On Sun, Jan 14, 2001 at 12:42:57AM -0500, [EMAIL PROTECTED] wrote:

| In all the (recently sparse) discussion of budgeting and scheduled
| transactions, 

Well, I'm back in active duty after a very busy holiday season... right
now I'm trying to get some early form of a design doc together, and
generally figure out how a) the budgeting structures are arranged, and b)
how they integrate into GnuCash and the GnuCash UI.  A UI mockup of one
of my thoughts is attached, to whet appetities. :)

| people seem to like to lump scheduled transactions in
| with budgeting. I still think this is a mistake. Budgeting is a big
| is more broadly applicable. 

This is true.  I agree with the assertion that budgeting may not be used
by all; perhaps there is some smaller subsystem for scheduled transactions,
which the budgeting subsystem can utilize...

|    My suggestion: a new entry "Repeat..." could be added to the
|    right-click menu for transactions in the register. When "Repeat..."

Sounds right...

|    into the future, and add any to the register which have not been
|    added previously. A new reconcile status (maybe "N") would be used
|    to indicate that these transactions are only scheduled and have not
|    yet occurred, unless the user had checked "record automatically"
|    when scheduling the transaction.

In talking about this in #gnucash, it looks like the best way to do this
is to add seperate code in the register which will deal with a seperate
list of scheduled transactions... as opposed to faux transactions being
created [and then having to be maintained when the frequency of the
schedule changes] and placed in the xaction list the register loops over.

But, yes... some context-sensitive menu in the register seems like the right
place to be able to instantiate scheduled transactions.  There are also
a couple of other times when scheduled xactions should be instantiated...

. when a QIF file is imported, it'd be nice for all scheduled xactions
  which are part of that import to be "okayed" by the user in one dialog.

. it'd be nice to have a seperate window of all xactions which have come
  due since the last gnucash invocation, all in one dlg for the use to
  quickly Do the Right Thing [write checks, perform on-line banking, &c].

...jsled

budget-UI-mockup-0.png

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