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 or enter an
online payment, I adjust the generated transaction in the register to reflect
the actual date. (If I type a T it will supply Today's date, or if I repeatedly
type + or - it will increment or decrement the date by a day at a time.)
If I'm entering a transaction like a utility bill, I might adjust the exact
date as described on the actual bill (these things often vary based on
weekends, bank holidays, etc.).
Note each scheduled transaction can also respect weekends by automatically
adjusting its date before or after.
Since I bought it up, I will delve into variables...
I can use variables to automatically insert transaction amounts, but they
require some experimentation and patience. For example, if I have the text
"amt" (without the quotes) instead of exact currency amounts in the scheduled
transaction, the Since Last Run druid will not complete until I supply the
amount for the "amt" variable. I must type the amt amount AND press the Enter
key for it to register properly.
But I can enter more complicated formula variables (such as "amt*1.09") in the
numerical fields of the transaction so the druid can calculate tax and other
variable amounts.
(ASIDE: I can use similar textual math, without variables, when I'm entering
transactions in a register, so I find it useful there as well as when composing
scheduled transactions. For example, when I'm keying in my gasoline receipts, I
use the register to calculate my miles per gallon and enter that amount along
with the odometer reading in the transaction memo.)
The scheduled transaction system was designed to allow continually variable
amounts like mortgages, but it's not possible in practice to exactly match the
bank, so the "to the penny" agreement with your principal, interest, escrow,
etc. has to happen by reconciling to your bank's monthly, quarterly, or annual
statements. When I have a mortgage, I don't bother generating the mortgage
calculation. I use fixed amounts and adjust them regularly. This topic has been
discussed numerous times over the years on the GnuCash-User list.
On January 4, 2023 10:40:03 PM CST, R Losey <rlo...@gmail.com> wrote:
>Thanks... this may be useful... I hadn't tried that approach.
>
>I don't usually have things go too far in advance, but I may try it.
>
>I needed this ability recently... I support a charity each year around 01
>Jan... but they had a sponsor matching for 3 times the amount that ended 31
>Dec, so I needed to enter it early. I didn't think about changing the
>"Notify" time, but I instead entered it manually, and then went to the
>Editor and told it to "Skip" the usual entry.
>
>When you tell it to "Create" the transaction, does it enter today's date or
>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 <tommy.truss...@gmail.com>
>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.
>>
>> The secret is to use the "Remind in advance" field in scheduled
>> transactions. For my bills, the statement might usually come on the 15th of
>> the month and draft on the 3rd day of the NEXT month. SO I have my reminder
>> ("remind in advance") come up about 15+3=19 days before the draft date. It
>> takes a few months to figure out about when the bills are usually "in hand"
>> (online or by mail) but I adjust them for the usual, and note the bill
>> dates in the name of the Scheduled Transaction. (For example: "Water
>> bill/15 due/3").
>>
>> If an unusual situation (such as a February?) makes the bills available a
>> few days sooner than usual before the draft date, I can either wait until
>> the later date or temporarily increase the "remind in advance" field.
>>
>> Obviously if the amount doesn't change, such as a mortgage payment, you
>> could use the "Create in advance" field, even months in advance, maybe to
>> help you monitor cash flow.
>>
>> When the Since Last Run dialog comes up, HERE is where you have a "pop-up"
>> you were looking for. The status of each transaction will be listed along
>> with a little chevron to remind you the status can be changed. Change the
>> ones you want to enter now to "To Create." If somehow you've gotten ahead
>> of yourself (or behind the times), change the ones you're not ready from
>> "To Create" to "Reminder."
>>
>> I am tempted to add a tip about using variables, but I'll stop here.
>>
>> On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
>> adrien.montele...@lusfiber.net> wrote:
>>
>> > 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 to your future date.
>> >
>> > But no, there is no way I can see to otherwise execute it.
>> >
>> > Regards,
>> > Adrien
>> >
>> > On 1/3/23 12:36 AM, Fred Tydeman wrote:
>> > > 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 choices: Skip, Run now, Edit, ...
>> >
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>
>
>--
>_________________________________
>Richard Losey
>rlo...@gmail.com
>Micah 6:8
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