > wrote:

Hi Everyone –



Two questions –



1 - I noticed that the “Value” column next to “Status” in the “Since Last
Run …” window that pops-up when GNC is launched or manually run from
‘Actions” à ‘Scheduled Transaction’ à ‘Since Last Run…’ is blank. I know I
have some scheduled ones that have fixed amount so I was wondering where
that setting is configured to show the value of that transaction. All of my
scheduled transactions are set as reminder in advance and create in advance
if that is in play somehow.



2 – In scheduled transaction editor, is there a column that shows the amount
of the transaction, whether fixed amount or the formula? I think not given
that it could be a split transaction that would be difficult to represent in
a condensed format. I checked the column selector drop down and I don’t see
one so not likely but I figure I ask in case it is there and can be made to
seeable.



I am running GNC 4.8 on Windows 10.



Thanks.

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Re: [GNC] Scheduled transactions details

[David Carlson]

I'll take a stab at answering these questions.

1 the value column comes into play when there are accounts valued in more
than one currency or security and there is an exchange involved.   The most
common case is an investment transaction.   The Since Last Run   needs
manual input to assign an exchange valuation to the transaction.

2 All transactions must be balanced with equal debits and credits.  The
Scheduled Transaction Editor cannot test amounts defined with variables for
balance.   The Since Last Run   can force the user to assign an exchange
rate where needed, but for cases where there is still an imbalance in a
single currency GnuCash will automatically assign it to an imbalance
account in the specific currency.


On Tue, Nov 2, 2021, 9:02 AM Kalpesh Patel  wrote:

> Hi Everyone –
>
>
>
> Two questions –
>
>
>
> 1 - I noticed that the “Value” column next to “Status” in the “Since Last
> Run …” window that pops-up when GNC is launched or manually run from
> ‘Actions” à ‘Scheduled Transaction’ à ‘Since Last Run…’ is blank. I know I
> have some scheduled ones that have fixed amount so I was wondering where
> that setting is configured to show the value of that transaction. All of my
> scheduled transactions are set as reminder in advance and create in advance
> if that is in play somehow.
>
>
>
> 2 – In scheduled transaction editor, is there a column that shows the
> amount
> of the transaction, whether fixed amount or the formula? I think not given
> that it could be a split transaction that would be difficult to represent
> in
> a condensed format. I checked the column selector drop down and I don’t see
> one so not likely but I figure I ask in case it is there and can be made to
> seeable.
>
>
>
> I am running GNC 4.8 on Windows 10.
>
>
>
> Thanks.
>
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[GNC] Scheduled transactions details

[Kalpesh Patel]

Hi Everyone –

 

Two questions –

 

1 - I noticed that the “Value” column next to “Status” in the “Since Last
Run …” window that pops-up when GNC is launched or manually run from
‘Actions” à ‘Scheduled Transaction’ à ‘Since Last Run…’ is blank. I know I
have some scheduled ones that have fixed amount so I was wondering where
that setting is configured to show the value of that transaction. All of my
scheduled transactions are set as reminder in advance and create in advance
if that is in play somehow.

 

2 – In scheduled transaction editor, is there a column that shows the amount
of the transaction, whether fixed amount or the formula? I think not given
that it could be a split transaction that would be difficult to represent in
a condensed format. I checked the column selector drop down and I don’t see
one so not likely but I figure I ask in case it is there and can be made to
seeable.

 

I am running GNC 4.8 on Windows 10.

 

Thanks.

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Re: [GNC] Scheduled transactions do not appear in the register until is pressed

[David H]

John, thanks for the clarification.

Cheers David H.


On Tue, 5 Oct 2021 at 07:43, John Ralls  wrote:

>
>
> > On Oct 4, 2021, at 2:18 PM, David H  wrote:
> >
> > The only thing I'm not sure about is what the difference is between
> clicking Cancel and clicking OK on the popup as I get the txns regardless
> :-)
>
> Probably because all of your transactions are set to create automatically,
> so the SLR is just telling you that they've been created.
>
> Regards,
> John Ralls
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