Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor
I have scheduled transactions with simple calculation. They work just fine, but only when the transactions actually fire. -Original Message- From: gnucash-user On Behalf Of David T. via gnucash-user Sent: Thursday, January 11, 2024 3:56 PM To: gnucash-user@gnucash.org Subject: [GNC] Template Transactions Behavior in Scheduled Transaction Editor Hello, Long time user working in Windows 10 with Gnucash 4.13. I have a number of scheduled transactions that I use; one of them has multiple splits. With the new year, I needed to update this scheduled transaction. I began modifying the amounts on different lines of the transaction, and when I got to entering the contra account against which all the other splits would balance, I was surprised to find that the automatic calculation feature of Gnucash registers was not active. I understand that there might be use cases in scheduled transactions where one might not want an automatic calculation, but is there a way to invoke it without manually adding up all the amounts in my head? David T. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
On 12 January 2024 at 23:36, Adrien Monteleone said: > That's moving beyond Scheduled Transactions and into a more general case > of Templates. I'm pretty sure I've already filed an RFE for that long ago. > > I see Scheduled Transactions as a special use case of Templates, though > Scheduled was implemented first. > > The more general Template case is when you definitely want to re-enter the > format of a transaction (which may or may not be complicated) but you > don't want to do so on a set periodic basis. Which is of course simple enough to achieve. Just set your SX to "once", and when you want to run it change its date to "today". ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
Not general templates, no. It only has scheduled transactions. There is a request for templates. Regards, Adrien On 1/12/24 11:56 PM, R Losey wrote: I'm sensing a learning opportunity here... GnuCash has templates? I never noticed that; I only use the templates in the Scheduled Transaction Editor. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
I'm sensing a learning opportunity here... GnuCash has templates? I never noticed that; I only use the templates in the Scheduled Transaction Editor. On Fri, Jan 12, 2024 at 11:37 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > That's moving beyond Scheduled Transactions and into a more general case > of Templates. I'm pretty sure I've already filed an RFE for that long ago. > > I see Scheduled Transactions as a special use case of Templates, though > Scheduled was implemented first. > > The more general Template case is when you definitely want to re-enter > the format of a transaction (which may or may not be complicated) but > you don't want to do so on a set periodic basis. > > I know we have Duplicate in the interim, but that means you have to go > looking for the transaction you want to duplicate first. (and likely > have to do a Find for it) > > Regards, > Adrien > > On 1/12/24 9:26 PM, David Carlson wrote: > > Liz, > > > > Since you asked, I think that is a good idea. We could have both a test > > run while editing that did not crash anything if it failed and when > looking > > at the SX but not editing it, have a button that triggers the creation of > > the next instance. That would probably work regardless of the SLR > settings > > such as ignore, postpone, etc. > > ___ > 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. > -- _ Richard Losey 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. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor
That's moving beyond Scheduled Transactions and into a more general case of Templates. I'm pretty sure I've already filed an RFE for that long ago. I see Scheduled Transactions as a special use case of Templates, though Scheduled was implemented first. The more general Template case is when you definitely want to re-enter the format of a transaction (which may or may not be complicated) but you don't want to do so on a set periodic basis. I know we have Duplicate in the interim, but that means you have to go looking for the transaction you want to duplicate first. (and likely have to do a Find for it) Regards, Adrien On 1/12/24 9:26 PM, David Carlson wrote: Liz, Since you asked, I think that is a good idea. We could have both a test run while editing that did not crash anything if it failed and when looking at the SX but not editing it, have a button that triggers the creation of the next instance. That would probably work regardless of the SLR settings such as ignore, postpone, etc. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
Liz, Since you asked, I think that is a good idea. We could have both a test run while editing that did not crash anything if it failed and when looking at the SX but not editing it, have a button that triggers the creation of the next instance. That would probably work regardless of the SLR settings such as ignore, postpone, etc. On Fri, Jan 12, 2024 at 9:14 PM Liz wrote: > On Fri, 12 Jan 2024 12:08:14 -0600 > David Carlson wrote: > > > I consider the SX to be a graphical form of a script, and so I am not > > sure how the editor could detect what is safe to call an expression > > that could be evaluated while it is being edited. > > > > So would you like a button which gives an option to make a test run? > > Liz > ___ > 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] Template Transactions Behavior in Scheduled Transaction Editor
>From the pulldown menus: Actions -> Scheduled Transactions -> Since Last Run... > On 01/12/2024 7:13 PM PST Liz wrote: > > So would you like a button which gives an option to make a test run? > > Liz > > On Fri, 12 Jan 2024 12:08:14 -0600 > David Carlson wrote: > > > I consider the SX to be a graphical form of a script, and so I am not > > sure how the editor could detect what is safe to call an expression > > that could be evaluated while it is being edited. > > ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
On Fri, 12 Jan 2024 12:08:14 -0600 David Carlson wrote: > I consider the SX to be a graphical form of a script, and so I am not > sure how the editor could detect what is safe to call an expression > that could be evaluated while it is being edited. > So would you like a button which gives an option to make a test run? Liz ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
Stan, Scheduled transactions [SX's] are only executed when the Since Last Run assistant is triggered, and then only when they meet several criteria such as the calendar date matching the scheduled execution date but the SX is not postponed or ignored. Some users, like myself, have as many as hundreds of these, and we don't want them going off when we start GnuCash, because it might take a long time to get through the distraction, so we turn off the trigger to run when the program starts and only run it when we are ready. Then, we might want to edit one or two SX's without being bothered with the other 98 possibly taking off while we are focussed on that one or two. There has been a lot of discussion about the Since Last Run assistant being rather unwieldy and there was an attempt to start making it work more smoothly in release 5.5, but it hit a speed bump. That has not been fixed yet for general release, it is probably very complex coding that we mortals do not comprehend. On Fri, Jan 12, 2024 at 1:22 PM Stan Brown (using GC 4.14) < stan...@fastmail.fm> wrote: > On 2024-01-12 08:17, Adrien Monteleone wrote: > > I am not unsympathetic to that conundrum! > > > > On 1/12/24 12:23 AM, David T. via gnucash-user wrote: > >> if I have to remember to run the SLR in order to have them created, > >> then I've just changed the work, not reduced it. > > I'm confused. I'm not having a problem, but I would like to understand > the issue raised. > > When has it ever been necessary to run the "Since Last Run" menu > selection? When I create a transaction, it fires when it's supposed to. > I've just tried one now. I imagine "Create automatically" is necessary, > but that's ticked by default so I don't have think about it. > > It's true that the transaction doesn't run immediately, but it does run > the next time I reopen GC. Is that what's being referred to, that a new > transaction, created on the same day as the first desired occurrence, > doesn't fire in the same GC session unless you select "Since Last Run", > though it _does_ fire automatically in the next GC session? (As I say, > I've just tried this.) Or is there some change in behavior between 4.x > and 5.x, and that's what's being referred to? > > Can someone clarify the issue, please? > > P.S. Someone referred to not being able to have formulas in a Scheduled > Transaction. I just tried that too, with 100+100-50 in a debit split and > 800-650 in a credit split. As I would have expected, when the > transaction fired, the debit and credit splits both showed 150.00. (My > currency is US dollars.) So it sure looks like formulas work. Again, > maybe I'm misunderstanding the issue the person was talking about. > > Stan Brown > Tehachapi, CA, USA > https://BrownMath.com > ___ > 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] Template Transactions Behavior in Scheduled Transaction Editor
Stan, I think what they were referring to is that if you don't shutdown and start a new session, they don't fire automatically. Some people leave Gnucash open for days or longer. On the calculations, I think, they want them to add together like they do in a normal register and not have to wait until it fires to verify the math. However, I could be wrong. Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Stan Brown (using GC 4.14) Sent: Friday, January 12, 2024 2:21 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] Template Transactions Behavior in Scheduled Transaction Editor On 2024-01-12 08:17, Adrien Monteleone wrote: > I am not unsympathetic to that conundrum! > > On 1/12/24 12:23 AM, David T. via gnucash-user wrote: >> if I have to remember to run the SLR in order to have them created, >> then I've just changed the work, not reduced it. I'm confused. I'm not having a problem, but I would like to understand the issue raised. When has it ever been necessary to run the "Since Last Run" menu selection? When I create a transaction, it fires when it's supposed to. I've just tried one now. I imagine "Create automatically" is necessary, but that's ticked by default so I don't have think about it. It's true that the transaction doesn't run immediately, but it does run the next time I reopen GC. Is that what's being referred to, that a new transaction, created on the same day as the first desired occurrence, doesn't fire in the same GC session unless you select "Since Last Run", though it _does_ fire automatically in the next GC session? (As I say, I've just tried this.) Or is there some change in behavior between 4.x and 5.x, and that's what's being referred to? Can someone clarify the issue, please? P.S. Someone referred to not being able to have formulas in a Scheduled Transaction. I just tried that too, with 100+100-50 in a debit split and 800-650 in a credit split. As I would have expected, when the transaction fired, the debit and credit splits both showed 150.00. (My currency is US dollars.) So it sure looks like formulas work. Again, maybe I'm misunderstanding the issue the person was talking about. Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
On 2024-01-12 08:17, Adrien Monteleone wrote: > I am not unsympathetic to that conundrum! > > On 1/12/24 12:23 AM, David T. via gnucash-user wrote: >> if I have to remember to run the SLR in order to have them created, >> then I've just changed the work, not reduced it. I'm confused. I'm not having a problem, but I would like to understand the issue raised. When has it ever been necessary to run the "Since Last Run" menu selection? When I create a transaction, it fires when it's supposed to. I've just tried one now. I imagine "Create automatically" is necessary, but that's ticked by default so I don't have think about it. It's true that the transaction doesn't run immediately, but it does run the next time I reopen GC. Is that what's being referred to, that a new transaction, created on the same day as the first desired occurrence, doesn't fire in the same GC session unless you select "Since Last Run", though it _does_ fire automatically in the next GC session? (As I say, I've just tried this.) Or is there some change in behavior between 4.x and 5.x, and that's what's being referred to? Can someone clarify the issue, please? P.S. Someone referred to not being able to have formulas in a Scheduled Transaction. I just tried that too, with 100+100-50 in a debit split and 800-650 in a credit split. As I would have expected, when the transaction fired, the debit and credit splits both showed 150.00. (My currency is US dollars.) So it sure looks like formulas work. Again, maybe I'm misunderstanding the issue the person was talking about. Stan Brown Tehachapi, CA, USA https://BrownMath.com ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
Thanks all for the discussion. I can rest easy knowing that this is how the SX editor works. It just took me by surprise... David T. On Jan 12, 2024, 7:09 PM, at 7:09 PM, David Carlson wrote: >I consider the SX to be a graphical form of a script, and so I am not >sure >how the editor could detect what is safe to call an expression that >could >be evaluated while it is being edited. > > > >On Fri, Jan 12, 2024, 11:36 AM Adrien Monteleone < >adrien.montele...@lusfiber.net> wrote: > >> What I meant was it would indeed be nice that the SX Template entry >> allowed you to do math like a register does. >> >> I never meant to imply that one could edit the code from within the >app! >> >> Regards, >> Adrien >> >> On 1/12/24 11:27 AM, David Carlson wrote: >> > I beg to differ. Executing code while editing it would be an >invitation >> to >> > disaster. >> > >> > On Fri, Jan 12, 2024 at 10:25 AM Adrien Monteleone < >> > adrien.montele...@lusfiber.net> wrote: >> > >> >> Indeed, I should have tested it prior to commenting. >> >> >> >> Apologies for the noise. >> >> >> >> At the very least, being able to do math here with a result would >be a >> >> good RFE. >> >> >> >> I would only expect formulas to remain as formulas if they contain >> >> variables which require a prompt for value. >> >> ___ >> 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. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
I consider the SX to be a graphical form of a script, and so I am not sure how the editor could detect what is safe to call an expression that could be evaluated while it is being edited. On Fri, Jan 12, 2024, 11:36 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > What I meant was it would indeed be nice that the SX Template entry > allowed you to do math like a register does. > > I never meant to imply that one could edit the code from within the app! > > Regards, > Adrien > > On 1/12/24 11:27 AM, David Carlson wrote: > > I beg to differ. Executing code while editing it would be an invitation > to > > disaster. > > > > On Fri, Jan 12, 2024 at 10:25 AM Adrien Monteleone < > > adrien.montele...@lusfiber.net> wrote: > > > >> Indeed, I should have tested it prior to commenting. > >> > >> Apologies for the noise. > >> > >> At the very least, being able to do math here with a result would be a > >> good RFE. > >> > >> I would only expect formulas to remain as formulas if they contain > >> variables which require a prompt for value. > > ___ > 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] Template Transactions Behavior in Scheduled Transaction Editor
What I meant was it would indeed be nice that the SX Template entry allowed you to do math like a register does. I never meant to imply that one could edit the code from within the app! Regards, Adrien On 1/12/24 11:27 AM, David Carlson wrote: I beg to differ. Executing code while editing it would be an invitation to disaster. On Fri, Jan 12, 2024 at 10:25 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: Indeed, I should have tested it prior to commenting. Apologies for the noise. At the very least, being able to do math here with a result would be a good RFE. I would only expect formulas to remain as formulas if they contain variables which require a prompt for value. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
I beg to differ. Executing code while editing it would be an invitation to disaster. On Fri, Jan 12, 2024 at 10:25 AM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Indeed, I should have tested it prior to commenting. > > Apologies for the noise. > > At the very least, being able to do math here with a result would be a > good RFE. > > I would only expect formulas to remain as formulas if they contain > variables which require a prompt for value. > > Regards, > Adrien > > On 1/12/24 12:18 AM, David T. via gnucash-user wrote: > > I am pretty sure I tried that, but it didn't actually do the calculation > in the SX window. Which makes sense, I think, because that window allows > formulas that get processed at runtime. > > ___ > 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] Template Transactions Behavior in Scheduled Transaction Editor
Indeed, I should have tested it prior to commenting. Apologies for the noise. At the very least, being able to do math here with a result would be a good RFE. I would only expect formulas to remain as formulas if they contain variables which require a prompt for value. Regards, Adrien On 1/12/24 12:18 AM, David T. via gnucash-user wrote: I am pretty sure I tried that, but it didn't actually do the calculation in the SX window. Which makes sense, I think, because that window allows formulas that get processed at runtime. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
I am not unsympathetic to that conundrum! Regards, Adrien On 1/12/24 12:23 AM, David T. via gnucash-user wrote: if I have to remember to run the SLR in order to have them created, then I've just changed the work, not reduced it. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
By "manually enter" I mean to trigger the entry into the register of the next scheduled instance of a single scheduled transaction [SX] without invoking the Since Last Run druid. I would expect that to be an action available in the SX editor. Since one SX may contain more than one separate register transaction, I would expect the entire contents of the SX to be executed, including all the register transactions therein. I guess there would need to be some logic to detect that there were no pending edits, invalid arguments, to update the SX status and whatever to remain valid for the Since Last Run druid . On Thu, Jan 11, 2024 at 9:14 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > What do you mean by "manually enter a SX?" > > Regards, > Adrien > > On 1/11/24 4:19 PM, David Carlson wrote: > > I think that we need to see how SX's will work after the Since Last Run > > druid is fixed before proposing more improvements. If I understand > > correctly, there is an unresolved issue preventing nightly builds, so it > > will be difficult to test anything right now anyway. > > > > As for balancing SX's, I often resort to entering each value on both > sides, > > using plus [or minus] signs instead of summing multiple values. > > > > A long time ago I submitted a feature request to provide the ability to > > manually enter a SX. I think that would help in some cases. > > ___ > 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] Template Transactions Behavior in Scheduled Transaction Editor
I'll look into these options. I just have it in my head that the point of a scheduled transaction is to save me from having to remember to create a transaction, and if I have to remember to run the SLR in order to have them created, then I've just changed the work, not reduced it. But thanks for some alternatives to try! David T. On Jan 11, 2024, 8:51 PM, at 8:51 PM, Adrien Monteleone wrote: >That sounds like you have an SX to autocreate. Perhaps turn that off >and >it won't fire. > >Otherwise, perhaps turn off the preference to execute the Since Last >Run >dialog on startup. You can still run it manually to fire any pending >SXs, but otherwise, not have it bother you if you just want to pop in >and out to check a balance. > >Another option (which I use for other reasons) is to simply leave >GnuCash open 24/7. That lets me see and do whatever I want, and I just >run the SLR periodically to fire my SXs. (Oddly, there is no 'watcher' >that fires them when the system date should otherwise trigger them) > >Regards, >Adrien > >On 1/11/24 3:36 PM, David T. via gnucash-user wrote: >> I've found the "Prompt for value" option with SXes to be downright >annoying. >> >> I go to Gnucash to check the balances in a savings account, and the >SX dialog pops up asking me for a dollar amount for my electric bill >(and won't seem to let me just click past). Inevitably, I just put in >any old number-- defeating the whole purpose of that feature. >> >> So, I've opted to have balanced transactions that may be off, which I >correct when I reconcile the account. But then, I had to change some >figures in one complex SX, and it didn't supply the balancing split. > >___ >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] Template Transactions Behavior in Scheduled Transaction Editor
I am pretty sure I tried that, but it didn't actually do the calculation in the SX window. Which makes sense, I think, because that window allows formulas that get processed at runtime. David T. On Jan 11, 2024, 8:46 PM, at 8:46 PM, Adrien Monteleone wrote: >You don't have to do it in your head. > >While an extra step compared to normal registers, you can still do math > >on a split. > >When entering that balancing split, enter the amount as a sum formula. >(split one amount + split two amount, etc.) GnuCash will give you the >overall sum. > >Regards, >Adrien > >On 1/11/24 2:55 PM, David T. via gnucash-user wrote: >> I understand that there might be use cases in scheduled transactions >where one might not want an automatic calculation, but is there a way >to invoke it without manually adding up all the amounts in my head? > >___ >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] Template Transactions Behavior in Scheduled Transaction Editor
What do you mean by "manually enter a SX?" Regards, Adrien On 1/11/24 4:19 PM, David Carlson wrote: I think that we need to see how SX's will work after the Since Last Run druid is fixed before proposing more improvements. If I understand correctly, there is an unresolved issue preventing nightly builds, so it will be difficult to test anything right now anyway. As for balancing SX's, I often resort to entering each value on both sides, using plus [or minus] signs instead of summing multiple values. A long time ago I submitted a feature request to provide the ability to manually enter a SX. I think that would help in some cases. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
I think that we need to see how SX's will work after the Since Last Run druid is fixed before proposing more improvements. If I understand correctly, there is an unresolved issue preventing nightly builds, so it will be difficult to test anything right now anyway. As for balancing SX's, I often resort to entering each value on both sides, using plus [or minus] signs instead of summing multiple values. A long time ago I submitted a feature request to provide the ability to manually enter a SX. I think that would help in some cases. On Thu, Jan 11, 2024, 1:50 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > That sounds like you have an SX to autocreate. Perhaps turn that off and > it won't fire. > > Otherwise, perhaps turn off the preference to execute the Since Last Run > dialog on startup. You can still run it manually to fire any pending > SXs, but otherwise, not have it bother you if you just want to pop in > and out to check a balance. > > Another option (which I use for other reasons) is to simply leave > GnuCash open 24/7. That lets me see and do whatever I want, and I just > run the SLR periodically to fire my SXs. (Oddly, there is no 'watcher' > that fires them when the system date should otherwise trigger them) > > Regards, > Adrien > > On 1/11/24 3:36 PM, David T. via gnucash-user wrote: > > I've found the "Prompt for value" option with SXes to be downright > annoying. > > > > I go to Gnucash to check the balances in a savings account, and the SX > dialog pops up asking me for a dollar amount for my electric bill (and > won't seem to let me just click past). Inevitably, I just put in any old > number-- defeating the whole purpose of that feature. > > > > So, I've opted to have balanced transactions that may be off, which I > correct when I reconcile the account. But then, I had to change some > figures in one complex SX, and it didn't supply the balancing split. > > ___ > 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] Template Transactions Behavior in Scheduled Transaction Editor
That sounds like you have an SX to autocreate. Perhaps turn that off and it won't fire. Otherwise, perhaps turn off the preference to execute the Since Last Run dialog on startup. You can still run it manually to fire any pending SXs, but otherwise, not have it bother you if you just want to pop in and out to check a balance. Another option (which I use for other reasons) is to simply leave GnuCash open 24/7. That lets me see and do whatever I want, and I just run the SLR periodically to fire my SXs. (Oddly, there is no 'watcher' that fires them when the system date should otherwise trigger them) Regards, Adrien On 1/11/24 3:36 PM, David T. via gnucash-user wrote: I've found the "Prompt for value" option with SXes to be downright annoying. I go to Gnucash to check the balances in a savings account, and the SX dialog pops up asking me for a dollar amount for my electric bill (and won't seem to let me just click past). Inevitably, I just put in any old number-- defeating the whole purpose of that feature. So, I've opted to have balanced transactions that may be off, which I correct when I reconcile the account. But then, I had to change some figures in one complex SX, and it didn't supply the balancing split. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
You don't have to do it in your head. While an extra step compared to normal registers, you can still do math on a split. When entering that balancing split, enter the amount as a sum formula. (split one amount + split two amount, etc.) GnuCash will give you the overall sum. Regards, Adrien On 1/11/24 2:55 PM, David T. via gnucash-user wrote: I understand that there might be use cases in scheduled transactions where one might not want an automatic calculation, but is there a way to invoke it without manually adding up all the amounts in my head? ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
I would guess that the code for calculating the balancing amount as the sum of the other splits is part of the code that forces the transaction to be balanced before committing. Since SXs don't have this rule, that code to sum the other splits never gets executed. Regards, Adrien On 1/11/24 1:17 PM, Stan Brown (using GC 4.14) wrote: I've noticed that too. I'm not aware of any workaround. (Another difference is that if you enter an amount with fewer decimal places that appropriate for your currency, the SX editor does not fill in zeroes. They _are_ filled in when the transaction fires.) The SX editor doesn't force you to balance the transaction. I haven't tried this, but why not just leave it unbalanced, and when the transaction fires you'll have a split for Imbalance. You can then change that to the desired account. ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
I've found the "Prompt for value" option with SXes to be downright annoying. I go to Gnucash to check the balances in a savings account, and the SX dialog pops up asking me for a dollar amount for my electric bill (and won't seem to let me just click past). Inevitably, I just put in any old number-- defeating the whole purpose of that feature. So, I've opted to have balanced transactions that may be off, which I correct when I reconcile the account. But then, I had to change some figures in one complex SX, and it didn't supply the balancing split. David T. On Jan 11, 2024, 8:17 PM, at 8:17 PM, "Stan Brown (using GC 4.14)" wrote: >On 2024-01-11 12:55, David T. via gnucash-user wrote: >> Long time user working in Windows 10 with Gnucash 4.13. >> >> I have a number of scheduled transactions that I use; one of them >> has multiple splits. With the new year, I needed to update this >> scheduled transaction. I began modifying the amounts on different >> lines of the transaction, and when I got to entering the contra >> account against which all the other splits would balance, I was >> surprised to find that the automatic calculation feature of Gnucash >> registers was not active. I understand that there might be use cases >> in scheduled transactions where one might not want an automatic >> calculation, but is there a way to invoke it without manually adding >> up all the amounts in my head? > >I've noticed that too. I'm not aware of any workaround. (Another >difference is that if you enter an amount with fewer decimal places >that >appropriate for your currency, the SX editor does not fill in zeroes. >They _are_ filled in when the transaction fires.) > >The SX editor doesn't force you to balance the transaction. I haven't >tried this, but why not just leave it unbalanced, and when the >transaction fires you'll have a split for Imbalance. You can then >change >that to the desired account. > >Stan Brown >Tehachapi, CA, USA >https://BrownMath.com/ ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
On 2024-01-11 12:55, David T. via gnucash-user wrote: > Long time user working in Windows 10 with Gnucash 4.13. > > I have a number of scheduled transactions that I use; one of them > has multiple splits. With the new year, I needed to update this > scheduled transaction. I began modifying the amounts on different > lines of the transaction, and when I got to entering the contra > account against which all the other splits would balance, I was > surprised to find that the automatic calculation feature of Gnucash > registers was not active. I understand that there might be use cases > in scheduled transactions where one might not want an automatic > calculation, but is there a way to invoke it without manually adding > up all the amounts in my head? I've noticed that too. I'm not aware of any workaround. (Another difference is that if you enter an amount with fewer decimal places that appropriate for your currency, the SX editor does not fill in zeroes. They _are_ filled in when the transaction fires.) The SX editor doesn't force you to balance the transaction. I haven't tried this, but why not just leave it unbalanced, and when the transaction fires you'll have a split for Imbalance. You can then change that to the desired account. Stan Brown Tehachapi, CA, USA https://BrownMath.com/ ___ 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] Template Transactions Behavior in Scheduled Transaction Editor
Hello, Long time user working in Windows 10 with Gnucash 4.13. I have a number of scheduled transactions that I use; one of them has multiple splits. With the new year, I needed to update this scheduled transaction. I began modifying the amounts on different lines of the transaction, and when I got to entering the contra account against which all the other splits would balance, I was surprised to find that the automatic calculation feature of Gnucash registers was not active. I understand that there might be use cases in scheduled transactions where one might not want an automatic calculation, but is there a way to invoke it without manually adding up all the amounts in my head? David T. ___ 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.
