Hi All, I get a Social Security payment each month (let’s hope it will continue under this awful administration!). The monthly amount changes each January to reflect the yearly Cost of Living increase. All last year I had the amount automatically added to my checking account as a “scheduled transaction.” It worked great! In January 2025 I wanted to update the monthly amount for the next 12 months. I thought that I had done so. And when I opened GnuCash at the end of January (and again, at the end of February)—when this scheduled transaction is supposed to appear in my checking account—it asked me if I wanted to add that transaction (as it had all last year). I clicked “yes.”
GnuCash added the new transaction amount BUT it added it as a”Split Transaction.” And, when I click on the Show Splits button, I get the following: Main Line:(Description) Social Security Payment (Deposit)$X.XX(new 2025 amount—that’s good)(Withdrawal)Blank (Balance)$1,524.85 1st Split Line: Assets:Current Assets:Checking Account (Deposit)$X.XX [same number as above] (Withdrawal and Balance)both entries Blank 2nd Split Line: Income:Retirement:Social Security (Deposit)Blank (Withdrawal)Blank (Balance)Blank 3rd Split Line: Imbalance-USD (Deposit)Blank (Withdrawal)$X.XX [same number again] (Balance)Blank. My question is: how do I update my Scheduled Transaction account so that this deposit is simply listed as Income:Retirement:Social Security (Deposit)$X.XX [same number as above, i.e. the new, 2025 amount] and, finally, (Balance)$1,524.85 (the correct balance). That’s what it did all last year with the correct 2024 amount. The new numbers are all correct and the balance is correct, but it shouldn’t be a Split Transaction at all and there shouldn’t be an Assets: Current Assets: Checking Account line nor an Imbalance-USD line at all. It should just say what I listed in the previous paragraph. I hope I explained my problem well and that someone can help me with what I think is an easy problem to solve. PLEASE tell me if I did or I didn’t explain properly. I just need to understand how to update my Scheduled Transaction account. Maybe I need to delete last year’s scheduled transaction and create a new, 2025, one? Thank you very much! Edwin _______________________________________________ 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. You can do this by using Reply-To-List or Reply-All.
