Thanks. Good to know it’s not just me – lol!
The thing about the template that is presented when editing a scheduled transaction is that I expected that it would start out populated to match the one that was selected to drive the process in the first place. Going in to edit and finding a blank template is, at the very least, confusing. As others are going to have to learn how to use this work. I think the easiest thing to do for most reoccurring transactions since most have a piece of data that changes from month-to-month is to just scroll back thru the G/J or use the search function and then duplicate a recent transaction. So, I dumped the ST approach and just made a single, complex transaction for the 1st of the month that posts all units’ assessments owed to their accounts. Now the first step each month will be to just duplicate that. From: David Carlson <david.carlson....@gmail.com> Sent: Saturday, January 29, 2022 01:31 To: Jed Taylor <vend...@offthedial.com> Cc: Gnucash Users <gnucash-user@gnucash.org> Subject: Re: [GNC] Can't get Scheduled Transactions to work Jed, Scheduled transactions have had an issue for a long time that may explain part of what you are seeing, as it involves templates showing up unexpectedly in certain situations. see https://bugs.gnucash.org/show_bug.cgi?id=741674, which, coincidentally is just now being addressed, but it does not explain everything that you are describing. One other characteristic of scheduled transactions that is not obvious is the fact that when an existing transaction is taken as a template to create a new scheduled transaction, that transaction does not become a vector to use to point the editor to the template for further editing like transactions which have actually been created by the Since Last Run demon. In other words, I can add a little information but I do not have enough information to solve your concern. Sorry that I cannot help more. On Fri, Jan 28, 2022 at 8:38 PM Jed Taylor <vend...@offthedial.com <mailto:vend...@offthedial.com> > wrote: Second update - Well, more issues. I went into the ST editor to look at what I've done so far, and for each of the five I've created so far, the template is empty. If the template is empty, instead of having the correct accounts to post the transaction to, how is it going work on 2022-02-01? -----Original Message----- From: gnucash-user <gnucash-user-bounces+vendors=offthedial....@gnucash.org <mailto:offthedial....@gnucash.org> > On Behalf Of Jed Taylor Sent: Friday, January 28, 2022 15:49 To: gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> Subject: [GNC] Can't get Scheduled Transactions to work GnuCash v4.6 on Windows 10. I'm working on setting up the books for my condo association, which has 20 units. With 20 units, I'd like to have GnuCash automatically post the monthly assessment due from each unit, which is a different amount for each, on the first of the month to the G/J. I've read the Help on STs, and followed the steps, as well as gotten into editing the ST. So far, I simply can't get this feature to work. I'm testing this feature using only one unit to start. The books open in late 2020-09, so the first entry for assessments is dated 2020-10-01. I created a G/J entry that posts the amount for the unit to its A/R & Income accounts. So far, so good. Then, I select that transaction and click on the "Schedule" button and tell the dialog I want a monthly transaction. I've tried this using both 10-01 and 11-01 as the start date for the ST, and I'm getting the same results. I have also tried this using the current date for my PC's date as well as resetting my PCs date to 2020-11-01. Each time I can get the ST to post, the two account fields are filled with hexadecimal characters rather than actual accounts from the template transaction. The account balances remain unchanged. If I go to the G/J and click on the entry, GC tells me the account doesn't exist and asks me if I want to create it. If I examine the entry for the ST, when I go to the Template window, the information for the transaction is blank. When I fill in the information there, it accepts it, but when it posts, again, I get the same nonsense hex for the accounts rather than what I've assigned. What I expected to happen when I set up the ST is for every month between 2020-10-01 and 2022-01-01 to post to the G/J and have the ST slice of the app tell me that the next one ready to post would be for 2022-02. Clearly, I'm missing something. What is it? TIA. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- 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 <mailto:gnucash-user@gnucash.org> To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- 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 If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.