The biggest "variable" I need that I haven't been able to do is that I want
a check to "use the next check number" - I haven't been able to figure out
how to make that happen.
I assume that using "amt" (without quotes) for the amount stops things
because the amount should be numerical.
On Thu, Jan 5, 2023 at 7:48 AM Tommy Trussell <tommy.truss...@gmail.com>
wrote:
> When I use scheduled transactions, I always tell it to let me review all
> the created transactions. This is useful because, as you surmise, it
> generates the transactions on the dates as scheduled, even if I create them
> in advance.
>
> So, if the Since Last Run druid is prompting me to write a check or enter
> an online payment, I adjust the generated transaction in the register to
> reflect the actual date. (If I type a T it will supply Today's date, or if
> I repeatedly type + or - it will increment or decrement the date by a day
> at a time.)
>
> If I'm entering a transaction like a utility bill, I might adjust the
> exact date as described on the actual bill (these things often vary based
> on weekends, bank holidays, etc.).
>
> Note each scheduled transaction can also respect weekends by automatically
> adjusting its date before or after.
>
> Since I bought it up, I will delve into variables...
>
> I can use variables to automatically insert transaction amounts, but they
> require some experimentation and patience. For example, if I have the text
> "amt" (without the quotes) instead of exact currency amounts in the
> scheduled transaction, the Since Last Run druid will not complete until I
> supply the amount for the "amt" variable. I must type the amt amount AND
> press the Enter key for it to register properly.
>
> But I can enter more complicated formula variables (such as "amt*1.09") in
> the numerical fields of the transaction so the druid can calculate tax and
> other variable amounts.
>
> (ASIDE: I can use similar textual math, without variables, when I'm
> entering transactions in a register, so I find it useful there as well as
> when composing scheduled transactions. For example, when I'm keying in my
> gasoline receipts, I use the register to calculate my miles per gallon and
> enter that amount along with the odometer reading in the transaction memo.)
>
> The scheduled transaction system was designed to allow continually
> variable amounts like mortgages, but it's not possible in practice to
> exactly match the bank, so the "to the penny" agreement with your
> principal, interest, escrow, etc. has to happen by reconciling to your
> bank's monthly, quarterly, or annual statements. When I have a mortgage, I
> don't bother generating the mortgage calculation. I use fixed amounts and
> adjust them regularly. This topic has been discussed numerous times over
> the years on the GnuCash-User list.
>
>
> On January 4, 2023 10:40:03 PM CST, R Losey <rlo...@gmail.com> wrote:
>>
>> Thanks... this may be useful... I hadn't tried that approach.
>>
>> I don't usually have things go too far in advance, but I may try it.
>>
>> I needed this ability recently... I support a charity each year around 01
>> Jan... but they had a sponsor matching for 3 times the amount that ended 31
>> Dec, so I needed to enter it early. I didn't think about changing the
>> "Notify" time, but I instead entered it manually, and then went to the
>> Editor and told it to "Skip" the usual entry.
>>
>> When you tell it to "Create" the transaction, does it enter today's date
>> or the date in the editor? If the latter, you'd have to adjust it manually,
>> right?
>>
>>
>>
>> On Wed, Jan 4, 2023 at 3:06 PM Tommy Trussell <tommy.truss...@gmail.com>
>> wrote:
>>
>>> I enter scheduled transactions from the future all the time. For example,
>>> when I receive a utility bill or a credit card that will draft my bank
>>> account on the (future) draft date.
>>>
>>> The secret is to use the "Remind in advance" field in scheduled
>>> transactions. For my bills, the statement might usually come on the 15th
>>> of
>>> the month and draft on the 3rd day of the NEXT month. SO I have my
>>> reminder
>>> ("remind in advance") come up about 15+3=19 days before the draft date.
>>> It
>>> takes a few months to figure out about when the bills are usually "in
>>> hand"
>>> (online or by mail) but I adjust them for the usual, and note the bill
>>> dates in the name of the Scheduled Transaction. (For example: "Water
>>> bill/15 due/3").
>>>
>>> If an unusual situation (such as a February?) makes the bills available a
>>> few days sooner than usual before the draft date, I can either wait until
>>> the later date or temporarily increase the "remind in advance" field.
>>>
>>> Obviously if the amount doesn't change, such as a mortgage payment, you
>>> could use the "Create in advance" field, even months in advance, maybe to
>>> help you monitor cash flow.
>>>
>>> When the Since Last Run dialog comes up, HERE is where you have a
>>> "pop-up"
>>> you were looking for. The status of each transaction will be listed along
>>> with a little chevron to remind you the status can be changed. Change the
>>> ones you want to enter now to "To Create." If somehow you've gotten ahead
>>> of yourself (or behind the times), change the ones you're not ready from
>>> "To Create" to "Reminder."
>>>
>>> I am tempted to add a tip about using variables, but I'll stop here.
>>>
>>> On Tue, Jan 3, 2023 at 12:52 AM Adrien Monteleone <
>>> adrien.montele...@lusfiber.net> wrote:
>>>
>>> > Is this just a one-off? I'd just enter the transaction. If it is
>>> > complicated and you already have an instance in a register, duplicate
>>> it.
>>> >
>>> > If it hasn't ever occurred, and you don't want to manually enter it,
>>> > edit to run today, click Actions > Since Last Run to fire it off, then
>>> > edit to revert to your future date.
>>> >
>>> > But no, there is no way I can see to otherwise execute it.
>>> >
>>> > Regards,
>>> > Adrien
>>> >
>>> > On 1/3/23 12:36 AM, Fred Tydeman wrote:
>>> > > I looked in the Help: Tutorial and Concepts Guide in GC 4.13 for the
>>> > term:
>>> > > "scheduled transaction" and got no hits.
>>> > >
>>> > > My question is: Is it possible to select a scheduled transaction
>>> from
>>> > the
>>> > > future and have it be done now? I was hoping I could click on the
>>> > calendar
>>> > > entry and get a popup offering choices: Skip, Run now, Edit, ...
>>> >
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>>
>>
>>
--
_________________________________
Richard Losey
rlo...@gmail.com
Micah 6:8
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