The OP referenced an adjustment for inflation, so it seems like simply
upping various amounts.
Hence my suggestion to leave the template with the current amounts, and
add a variable multiplier which will be prompted by GnuCash.
But that suggestion didn't take into account creating transactions in
advance, and only contemplated creating them when they would naturally
occur. (you won't know the inflation multiplier in advance)
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While I don't create transactions far in advance, I like your idea of
noting an effective date. I have one transaction that changes every 6
months, so this will help me see the iteration a of particular transaction.
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The export/import idea is likely the best way to handle more than a
handful of transactions that need updating.
Regards,
Adrien
On 1/18/24 3:02 AM, David H wrote:
Ok David so what are you changing on your template that you want to update
to your already created txns ? Is it just a changed amount, are you adding
further splits, making significant changes ?
A bit roundabout but this is how I would handle the situation of a
significant change to a template record...
0. Backup your Gnucsh file just in case.
1. Forget about your existing template - disable it in fact.
2. Search for all created future txns matching the existing template.
3. Delete all 11 txns except for the very next occurrence.
4. Update the remaining next txn so it reflects what you want to see in
your template.
5. Right click on the updated txn and select "Schedule" to schedule it and
create a new template.
6. Update the new template record as necessary.
7. Run the "Since last run..." wizard to re-create your next 11 txns.
8. Double check the results.
Job Done :-)
I have a number of scheduled txns that change each year that I've tacked an
"Effective 2019/07/01", "Effective 2020/09/17" etc onto the template name.
As I create a new one I disable the old one, mind you I only create txns 60
days in advance not 12 months so no biggie for me :-)
Or
you could do the search for the future txns, export them to a spreadsheet,
delete them in Gnucash, update in the spreadsheet and then re-import being
careful to ensure you don't end up with duplicate txns because you
forgot to delete the txns you exported as I once did.
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