Creating a transaction for a total amount as of a certain date doesn't seem particularly useful. What if you have a dispute, or a return, or a transaction that is not accurate, or needs correction? An automatically-created transaction will need to be corrected as well.
Gnucash provides an option during the final step of the reconcile process to create a payment in the total statement amount. From an accounting perspective, this is the best point to create this payment. You have just established that your books and theirs match, and the amount due is confirmed. If you're not seeing this dialog during the reconcile process, you have turned the feature off for that account, but it can be reset. Just don't ask me how... David T. -------- Original Message -------- From: Aleksandar Kocic <akoci...@gmail.com> Sent: Tue Jul 27 21:51:04 EDT 2021 To: David Carlson <david.carlson....@gmail.com> Cc: Gyle McCollam <gmccol...@live.com>, "gnucash-user@gnucash.org" <gnucash-user@gnucash.org>, Derek Atkins <de...@ihtfp.com> Subject: Re: [GNC] Scheduled transaction with variable amount Thanks, While there is a way to not enter the amount, it is not an automated process, and, in a sense, it is not different from putting a random value and changing it later. Also, if a transaction can't be created automatically, it means it will be even more manual steps to get it done. What I was looking for is a scheduler checking the account balance and setting the value automatically. Maybe one day. Regards, Aleksandar On Tue, Jul 27, 2021 at 8:43 PM David Carlson <david.carlson....@gmail.com> wrote: > Gyle, > > I believe you cannot create a transaction with a variable automatically > created, i.e. do not check the second box in the editor screen. Then it > will ask for a value when you run the since last run assistant. > > On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam <gmccol...@live.com> wrote: > > > Derek, this is something I was looking for, however when I tried to put > > "total" in the debit and credit formula it wouldn't allow the "s. So I > > tried with the quotes and it wouldn't save the scheduled transaction. > See > > the attach screen shot. Can you tell me what I did wrong? > > > > [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] > > > > Thank You, > > > > Gyle McCollam > > > > Gyle McCollam > > > > 609.680.2326 Mobile > > > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > > ________________________________ > > From: gnucash-user <gnucash-user-bounces+gylemc=gmail....@gnucash.org> > on > > behalf of Derek Atkins <de...@ihtfp.com> > > Sent: Tuesday, July 27, 2021 4:37 PM > > To: Aleksandar Kocic <akoci...@gmail.com> > > Cc: Gnucash Users <gnucash-user@gnucash.org> > > Subject: Re: [GNC] Scheduled transaction with variable amount > > > > Hi, > > > > On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > > > Hi there, > > > > > > I wonder if it would be possible to schedule a transaction with a > > variable > > > amount. For example, if I want to schedule a credit card payment, I > need > > > to > > > provide a fixed amount per transaction although we know that these > > > amounts vary month to month. Instead, it would be nice to have a way to > > > set > > > a transaction that would just pay the balance every month. > > > > Yes, just put a variable (string) in the debit/credit formula. Eg, > > "total". When the SX fires, it will ask you for the actual amount to put > > in. > > > > Enjoy. > > > > > > > > Please advise. > > > > > > Regards, > > > Aleksandar > > > > > Please remember to CC this list on all your replies. > > > You can do this by using Reply-To-List or Reply-All. > > > > -derek > > > > -- > > Derek Atkins 617-623-3745 > > de...@ihtfp.com www.ihtfp.com<http://www.ihtfp.com> > > Computer and Internet Security Consultant > > > > _______________________________________________ > > 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. > > > > > -- > David Carlson > _______________________________________________ > 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.
