Thank you Adrien!
But I still don't understand HOW to rerun the SX using a date in the past... My
SX has many lines and deleting/re-writing it would be a hassle.
> Questions:
> How can the Scheduled be re-run for prior periods?
Thanks for your help!
BDP
On 2/13/21, 7:25 AM, "gnucash-user on behalf of Adrien Monteleone"
<gnucash-user-bounces+bdp3=gmx....@gnucash.org on behalf of
adrien.montele...@lusfiber.net> wrote:
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
_______________________________________________
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
_______________________________________________
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
