I didn't know about the ability to use variables in scheduled transactions. That is a great tip that I may take advantage of, although at the moment it doesn't seem like it saves a whole lot of effort over just leaving variable amounts blank and filling them in when the amount becomes known.
As far as dual currencies go, I have bank accounts in Dollars, USD, and in Pesos, MXN. I often transfer money between them and sometimes pay bills like Uber for example that are denominated in the App in Pesos, but are paid in Dollars from a US bank. When I have a transaction that has one line in one currency and one line in the other, Gnucash asks me the exchange rate. If I know the exact amount in both currencies I check the radio button that lets me use those amounts. If I don't know the exact amount, I just let it use the last exchange rate that it had. Then when I reconcile the bank statement I fix it. It is all pretty easy. Gnucash is a great tool. I write software for a living these days and appreciate the effort of the developers to continue to maintain and improve the program. I have even given thought to trying to help out, but don't have the time right now. Best wishes, Will On 3 Jul 2024, at 15:14, R Losey <rlo...@gmail.com> wrote: Just to keep them separate, I would use usd_amount and chf_amount for the variables. I kind of ignore the currency exchange rate... I enter everything as USD because I live in America, and my bank accounts and credit cards are in USD. So, if I have a euro transaction, I may enter it with a guess, but usually I look up how much it turns into in USD and use that number for the price of the transaction. This of course would not work out if I had some bank accounts in USD and another in CHF. On Wed, Jul 3, 2024 at 1:27 PM Tommy Trussell <tommy.truss...@gmail.com <mailto:tommy.truss...@gmail.com>> wrote: > You might try using one or more variables in a scheduled transaction and it > will prompt you for the variable amount(s) when it creates the transaction. > > SO for example, if you put the letters "amount" (without quotation marks) > in the credit AND debit portions of the scheduled transaction template, it > will prompt you for the "amount" in the Since Last Run dialog. > > Alternatively, you could prompt for the USD / CHF exchange rate, maybe > "exch_rate", and create a formula using that variable and the scheduled > transaction will prompt for it. Scheduled transactions can perform all the > math functions you can do when you're entering transactions. > > If you don't have a way to know the exact amount until later (for your > example, the earliest you can find the CHF exchange rate the US Treasury > uses is after you see the transaction at the bank) it's probably easiest to > put in a "placeholder" amount, maybe the number from a typical month, and > if it gets too far off from reality you can update the scheduled > transaction. In that sort of situation I also enter a very visible comment > in the transaction note such as "?? AMOUNT ??" that I remove when I go > through reconciling the account. > > On Wed, Jul 3, 2024 at 10:44 AM William Prescott <w...@theprescotts.com > <mailto:w...@theprescotts.com>> > wrote: > > > You can leave the amount blank on the scheduled transactions. Just put in > > the lines for the accounts. It will create the transactions on schedule and > > you just have to fill in the amount when you have it. I'm not sure if that > > is helpful. > > > > Best wishes, > > Will > > > > On 3 Jul 2024, at 6:08, rsbrux via gnucash-user <gnucash-user@gnucash.org > > <mailto:gnucash-user@gnucash.org>> > > wrote: > > > > We receive monthly payments from U.S. Social Security. These werre > > previously paid out in U.S. dollars (USD) but are now paid out in Swiss > > Francs (CHF). > > > > I previously handled these with a scheduled transaction, since the amounts > > remained the same over at least a year, but this doesn't work anymore. > > > > Since the income account is in USD, each deposit (to a CHF account) is now > > associated with a currency conversion rate determined ad hoc by the U.S. > > Social Security Administration. > > > > Is there an elegant way to handle this, perhaps with a scheduled > > transaction having a constant USD amount and prompting for a conversion > > foctor, or should I just give up and create a corresponding income account > > in CHF and enter the transactions manually? > > > > Is there an alternative solution that I haven't thought of? > > > > Thanks in advance for any tips! > > > > > > _______________________________________________ > > gnucash-user mailing list > > gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > ----- > > 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 <mailto:gnucash-user@gnucash.org> > > To update your subscription preferences or to unsubscribe: > > https://lists.gnucash.org/mailman/listinfo/gnucash-user > > ----- > > 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 <mailto:gnucash-user@gnucash.org> > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -- _________________________________ Richard Losey rlo...@gmail.com <mailto:rlo...@gmail.com> Micah 6:8 _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. 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