Re: [GNC] Future transactions

2019-06-13 Thread AEG via gnucash-user
Thanks David, David Carlson-4 wrote > I believe one important take-away from this thread is that there are many > ways to use scheduled transaction s and there is no one best way that > works > for all users. > > If a developer were to tackle some of the bugs and feature requests in > this > are

Re: [GNC] Future transactions

2019-06-13 Thread David Carlson
I believe one important take-away from this thread is that there are many ways to use scheduled transaction s and there is no one best way that works for all users. If a developer were to tackle some of the bugs and feature requests in this area it would be important to avoid "breaking" one use to

Re: [GNC] Future transactions

2019-06-13 Thread AEG via gnucash-user
Thanks Derek. Derek Atkins-3 wrote > Hi, > > On Thu, June 13, 2019 5:16 pm, AEG via gnucash-user wrote: > >> Yes, I agree that the correct present and future balances show in the >> individual account registers, but in the COA, the "Total" figures reflect >> the estimated future balance rather

Re: [GNC] Future transactions

2019-06-13 Thread Derek Atkins
Hi, On Thu, June 13, 2019 5:16 pm, AEG via gnucash-user wrote: > Yes, I agree that the correct present and future balances show in the > individual account registers, but in the COA, the "Total" figures reflect > the estimated future balance rather than the current balance and is > therefore misl

Re: [GNC] Future transactions

2019-06-13 Thread AEG via gnucash-user
Thanks Colin. Colin Law wrote > On Thu, 13 Jun 2019 at 21:36, AEG via gnucash-user > < > gnucash-user@ > > wrote: >> ... >> I don't understand why anyone would actually want to CREATE >> transactions in advance because they affect the account balances, which >> is >> not something I want to do.

Re: [GNC] Future transactions

2019-06-13 Thread Colin Law
On Thu, 13 Jun 2019 at 21:36, AEG via gnucash-user wrote: > ... > I don't understand why anyone would actually want to CREATE > transactions in advance because they affect the account balances, which is > not something I want to do. When transactions are entered in advance they go in with the cor

Re: [GNC] Future transactions

2019-06-13 Thread AEG via gnucash-user
As the originator of this thread, I apologise for my message silence over the last 11 days while I've been away, but I'd like to thank Adrien, David, Colin and Derek for their much appreciated contributions during that time. I've recently realised that I made a mistake in saying that I'd previousl

Re: [GNC] Future transactions

2019-06-03 Thread Derek Atkins
Hi, AEG via gnucash-user writes: > Hi Derek, > > Yes, GnuCash has been started many times since I set the "Create in Advance" > feature under Edit/Preferences/Scheduled Transactions, soon after I started > using GnuCash a couple of years ago. I had hoped that it would cause future > scheduled tr

Re: [GNC] Future transactions

2019-06-03 Thread Colin Law
On Mon, 3 Jun 2019 at 03:34, David Carlson wrote: > > I believe the preferences for scheduled transactions only apply as defaults > when creating new scheduled transactions. Which is exactly what it says on the dialog "Transaction Editor Defaults", so that is the default value used when creating

Re: [GNC] Future transactions

2019-06-02 Thread David Carlson
I believe the preferences for scheduled transactions only apply as defaults when creating new scheduled transactions. David Carlson On Sun, Jun 2, 2019, 4:44 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > While it may be more than you want to bite off, using the Business > Featu

Re: [GNC] Future transactions

2019-06-02 Thread Adrien Monteleone
While it may be more than you want to bite off, using the Business Features for regular bills like utilities and credit cards will provide you with a “Bills Due Reminder” that will fire on first run, or whenever you want. It really isn’t difficult to work with once you get started. I use it for

Re: [GNC] Future transactions

2019-06-02 Thread AEG via gnucash-user
Hi Derek, Yes, GnuCash has been started many times since I set the "Create in Advance" feature under Edit/Preferences/Scheduled Transactions, soon after I started using GnuCash a couple of years ago. I had hoped that it would cause future scheduled transactions to show in my accounts, just as I'd

Re: [GNC] Future transactions

2019-06-02 Thread AEG via gnucash-user
Christopher, Thanks for your suggestion but I haven't found the 'Balance Forecast' report in the version I'm using. I'm also not looking for a report but simply want to be able to see future transactions in each account (which I can do) without them occupying the visible screen when the window op

Re: [GNC] Future transactions

2019-06-02 Thread Derek Atkins
HI, On Sun, June 2, 2019 4:46 pm, AEG via gnucash-user wrote: [snip] > > (3) I had previously been expecting the Edit/Preferences/Scheduled > Transactions "Create in Advance" /x/ days setting to do what I wanted and > have tried it before, but it appears to do nothing; at least I haven't > noticed

Re: [GNC] Future transactions

2019-06-02 Thread AEG via gnucash-user
Eric Thank you for your input; I checked each of your suggestions and my findings are as follows... (1) The sort order doesn't have the desired effect, so I then looked suggestion 2... (2) This appears to be exactly what I want, as long as the blank transaction appears at the bottom of the scree

Re: [GNC] Future transactions

2019-06-02 Thread Christopher Lam
Your best bet is the 'Balance Forecast' report, a recent contribution. On Sun, 2 Jun 2019 at 15:20, AEG via gnucash-user wrote: > Hi Liz, > > Thank you for your suggestion. > > > Liz wrote > > On Sun, 2 Jun 2019 02:09:27 -0500 (CDT) > > AEG via gnucash-user < > > > gnucash-user@ > > > > wrote: >

Re: [GNC] Future transactions

2019-06-02 Thread AEG via gnucash-user
Hi Liz, Thank you for your suggestion. Liz wrote > On Sun, 2 Jun 2019 02:09:27 -0500 (CDT) > AEG via gnucash-user < > gnucash-user@ > > wrote: > >> Is there a setting I can adjust to make the account screen display (by >> default) only the current/past transactions but allow future >> transac

Re: [GNC] Future transactions

2019-06-02 Thread Adrien Monteleone
> On Jun 2, 2019, at 6:10 AM, Eric Coates wrote: > > ... > > It's surprising what you (that is "I") learn in attempting to answer questions > It doesn’t surprise me at all. ’Teaching’ is one of the most effective methods of learning. Regards, Adrien __

Re: [GNC] Future transactions

2019-06-02 Thread Eric Coates
Alan A couple of suggestions that may help you - but note that I've found these on my 3.5 version of GnuCash on Ubuntu, may not be the same on 2.6.21/Windows. Working in the register associated with my current (checking) account: (1) Right clicking somewhere in the title bar (Date/Num/etc) b

Re: [GNC] Future transactions

2019-06-02 Thread Liz
On Sun, 2 Jun 2019 02:09:27 -0500 (CDT) AEG via gnucash-user wrote: > Is there a setting I can adjust to make the account screen display (by > default) only the current/past transactions but allow future > transactions to be viewed by scrolling down? > > Alan Just look a little lower, below t

[GNC] Future transactions

2019-06-02 Thread AEG via gnucash-user
Windows 10 GnuCash v. 2.6.21 When viewing my accounts, I like to see how future transactions will affect the balance so that I can prepare for any adjustments that need to be made. Having learnt how to do this in another thread recently, I have set all scheduled transactions to show 14 days in adv