On 2/12/21 9:50 PM, bdp3 wrote:
Questions:
How can the Scheduled be re-run for prior periods? Can this be done? How? Is
it necessary to delete the Schedule and start all over with a new one?
Maybe, but if you have to re-create the SX (Scheduled Transaction) and
delete the current one, that isn't too painful. (unless you have lots of
SX in play for this case)
The Schedule in question is basically a distribution of salary costs and
benefits, may of which are direct percentage relations to salary. Is it
possible to enter formulas into the Schedule in such a way that all/most
split-accounts are updated simply by changing the salary amount?
Yes, I've done that when trying to work out an 'envelope method' for
savings.
Use a variable in each split and name it something useful, like
"net_pay", then use a multiplier for the distribution:
net_pay*.0125, e.g. to set that split equal to 1.25% of net_pay
You'll want to carefully make sure your distributions add up to 100% of
net_pay or you'll end up with an Imbalance split. (which you can always
manually fix upon creation)
When the SX fires, you'll see a prompt to enter a value for 'net_pay',
then the SX will dutifully calculate and fill in the splits for you.
I highly recommend to always tick the box to "Review created
transactions", to make sure you don't have a rounding error creating an
Imbalance split.
Regards,
Adrien
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