Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-18 Thread David G. Pickett via gnucash-user
 David,
I would be happy with just changed amounts.  Phone bills, cable bills, 
subscriptions all adjust upward in random ways at random times due to the 
designed in inflation of our economy, plus newly invented or rescinded taxes 
and fees.  Wrong first take -- I cannot imagine being able to predict stock 
splits!  :D
The scheduled transaction screen code has the old and new values, so it is in a 
great position to update the already scheduled transactions.  You mean split or 
3+way transactions!  While mine are generally just simple a-b transactions, 
there is no reason it could not work for 3 or more way transactions, like if 
someone is tracking taxes on their cable bill for itemization -- just ask, if 
yes, find the future txns that match the old template txn, delete each, enter 
new template txn for same date!

While having my future bill and deposit txns in place does send the account 
listed value up and down a lot, it is nice to see what upcoming expenses I need 
to keep money in place for, moving excess out and moving savings in as needed.

Best,
David
On Thursday, January 18, 2024 at 04:02:54 AM EST, David H 
 wrote:  
 
 Ok David so what are you changing on your template that you want to update to 
your already created txns ?  Is it just a changed amount, are you adding 
further splits, making significant changes ?
A bit roundabout but this is how I would handle the situation of a significant 
change to a template record...
0. Backup your Gnucsh file just in case.1. Forget about your existing template 
- disable it in fact.2. Search for all created future txns matching the 
existing template.3. Delete all 11 txns except for the very next occurrence.4. 
Update the remaining next txn so it reflects what you want to see in your 
template.5. Right click on the updated txn and select "Schedule" to schedule it 
and create a new template.6. Update the new template record as necessary.7. Run 
the "Since last run..." wizard to re-create your next 11 txns.8. Double check 
the results.
Job Done :-)
I have a number of scheduled txns that change each year that I've tacked an 
"Effective 2019/07/01", "Effective 2020/09/17" etc onto the template name.  As 
I create a new one I disable the old one, mind you I only create txns 60 days 
in advance not 12 months so no biggie for me :-)
Or
you could do the search for the future txns, export them to a spreadsheet, 
delete them in Gnucash, update in the spreadsheet and then re-import being 
careful to ensure you don't end up with duplicate txns because you forgot to 
delete the txns you exported as I once did.
Cheers David H.

On Thu, 18 Jan 2024 at 08:56, David G. Pickett  wrote:

 Yes, when editing the template and there are future transactions matching the 
old template, I want it to ask me if I want to update the pre-scheduled old 
matching future transactions to match the new template.
On Wednesday, January 17, 2024 at 02:07:36 AM EST, David H 
 wrote:  
 
 I honk he’s talking about having 1 template but the transactions have already 
been created 12 months in advance. I.e. he wants to update the created tens 
based on an updated template after the fact.
Regards David H.
On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam  wrote:

Instead of having 11 or 12 sx templates, why not have one that fires monthly?



Sent from Samsung Galaxy smartphone.



 Original message 
From: "David G. Pickett via gnucash-user" 
Date: 1/16/24 6:18 PM (GMT-05:00)
To: Gnucash Users 
Subject: [GNC] Enhancement: Future sched txn update if updated template.

I schedule my periodic transactions a year in advance, but with constant 
inflation, often the amount goes up.  It'd be nice to have a way to, by 
interactive option after I update the template, have gnucash update the already 
generated future transactions to match an updated template transaction, so I do 
not need to update 11 or 12 more places.
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-18 Thread Adrien Monteleone
The OP referenced an adjustment for inflation, so it seems like simply 
upping various amounts.


Hence my suggestion to leave the template with the current amounts, and 
add a variable multiplier which will be prompted by GnuCash.


But that suggestion didn't take into account creating transactions in 
advance, and only contemplated creating them when they would naturally 
occur. (you won't know the inflation multiplier in advance)


-

While I don't create transactions far in advance, I like your idea of 
noting an effective date. I have one transaction that changes every 6 
months, so this will help me see the iteration a of particular transaction.


-
The export/import idea is likely the best way to handle more than a 
handful of transactions that need updating.


Regards,
Adrien

On 1/18/24 3:02 AM, David H wrote:

Ok David so what are you changing on your template that you want to update
to your already created txns ?  Is it just a changed amount, are you adding
further splits, making significant changes ?

A bit roundabout but this is how I would handle the situation of a
significant change to a template record...

0. Backup your Gnucsh file just in case.
1. Forget about your existing template - disable it in fact.
2. Search for all created future txns matching the existing template.
3. Delete all 11 txns except for the very next occurrence.
4. Update the remaining next txn so it reflects what you want to see in
your template.
5. Right click on the updated txn and select "Schedule" to schedule it and
create a new template.
6. Update the new template record as necessary.
7. Run the "Since last run..." wizard to re-create your next 11 txns.
8. Double check the results.

Job Done :-)

I have a number of scheduled txns that change each year that I've tacked an
"Effective 2019/07/01", "Effective 2020/09/17" etc onto the template name.
As I create a new one I disable the old one, mind you I only create txns 60
days in advance not 12 months so no biggie for me :-)

Or

you could do the search for the future txns, export them to a spreadsheet,
delete them in Gnucash, update in the spreadsheet and then re-import being
careful to ensure you don't end up with duplicate txns because you
forgot to delete the txns you exported as I once did.


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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-18 Thread Adrien Monteleone

Apologies for my confusion.

Regards,
Adrien

On 1/18/24 3:09 AM, David H wrote:

I don't think I suggested you thought otherwise but since you've quoted me
in your reply you must think that I did.  I was simply replying to Gyles
comment along the lines of the following.

Regards David H.

Instead of having 11 or 12 sx templates, why not have one that fires monthly?


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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-18 Thread David H
I don't think I suggested you thought otherwise but since you've quoted me
in your reply you must think that I did.  I was simply replying to Gyles
comment along the lines of the following.

Regards David H.

Instead of having 11 or 12 sx templates, why not have one that fires monthly?

Sent from Samsung Galaxy smartphone.

On Thu, 18 Jan 2024 at 13:10, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> I understood the OP referenced already created future transactions.
>
> No matter what, those have to be manually and individually edited
> because they were already created.
>
> I can't imagine an auto-updating template being implemented.
>
> The solution would be to use a variable, and then not have them created
> so far in advance of the likelihood of that variable changing.
>
> Regards,
> Adrien
>
> On 1/17/24 1:08 AM, David H wrote:
> > * think * not honk - spellcheck? Fat fingers ?
> >
> > On Wed, 17 Jan 2024 at 5:07 pm, David H  wrote:
> >
> >> I honk he’s talking about having 1 template but the transactions have
> >> already been created 12 months in advance. I.e. he wants to update the
> >> created tens based on an updated template after the fact.
>
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-18 Thread David H
Ok David so what are you changing on your template that you want to update
to your already created txns ?  Is it just a changed amount, are you adding
further splits, making significant changes ?

A bit roundabout but this is how I would handle the situation of a
significant change to a template record...

0. Backup your Gnucsh file just in case.
1. Forget about your existing template - disable it in fact.
2. Search for all created future txns matching the existing template.
3. Delete all 11 txns except for the very next occurrence.
4. Update the remaining next txn so it reflects what you want to see in
your template.
5. Right click on the updated txn and select "Schedule" to schedule it and
create a new template.
6. Update the new template record as necessary.
7. Run the "Since last run..." wizard to re-create your next 11 txns.
8. Double check the results.

Job Done :-)

I have a number of scheduled txns that change each year that I've tacked an
"Effective 2019/07/01", "Effective 2020/09/17" etc onto the template name.
As I create a new one I disable the old one, mind you I only create txns 60
days in advance not 12 months so no biggie for me :-)

Or

you could do the search for the future txns, export them to a spreadsheet,
delete them in Gnucash, update in the spreadsheet and then re-import being
careful to ensure you don't end up with duplicate txns because you
forgot to delete the txns you exported as I once did.

Cheers David H.


On Thu, 18 Jan 2024 at 08:56, David G. Pickett  wrote:

> Yes, when editing the template and there are future transactions matching
> the old template, I want it to ask me if I want to update the pre-scheduled
> old matching future transactions to match the new template.
>
> On Wednesday, January 17, 2024 at 02:07:36 AM EST, David H <
> hell...@gmail.com> wrote:
>
>
> I honk he’s talking about having 1 template but the transactions have
> already been created 12 months in advance. I.e. he wants to update the
> created tens based on an updated template after the fact.
>
> Regards David H.
>
> On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam  wrote:
>
> Instead of having 11 or 12 sx templates, why not have one that fires
> monthly?
>
>
>
> Sent from Samsung Galaxy smartphone.
>
>
>
>  Original message ----
> From: "David G. Pickett via gnucash-user" 
> Date: 1/16/24 6:18 PM (GMT-05:00)
> To: Gnucash Users 
> Subject: [GNC] Enhancement: Future sched txn update if updated template.
>
> I schedule my periodic transactions a year in advance, but with constant
> inflation, often the amount goes up.  It'd be nice to have a way to, by
> interactive option after I update the template, have gnucash update the
> already generated future transactions to match an updated template
> transaction, so I do not need to update 11 or 12 more places.
> ___
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread Adrien Monteleone

David,

Are these still just scheduled or are they created and in the registers, 
but simply dated in the future?


If they are still scheduled but not created, then changing the template 
will alter them when they do fire.


If they are already created, there is no solution but individual manual 
entry, and as I noted in my other reply, I can't imagine that being 
implemented, but you can certainly ask.


The proper place to do so is file it on the GnuCash Bugzilla site with 
the prefix "RFE:" in the title.


Regards,
Adrien

On 1/17/24 4:56 PM, David G. Pickett via gnucash-user wrote:

  Yes, when editing the template and there are future transactions matching the 
old template, I want it to ask me if I want to update the pre-scheduled old 
matching future transactions to match the new template.


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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread Adrien Monteleone

You can't. They are already created.

The solution is don't create them in advance.

Otherwise, you are left with the tedium of manually editing each one 
individually.


I doubt the result of an SX has any link or record at all that it was 
created that way, much less has any tie to the template once created.


And I don't see how this usage of future transactions is anything other 
than related to budgeting. Forecasting is part of budgeting, and future 
transactions are forecasting. Of course, you don't have to take the next 
official literal step and budget an amount for those future periods, but 
that is just a formality.


Regards,
Adrien

On 1/17/24 5:08 PM, Kalpesh Patel wrote:
if there are already scheduled transaction fired from a given SX, and then you update the template for that SX, how do you back-fill all auto added transactions from that fired SX.  Remember that these auto created transactions show up in the reports 
which could be used for multitudes of reason, for example to understand 
outlay of monies for a year (which is different than budgeting IMHO).



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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread Adrien Monteleone

I understood the OP referenced already created future transactions.

No matter what, those have to be manually and individually edited 
because they were already created.


I can't imagine an auto-updating template being implemented.

The solution would be to use a variable, and then not have them created 
so far in advance of the likelihood of that variable changing.


Regards,
Adrien

On 1/17/24 1:08 AM, David H wrote:

* think * not honk - spellcheck? Fat fingers ?

On Wed, 17 Jan 2024 at 5:07 pm, David H  wrote:


I honk he’s talking about having 1 template but the transactions have
already been created 12 months in advance. I.e. he wants to update the
created tens based on an updated template after the fact.


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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread Kalpesh Patel
I don't think it is matter of how many SXs you have for how many transactions 
but is more like if there are already scheduled transaction fired from a given 
SX, and then you update the template for that SX, how do you back-fill all auto 
added transactions from that fired SX. Remember that these auto created 
transactions show up in the reports which could be used for multitudes of 
reason, for example to understand outlay of monies for a year (which is 
different than budgeting IMHO).

-Original Message-
From: David Carlson  
Sent: Wednesday, January 17, 2024 7:42 AM
To: David H 
Cc: Gyle McCollam ; Gnucash Users 
; David G. Pickett 
Subject: Re: [GNC] Enhancement: Future sched txn update if updated template.

An SX can be constructed to have at least two separate register transactions, 
and probably as many as 12 register transactions but they may be limited to 
firing on the same schedule and date.  I have one SX wth two register 
transactions that has been in service for several months.

On Wed, Jan 17, 2024 at 1:09 AM David H  wrote:

> * think * not honk - spellcheck? Fat fingers ?
>
> On Wed, 17 Jan 2024 at 5:07 pm, David H  wrote:
>
> > I honk he’s talking about having 1 template but the transactions 
> > have already been created 12 months in advance. I.e. he wants to 
> > update the created tens based on an updated template after the fact.
> >
> > Regards David H.
> >
> > On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam 
> wrote:
> >
> >> Instead of having 11 or 12 sx templates, why not have one that 
> >> fires monthly?
> >>
> >>
> >>
> >> Sent from Samsung Galaxy smartphone.
> >>
> >>
> >>
> >>  Original message ----
> >> From: "David G. Pickett via gnucash-user" 
> >> 
> >> Date: 1/16/24 6:18 PM (GMT-05:00)
> >> To: Gnucash Users 
> >> Subject: [GNC] Enhancement: Future sched txn update if updated template.
> >>
> >> I schedule my periodic transactions a year in advance, but with 
> >> constant inflation, often the amount goes up.  It'd be nice to have 
> >> a way to, by interactive option after I update the template, have 
> >> gnucash update the already generated future transactions to match 
> >> an updated template transaction, so I do not need to update 11 or 12 more 
> >> places.
> >> ___
> >> gnucash-user mailing list
> >> gnucash-user@gnucash.org
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> >
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--
David Carlson


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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread David G. Pickett via gnucash-user
 Yes, when editing the template and there are future transactions matching the 
old template, I want it to ask me if I want to update the pre-scheduled old 
matching future transactions to match the new template.
On Wednesday, January 17, 2024 at 02:07:36 AM EST, David H 
 wrote:  
 
 I honk he’s talking about having 1 template but the transactions have already 
been created 12 months in advance. I.e. he wants to update the created tens 
based on an updated template after the fact.
Regards David H.
On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam  wrote:

Instead of having 11 or 12 sx templates, why not have one that fires monthly?



Sent from Samsung Galaxy smartphone.



 Original message 
From: "David G. Pickett via gnucash-user" 
Date: 1/16/24 6:18 PM (GMT-05:00)
To: Gnucash Users 
Subject: [GNC] Enhancement: Future sched txn update if updated template.

I schedule my periodic transactions a year in advance, but with constant 
inflation, often the amount goes up.  It'd be nice to have a way to, by 
interactive option after I update the template, have gnucash update the already 
generated future transactions to match an updated template transaction, so I do 
not need to update 11 or 12 more places.
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread David Carlson
I just never tried more than two.  You did!



On Wed, Jan 17, 2024, 9:36 AM Stan Brown (using GC 4.14) <
stan...@fastmail.fm> wrote:

> On 2024-01-17 04:41, David Carlson wrote:
> > An SX can be constructed to have at least two separate register
> > transactions, and probably as many as 12 register transactions but they
> may
> > be limited to firing on the same schedule and date.  I have one SX wth
> two
> > register transactions that has been in service for several months.
>
> I'm wondering about the significance of your "probably as many as 12".
>
> My end-of-month SX, which contains deprecation of physical assets and
> amortization of prepayments such as insurance, property tax, HOA
> assessments, and subscriptions, has 29 transactions of two splits each.
> There are no formulas, however.
>
> Stan Brown
> Tehachapi, CA, USA
> https://BrownMath.com
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread Stan Brown (using GC 4.14)
On 2024-01-17 04:41, David Carlson wrote:
> An SX can be constructed to have at least two separate register
> transactions, and probably as many as 12 register transactions but they may
> be limited to firing on the same schedule and date.  I have one SX wth two
> register transactions that has been in service for several months.

I'm wondering about the significance of your "probably as many as 12".

My end-of-month SX, which contains deprecation of physical assets and
amortization of prepayments such as insurance, property tax, HOA
assessments, and subscriptions, has 29 transactions of two splits each.
There are no formulas, however.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-17 Thread David Carlson
An SX can be constructed to have at least two separate register
transactions, and probably as many as 12 register transactions but they may
be limited to firing on the same schedule and date.  I have one SX wth two
register transactions that has been in service for several months.

On Wed, Jan 17, 2024 at 1:09 AM David H  wrote:

> * think * not honk - spellcheck? Fat fingers ?
>
> On Wed, 17 Jan 2024 at 5:07 pm, David H  wrote:
>
> > I honk he’s talking about having 1 template but the transactions have
> > already been created 12 months in advance. I.e. he wants to update the
> > created tens based on an updated template after the fact.
> >
> > Regards David H.
> >
> > On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam 
> wrote:
> >
> >> Instead of having 11 or 12 sx templates, why not have one that fires
> >> monthly?
> >>
> >>
> >>
> >> Sent from Samsung Galaxy smartphone.
> >>
> >>
> >>
> >>  Original message ----
> >> From: "David G. Pickett via gnucash-user" 
> >> Date: 1/16/24 6:18 PM (GMT-05:00)
> >> To: Gnucash Users 
> >> Subject: [GNC] Enhancement: Future sched txn update if updated template.
> >>
> >> I schedule my periodic transactions a year in advance, but with constant
> >> inflation, often the amount goes up.  It'd be nice to have a way to, by
> >> interactive option after I update the template, have gnucash update the
> >> already generated future transactions to match an updated template
> >> transaction, so I do not need to update 11 or 12 more places.
> >> ___
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-16 Thread David H
* think * not honk - spellcheck? Fat fingers ?

On Wed, 17 Jan 2024 at 5:07 pm, David H  wrote:

> I honk he’s talking about having 1 template but the transactions have
> already been created 12 months in advance. I.e. he wants to update the
> created tens based on an updated template after the fact.
>
> Regards David H.
>
> On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam  wrote:
>
>> Instead of having 11 or 12 sx templates, why not have one that fires
>> monthly?
>>
>>
>>
>> Sent from Samsung Galaxy smartphone.
>>
>>
>>
>>  Original message 
>> From: "David G. Pickett via gnucash-user" 
>> Date: 1/16/24 6:18 PM (GMT-05:00)
>> To: Gnucash Users 
>> Subject: [GNC] Enhancement: Future sched txn update if updated template.
>>
>> I schedule my periodic transactions a year in advance, but with constant
>> inflation, often the amount goes up.  It'd be nice to have a way to, by
>> interactive option after I update the template, have gnucash update the
>> already generated future transactions to match an updated template
>> transaction, so I do not need to update 11 or 12 more places.
>> ___
>> 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.
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>
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-16 Thread David H
I honk he’s talking about having 1 template but the transactions have
already been created 12 months in advance. I.e. he wants to update the
created tens based on an updated template after the fact.

Regards David H.

On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam  wrote:

> Instead of having 11 or 12 sx templates, why not have one that fires
> monthly?
>
>
>
> Sent from Samsung Galaxy smartphone.
>
>
>
>  Original message 
> From: "David G. Pickett via gnucash-user" 
> Date: 1/16/24 6:18 PM (GMT-05:00)
> To: Gnucash Users 
> Subject: [GNC] Enhancement: Future sched txn update if updated template.
>
> I schedule my periodic transactions a year in advance, but with constant
> inflation, often the amount goes up.  It'd be nice to have a way to, by
> interactive option after I update the template, have gnucash update the
> already generated future transactions to match an updated template
> transaction, so I do not need to update 11 or 12 more places.
> ___
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> gnucash-user@gnucash.org
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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-16 Thread Adrien Monteleone
You can use variables, thus if you alter your templates to use an 
inflation multiplier, you future proof the template. GnuCash will prompt 
you for that variable value each time the SX fires. Simply enter your 
new multiplier as desired.


Regards,
Adrien

On 1/16/24 5:18 PM, David G. Pickett via gnucash-user wrote:

I schedule my periodic transactions a year in advance, but with constant 
inflation, often the amount goes up.  It'd be nice to have a way to, by 
interactive option after I update the template, have gnucash update the already 
generated future transactions to match an updated template transaction, so I do 
not need to update 11 or 12 more places.


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Re: [GNC] Enhancement: Future sched txn update if updated template.

2024-01-16 Thread Gyle McCollam
Instead of having 11 or 12 sx templates, why not have one that fires monthly?



Sent from Samsung Galaxy smartphone.



 Original message 
From: "David G. Pickett via gnucash-user" 
Date: 1/16/24 6:18 PM (GMT-05:00)
To: Gnucash Users 
Subject: [GNC] Enhancement: Future sched txn update if updated template.

I schedule my periodic transactions a year in advance, but with constant 
inflation, often the amount goes up.  It'd be nice to have a way to, by 
interactive option after I update the template, have gnucash update the already 
generated future transactions to match an updated template transaction, so I do 
not need to update 11 or 12 more places.
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[GNC] Enhancement: Future sched txn update if updated template.

2024-01-16 Thread David G. Pickett via gnucash-user
I schedule my periodic transactions a year in advance, but with constant 
inflation, often the amount goes up.  It'd be nice to have a way to, by 
interactive option after I update the template, have gnucash update the already 
generated future transactions to match an updated template transaction, so I do 
not need to update 11 or 12 more places.
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