On 3/1/25 19:48, Edwin Booth wrote:
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
Same here for both my wife and I
<snip>
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?
Well, that is one way to do it. However, I click on the _Actions_ top
menu item. Then on _Scheduled Transactions_ and then on _Scheduled
Transaction Editor_.
That should open up a tab where the top pane shows the list of available
transactions that have schedules. Find the one for you SSA and double
click on that. It should open up another window with top menu items of
_Overview_, _Frquency_, and _Template Transaction_.
Click on the Template Transaction and the window should show the entries
as they will be entered for the transaction. I have six (6)
lines/splits total. Three (3) each for my wife and me. The three lines
are:
INCOME:SSA-Steve (or Wanita) with the gross amount in the Tot Credit column
ASSETS:BANK:CHECKING with the deposit amount in the Tot Debit column
EXPENSES:MEDICAL:Part B with the part B expense amount in Tot Debit column
I simply update the amounts each year in time for the January posting.
Then click on OK in the lower right corner.
You can always double click on the SSA transaction again and go to the
template to verify that the new amounts are showing.
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