Re: [GNC] Placeholder accounts and scheduled transactions

2024-07-31 Thread Stan Brown (using GC 4.14)
Thank you, Gyle. I have entered https://bugs.gnucash.org/show_bug.cgi?id=799393 Stan Brown Tehachapi, CA, USA https://BrownMath.com On 2024-07-31 08:30, Gyle McCollam wrote: > Stan, > I created a SX in 5.8 and it still allows this.  Go ahead and file your > bug report. > > Thank You,  

Re: [GNC] Placeholder accounts and scheduled transactions

2024-07-31 Thread Gyle McCollam
C 4.14) Sent: Wednesday, July 31, 2024 10:08 AM To: GnuCash User List Subject: [GNC] Placeholder accounts and scheduled transactions This month I changed "Cash and Banks" to a placeholder account, and added subaccounts for actual cash and each of my bank accounts. But I have a cou

[GNC] Placeholder accounts and scheduled transactions

2024-07-31 Thread Stan Brown (using GC 4.14)
This month I changed "Cash and Banks" to a placeholder account, and added subaccounts for actual cash and each of my bank accounts. But I have a couple of scheduled transactions that credit or debit Cash and Banks, and I forgot to change those. To my surprise, when the transactions

Re: [GNC] Scheduled Transactions

2024-03-23 Thread 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 wi

Re: [GNC] Scheduled Transactions

2024-03-23 Thread 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

[GNC] Scheduled Transactions

2024-03-23 Thread 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 W

Re: [GNC] Scheduled Transactions gnucash-5.5

2023-12-27 Thread mjchurchil--- via gnucash-user
eebsd. 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 Transac

Re: [GNC] Scheduled Transactions gnucash-5.5

2023-12-25 Thread john
> >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

Re: [GNC] Scheduled Transactions gnucash-5.5

2023-12-25 Thread 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

[GNC] Scheduled Transactions gnucash-5.5

2023-12-25 Thread 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

Re: [GNC] Scheduled Transactions status cannot be changed

2023-12-22 Thread 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

Re: [GNC] Scheduled Transactions status cannot be changed

2023-12-21 Thread Jon Schewe
; 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 (upgr

Re: [GNC] Scheduled Transactions status cannot be changed

2023-12-21 Thread john
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 >>> A

Re: [GNC] Scheduled Transactions status cannot be changed

2023-12-21 Thread Jon Schewe
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 s

Re: [GNC] Scheduled Transactions status cannot be changed

2023-12-21 Thread Peter Jackson
Gnucash 5.5 I also have this problem. Peter ___ 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

Re: [GNC] Scheduled Transactions status cannot be changed

2023-12-19 Thread lj
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

[GNC] Scheduled Transactions status cannot be changed

2023-12-19 Thread 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

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

2023-11-01 Thread R Losey
I see that I forgot to reply all in my reply, so I'm forwarding the thread with Stan's latest reply. -- Forwarded message - From: Stan Brown (using GC 4.14) Date: Tue, Oct 31, 2023 at 5:32 PM Subject: Re: [GNC] Scheduled Transactions: Monday before the 4th Wednesday T

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

2023-11-01 Thread Stan Brown (using GC 4.14)
th 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 befo

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

2023-11-01 Thread Kevin Buckley via gnucash-user
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 Wed

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

2023-10-31 Thread 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 Nov

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

2023-10-22 Thread Adrien Monteleone
set 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

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

2023-10-22 Thread 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

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

2023-10-22 Thread 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

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

2023-10-22 Thread 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 irrelevan

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

2023-10-20 Thread 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

Re: [GNC] Scheduled transactions

2023-10-13 Thread 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

[GNC] Scheduled transactions

2023-10-13 Thread 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

Re: [GNC] Scheduled Transactions

2023-06-08 Thread Gyle McCollam
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.

Re: [GNC] Scheduled Transactions

2023-06-08 Thread David H
3 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.

[GNC] Scheduled Transactions

2023-06-08 Thread 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

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-28 Thread Adrien Monteleone
he amount or the account name in the reminder pop for the scheduled transaction is a huge bummer for me as well. I have multiple scheduled transactions to the same institutions on the same date for different assets and I have to make a note of it in each transaction's name to discern them

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-28 Thread Fred Bone
On 28 January 2023 at 9:55, Kalpesh Patel said: > Not able to see the amount or the account name in the reminder pop for > the scheduled transaction is a huge bummer for me as well. > > > > I have multiple scheduled transactions to the same institutions on the > sa

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-28 Thread Kalpesh Patel
Not able to see the amount or the account name in the reminder pop for the scheduled transaction is a huge bummer for me as well. I have multiple scheduled transactions to the same institutions on the same date for different assets and I have to make a note of it in each transaction's

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-28 Thread 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 differ

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-28 Thread David T. via gnucash-user
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

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread David T. via gnucash-user
It seems to me that the OP is running up against the fact that GnuCash has always been focused on Real, rather than Potential, transactions, since it follows a more strict accounting perspective. Users encounter this with Scheduled transactions; they encounter it with budgets; they encounter it

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-27 Thread 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

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread David Carlson
Would it be possible to rework the Future Scheduled Transactions Summary report to display the scheduled transactions? On Fri, Jan 27, 2023 at 4:15 PM Michael or Penny Novack < stepbystepf...@comcast.net> wrote: > > > If you mean in number 1 that there's no way to speci

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Michael or Penny Novack
If you mean in number 1 that there's no way to specify a future exchange rate, that's correct. ROFL If it were possible for gnucash to CORRECTLY predict what exchange rates will be at some future date then I wouldn't be using it just to automate my bookkeeping. I'd be using it to make a L

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Jan via gnucash-user
ckbox "create automatically", I always get an error message: "Scheduled transactions with variables or involving more than one commodity cannot automatically be created." That now makes sense to me as GnuCash probably expects me to specify a current exchange rate at the time of po

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Stephen
modity scheduled transaction will require you to enter the exchange rate in the Since Last Run dialog. There is indeed no summary report of scheduled transactions. Regards, John Ralls ___ gnucash-user mailing list gnucash-user@gnucash.org To update yo

Re: [GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread john
#x27;t be done: > > > > 1.No option to schedule future transaction if an exchange rate is > involved - workaround manual transaction (detriment: effort and chance to > forget) > 2.No option to see the value of scheduled transactions in one list or > report - work

[GNC] GnuCash: What scheduled transactions can't do

2023-01-27 Thread Jan via gnucash-user
rkaround manual transaction (detriment: effort and chance to forget) 2. No option to see the value of scheduled transactions in one list or report - workaround is clicking into every transaction and then the template tab (detriment: effort and less overview) Thanks for any s

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-15 Thread John Layman
n 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

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-14 Thread Adrien Monteleone
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 l

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-14 Thread David Carlson
inal 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 Wind

Re: [GNC] Scheduled Transactions Window Sorting

2023-01-14 Thread David T. via gnucash-user
rom: 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 transact

[GNC] Scheduled Transactions Window Sorting

2023-01-13 Thread 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

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread 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

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread 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 th

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread 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:

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread 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

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread 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 y

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread 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 W

Re: [GNC] Scheduled Transactions Question

2023-01-13 Thread 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 behavin

[GNC] Scheduled Transactions Question

2023-01-13 Thread 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 Check

Re: [GNC] Variables in Scheduled transactions

2023-01-09 Thread John Layman
ssage- From: gnucash-user On Behalf Of Stan Brown (using GC 2.6.19) Sent: Saturday, January 7, 2023 7:37 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Variables in Scheduled transactions > On 1/7/23 12:23 PM, Stan Brown (using GC 2.6.19) wrote: >> Update -- 2.6.19 does prompt only onc

Re: [GNC] Variables in Scheduled transactions

2023-01-07 Thread Stan Brown (using GC 2.6.19)
> On 1/7/23 12:23 PM, Stan Brown (using GC 2.6.19) wrote: >> Update -- 2.6.19 does prompt only once per variable, after all. >> >> I thought it did, because, when the transaction fires, the UI for >> prompting for an amount and accepting is pretty confusing (to me, >> anyway). I entered the amoun

Re: [GNC] Variables in Scheduled transactions

2023-01-07 Thread Adrien Monteleone
Glad to hear you got it squared away. I'm not sure if this has to do with my SX preferences, but I no longer get a pop-up window for variables. There is an entry field in the Since Last Run dialog to enter them. (which I have to Tab out of to commit) That may have been implemented after 2.6.19

Re: [GNC] Variables in Scheduled transactions

2023-01-07 Thread Stan Brown (using GC 2.6.19)
Update -- 2.6.19 does prompt only once per variable, after all. I thought it did, because, when the transaction fires, the UI for prompting for an amount and accepting is pretty confusing (to me, anyway). I entered the amount and clicked the OK button, but was immediately prompted again for the sa

Re: [GNC] Scheduled transactions

2023-01-05 Thread John Layman
alf 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 bal

Re: [GNC] Scheduled transactions

2023-01-05 Thread R Losey
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, e

Re: [GNC] Variables in Scheduled transactions

2023-01-05 Thread Stan Brown
On 2023-01-05 02:17, Adrien Monteleone wrote: > Are you using GnuCash 4.13? > > I just tested this and I only get one prompt. > > Regards, > Adrien > > On 1/4/23 10:53 PM, Stan Brown wrote: >> Debit: Liabilities:Mortgage Principal  900-intamt >> Debit: Expenses:Mortgage Interest  intamt >>

Re: [GNC] Scheduled transactions

2023-01-05 Thread 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

Re: [GNC] Variables in Scheduled transactions

2023-01-05 Thread Adrien Monteleone
Are you using GnuCash 4.13? I just tested this and I only get one prompt. Regards, Adrien On 1/4/23 10:53 PM, Stan Brown wrote: My mortgage payment (say 900.00) is the same each month, but of course every month interest (intamt) is a few cents less and principal (900-intamt) the same few cents

[GNC] Variables in Scheduled transactions

2023-01-04 Thread Stan Brown
On 2023-01-04 14:20, David H wrote: > 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 !!! My mortgage payment (say 900.00) is the s

Re: [GNC] Scheduled transactions

2023-01-04 Thread R Losey
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 &

Re: [GNC] Scheduled transactions

2023-01-04 Thread 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 c

Re: [GNC] Scheduled transactions

2023-01-04 Thread David Carlson
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. &

Re: [GNC] Scheduled transactions

2023-01-04 Thread 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

Re: [GNC] Scheduled transactions

2023-01-04 Thread 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 state

Re: [GNC] Scheduled transactions

2023-01-02 Thread 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

[GNC] Scheduled transactions

2023-01-02 Thread 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

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

2022-08-13 Thread 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&

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

2022-08-13 Thread 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 nigh

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

2022-08-12 Thread 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 > night

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

2022-08-12 Thread 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.gnuca

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

2022-08-12 Thread 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 8:4

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

2022-08-12 Thread 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 requi

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

2022-08-11 Thread 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_pr

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

2022-08-11 Thread Glenn Fowler
>> 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&#x

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

2022-08-11 Thread John Ralls
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

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

2022-08-11 Thread Adrien Monteleone
sue 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 m

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

2022-08-11 Thread Glenn Fowler
h 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 ent

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

2022-08-11 Thread 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 rem

Re: [GNC] Scheduled Transactions

2022-04-13 Thread Gyle McCollam
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

Re: [GNC] Scheduled Transactions

2022-04-13 Thread 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

[GNC] Scheduled Transactions

2022-04-13 Thread 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 t

Re: [GNC] Scheduled transactions feature or bug?

2022-04-13 Thread 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

Re: [GNC] Scheduled transactions feature or bug?

2022-04-13 Thread 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: Tu

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread Adrien Monteleone
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

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread David Carlson
. 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 Fow

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread 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 or

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread 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 majo

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread Stephen M. Butler
e, 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 t

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread 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". Da

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread Dale Alspach
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

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread Glenn Fowler
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-Us

Re: [GNC] Scheduled transactions feature or bug?

2022-04-12 Thread Gyle McCollam
d 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

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