Re: [GNC] GnuCash: What scheduled transactions can't do
And there is the option to review them in their own register. Also, there *is* a 'Value' column in the SLR dialog, but I think it is for variables, not certain. Regards, Adrien On 1/28/23 1:57 PM, Fred Bone wrote: On 28 January 2023 at 9:55, Kalpesh Patel said: Not able to see the amount or the account name in the reminder pop for the scheduled transaction is a huge bummer for me as well. I have multiple scheduled transactions to the same institutions on the same date for different assets and I have to make a note of it in each transaction's name to discern them differently so they stay sane. I rather thought that was the whole point of letting you "name" a SX: so that you can tell one from another. ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
On 28 January 2023 at 9:55, Kalpesh Patel said: > Not able to see the amount or the account name in the reminder pop for > the scheduled transaction is a huge bummer for me as well. > > > > I have multiple scheduled transactions to the same institutions on the > same date for different assets and I have to make a note of it in each > transaction's name to discern them differently so they stay sane. I rather thought that was the whole point of letting you "name" a SX: so that you can tell one from another. ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
Not able to see the amount or the account name in the reminder pop for the scheduled transaction is a huge bummer for me as well. I have multiple scheduled transactions to the same institutions on the same date for different assets and I have to make a note of it in each transaction's name to discern them differently so they stay sane. -- Message: 4 Date: Fri, 27 Jan 2023 15:08:49 -0500 From: jhoe...@googlemail.com <mailto:jhoe...@googlemail.com> To: "'john'" mailto:jra...@ceridwen.us> > Cc: mailto:gnucash-u...@lists.gnucash.org> > Subject: Re: [GNC] GnuCash: What scheduled transactions can't do Message-ID: <146e01d9328b$2bdc6f90$83954eb0$@gmail.com <mailto:146e01d9328b$2bdc6f90$83954eb0$@gmail.com> > Content-Type: text/plain; charset="us-ascii" Hi John: Thanks for the quick response! I don't need a future exchange rate for my scheduled posting, any exchange rate will do. So I experimented a little more and it turns out that I CAN schedule a payment from a non-USD (the primary currency) account after all. Only when I use the checkbox "create automatically", I always get an error message: "Scheduled transactions with variables or involving more than one commodity cannot automatically be created." That now makes sense to me as GnuCash probably expects me to specify a current exchange rate at the time of posting. As long as I get a reminder, that's fine. Pity that there is no summary report of scheduled transactions. There'd be plenty of room to add a few more columns (like value, and possibly even the involved accounts) in the Scheduled Transactions Overview screen. I don't know how difficult that is, of course, and how many other users would be interested in that. Thanks again, Jan -Original Message- From: john mailto:jra...@ceridwen.us> > Sent: Friday, January 27, 2023 12:21 PM To: jhoe...@googlemail.com <mailto:jhoe...@googlemail.com> Cc: gnucash-u...@lists.gnucash.org <mailto:gnucash-u...@lists.gnucash.org> Subject: Re: [GNC] GnuCash: What scheduled transactions can't do > On Jan 27, 2023, at 6:35 AM, Jan via gnucash-user mailto:gnucash-user@gnucash.org> > wrote: > > Hi guys: > > > > I'm still relatively new to GnuCash (after decades of extensive > Quicken > usage) and want to make sure that what two things I couldn't do with > GnuCash really can't be done: > > > > 1. No option to schedule future transaction if an exchange rate is > involved - workaround manual transaction (detriment: effort and chance > to > forget) > 2. No option to see the value of scheduled transactions in one list or > report - workaround is clicking into every transaction and then the > template tab (detriment: effort and less overview) If you mean in number 1 that there's no way to specify a future exchange rate, that's correct. A multi-commodity scheduled transaction will require you to enter the exchange rate in the Since Last Run dialog. There is indeed no summary report of scheduled transactions. Regards, John Ralls -- ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
It seems to me that the OP is running up against the fact that GnuCash has always been focused on Real, rather than Potential, transactions, since it follows a more strict accounting perspective. Users encounter this with Scheduled transactions; they encounter it with budgets; they encounter it with unrealized gains. Each of these arises in the lists with regularity. Since OP mentioned that having a reasonable estimated exchange rate would suffice in their situation, BOTH of their asks could be addressed by setting the scheduled transactions to create far into the future. The transactions would then be real entries in the books, and all the usual reports could be used to determine future amounts. And yes, there are pitfalls with creating real transactions in the books that may not actually get created, but that's a tradeoff. David T. On Jan 28, 2023, 8:06 AM, at 8:06 AM, David Carlson wrote: >Would it be possible to rework the Future Scheduled Transactions >Summary >report to display the scheduled transactions? > >On Fri, Jan 27, 2023 at 4:15 PM Michael or Penny Novack < >stepbystepf...@comcast.net> wrote: > >> >> > If you mean in number 1 that there's no way to specify a future >exchange >> rate, that's correct. >> >> ROFL >> >> If it were possible for gnucash to CORRECTLY predict what exchange >rates >> will be at some future date then I wouldn't be using it just to >automate >> my bookkeeping. I'd be using it to make a LOT of money.. >> >> Michael D Novack >> >> >> ___ >> 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. >> > > >-- >David Carlson >___ >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. ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
Would it be possible to rework the Future Scheduled Transactions Summary report to display the scheduled transactions? On Fri, Jan 27, 2023 at 4:15 PM Michael or Penny Novack < stepbystepf...@comcast.net> wrote: > > > If you mean in number 1 that there's no way to specify a future exchange > rate, that's correct. > > ROFL > > If it were possible for gnucash to CORRECTLY predict what exchange rates > will be at some future date then I wouldn't be using it just to automate > my bookkeeping. I'd be using it to make a LOT of money.. > > Michael D Novack > > > ___ > 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. > -- David Carlson ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
If you mean in number 1 that there's no way to specify a future exchange rate, that's correct. ROFL If it were possible for gnucash to CORRECTLY predict what exchange rates will be at some future date then I wouldn't be using it just to automate my bookkeeping. I'd be using it to make a LOT of money.. Michael D Novack ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
Hi John: Thanks for the quick response! I don't need a future exchange rate for my scheduled posting, any exchange rate will do. So I experimented a little more and it turns out that I CAN schedule a payment from a non-USD (the primary currency) account after all. Only when I use the checkbox "create automatically", I always get an error message: "Scheduled transactions with variables or involving more than one commodity cannot automatically be created." That now makes sense to me as GnuCash probably expects me to specify a current exchange rate at the time of posting. As long as I get a reminder, that's fine. Pity that there is no summary report of scheduled transactions. There'd be plenty of room to add a few more columns (like value, and possibly even the involved accounts) in the Scheduled Transactions Overview screen. I don't know how difficult that is, of course, and how many other users would be interested in that. Thanks again, Jan -Original Message- From: john Sent: Friday, January 27, 2023 12:21 PM To: jhoe...@googlemail.com Cc: gnucash-u...@lists.gnucash.org Subject: Re: [GNC] GnuCash: What scheduled transactions can't do > On Jan 27, 2023, at 6:35 AM, Jan via gnucash-user wrote: > > Hi guys: > > > > I'm still relatively new to GnuCash (after decades of extensive > Quicken > usage) and want to make sure that what two things I couldn't do with > GnuCash really can't be done: > > > > 1.No option to schedule future transaction if an exchange rate is > involved - workaround manual transaction (detriment: effort and chance > to > forget) > 2.No option to see the value of scheduled transactions in one list or > report - workaround is clicking into every transaction and then the > template tab (detriment: effort and less overview) If you mean in number 1 that there's no way to specify a future exchange rate, that's correct. A multi-commodity scheduled transaction will require you to enter the exchange rate in the Since Last Run dialog. There is indeed no summary report of scheduled transactions. Regards, John Ralls ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
For some things I can't get Gnucash to do I just export transactions to CSV and then use Excel (and Power Query if needed) to get info in form I want it to be. I don't know whether scheduled items can be exported or not because I haven't set up any (I know what it is about, I just don't need to do it since payments usually are variable in amounts and/or are part of an import to checking or savings). On 1/27/2023 11:20 AM, john wrote: On Jan 27, 2023, at 6:35 AM, Jan via gnucash-user wrote: Hi guys: I'm still relatively new to GnuCash (after decades of extensive Quicken usage) and want to make sure that what two things I couldn't do with GnuCash really can't be done: 1. No option to schedule future transaction if an exchange rate is involved - workaround manual transaction (detriment: effort and chance to forget) 2. No option to see the value of scheduled transactions in one list or report - workaround is clicking into every transaction and then the template tab (detriment: effort and less overview) If you mean in number 1 that there's no way to specify a future exchange rate, that's correct. A multi-commodity scheduled transaction will require you to enter the exchange rate in the Since Last Run dialog. There is indeed no summary report of scheduled transactions. Regards, John Ralls ___ 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. ___ 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.
Re: [GNC] GnuCash: What scheduled transactions can't do
> On Jan 27, 2023, at 6:35 AM, Jan via gnucash-user > wrote: > > Hi guys: > > > > I'm still relatively new to GnuCash (after decades of extensive Quicken > usage) and want to make sure that what two things I couldn't do with GnuCash > really can't be done: > > > > 1.No option to schedule future transaction if an exchange rate is > involved - workaround manual transaction (detriment: effort and chance to > forget) > 2.No option to see the value of scheduled transactions in one list or > report - workaround is clicking into every transaction and then the template > tab (detriment: effort and less overview) If you mean in number 1 that there's no way to specify a future exchange rate, that's correct. A multi-commodity scheduled transaction will require you to enter the exchange rate in the Since Last Run dialog. There is indeed no summary report of scheduled transactions. Regards, John Ralls ___ 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.
[GNC] GnuCash: What scheduled transactions can't do
Hi guys: I'm still relatively new to GnuCash (after decades of extensive Quicken usage) and want to make sure that what two things I couldn't do with GnuCash really can't be done: 1. No option to schedule future transaction if an exchange rate is involved - workaround manual transaction (detriment: effort and chance to forget) 2. No option to see the value of scheduled transactions in one list or report - workaround is clicking into every transaction and then the template tab (detriment: effort and less overview) Thanks for any suggestions, Jan ___ 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.
