David,
I would be happy with just changed amounts. Phone bills, cable bills,
subscriptions all adjust upward in random ways at random times due to the
designed in inflation of our economy, plus newly invented or rescinded taxes
and fees. Wrong first take -- I cannot imagine being able to predict stock
splits! :D
The scheduled transaction screen code has the old and new values, so it is in a
great position to update the already scheduled transactions. You mean split or
3+way transactions! While mine are generally just simple a-b transactions,
there is no reason it could not work for 3 or more way transactions, like if
someone is tracking taxes on their cable bill for itemization -- just ask, if
yes, find the future txns that match the old template txn, delete each, enter
new template txn for same date!
While having my future bill and deposit txns in place does send the account
listed value up and down a lot, it is nice to see what upcoming expenses I need
to keep money in place for, moving excess out and moving savings in as needed.
Best,
David
On Thursday, January 18, 2024 at 04:02:54 AM EST, David H
<hell...@gmail.com> 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.
Cheers David H.
On Thu, 18 Jan 2024 at 08:56, David G. Pickett <dgpick...@aol.com> wrote:
Yes, when editing the template and there are future transactions matching the
old template, I want it to ask me if I want to update the pre-scheduled old
matching future transactions to match the new template.
On Wednesday, January 17, 2024 at 02:07:36 AM EST, David H
<hell...@gmail.com> wrote:
I honk he’s talking about having 1 template but the transactions have already
been created 12 months in advance. I.e. he wants to update the created tens
based on an updated template after the fact.
Regards David H.
On Wed, 17 Jan 2024 at 10:43 am, Gyle McCollam <gmccol...@live.com> wrote:
Instead of having 11 or 12 sx templates, why not have one that fires monthly?
Sent from Samsung Galaxy smartphone.
-------- Original message --------
From: "David G. Pickett via gnucash-user" <gnucash-user@gnucash.org>
Date: 1/16/24 6:18 PM (GMT-05:00)
To: Gnucash Users <gnucash-user@gnucash.org>
Subject: [GNC] Enhancement: Future sched txn update if updated template.
I schedule my periodic transactions a year in advance, but with constant
inflation, often the amount goes up. It'd be nice to have a way to, by
interactive option after I update the template, have gnucash update the already
generated future transactions to match an updated template transaction, so I do
not need to update 11 or 12 more places.
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