A couple of things that might assist... 1. Right click on any txn and click Schedule down near the bottom of the context menu to create a scheduled txn from an existing txn.
2. Use the Actions >> Scheduled Transactions >> Since Last Run... menu item to do a manual catchup run if you've setup a scheduled txn that has txn's to be created that are prior to today + the create in advance period. I've always found it easier to delete the wrong scheduled txn and create a new one using item 1 above as it seems to remember the last run date/next occurrence due and doesn't seem to fire if I try updating the old scheduled txn. Cheers David H. On Sun, 14 Feb 2021 at 15:04, bdp3 <b...@gmx.com> wrote: > 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. > _______________________________________________ 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.
