Hi David H,
That GnuCash Preference setting is definitely worthwhile to turn on. In
fact, I've already selected that option. The reason that doesn't really
help me though is that you're essentially waiting to get a statement to
reconcile before setting a payment amount. That's probably okay if you
have only a couple credit card accounts. In my case I'm keeping track
of close to a dozen credit cards. (Long story short: The wife and I use
different credit cards for different purchase types to get various cash
back rewards.) What I really want is to keep track of ALL the account
balances in REAL TIME -- not wait for end-of-month statements.
Tom
On 9/9/2025 10:28 PM, David H wrote:
There is also a Gnucash Preference - Preferences >> Reconciling >>
Automatic credit card payment which may be helpful. If you check it on
it will prompt you to set up the credit card payment while you are
reconciling your credit card.
Cheers David H.
On Wed, 10 Sept 2025 at 13:55, sunfish62--- via gnucash-user <gnucash-
[email protected] <mailto:[email protected]>> wrote:
There is no get-balance-as-of-date function. Your best option would
be to use the formula option that someone else mentioned and fill in
the amount when the scheduled transaction triggers.
David T.
On Sep 9, 2025, 6:09 PM, at 6:09 PM, Tom Route-36
<[email protected] <mailto:[email protected]>> wrote:
>Hi all,
>
>This is a follow-up to my earlier email question here. I really
would
>like some way of creating ongoing monthly Scheduled Transactions for
>each of my credit card accounts that will always default to the full
>credit card balance each month. What I'm trying to do is to be
able to
>
>look at a list of Scheduled Transactions for my checking account; and
>from that list know each month how high a balance my checking account
>needs to be in order to pay off all those credit cards in full. It
>seems like no one has been able to come up with an answer though. So
>let me ask a more specific question.
>
>When creating a Scheduled Transaction, the splits for each
transaction
>include two columns labeled Debit Formula and Credit Formula.
>Typically
>(for say an Internet provider or a Phone carrier) I'd enter whatever
>fixed amount I get charged each month as a FIXED dollar value. But
>since these columns are labeled "Formula" that also implies that I
can
>enter a mathematical expression (i.e., a formula) that results in a
>CALCULATED dollar value. There is some bare bones documentation
about
>formulas at this link:
>https://wiki.gnucash.org/wiki/Scheduled_Transactions <https://
wiki.gnucash.org/wiki/Scheduled_Transactions>. But I don't see
>any info there on how to query an account to get its current balance,
>which is what I need. Does anyone know how to grab an account
balance
>so that it can be included as a variable in a formula? If anyone has
>an
>idea about how to do that please let me know.
>
>Tom
>
>
>On 9/8/2025 4:04 PM, Tom Route-36 wrote:
>> Hi all,
>>
>> Does anyone know if there's a way in GnuCash to create monthly
>Scheduled
>> Transactions for a checking account to pay a credit card account
>where
>> the formula for the monthly transaction amount is always equal
to the
>
>> current monthly balance of the credit card account? What I'm hoping
>to
>> do is to have something functionally similar to "Bill and Income
>> Reminders" in Quicken. Please let me know if there's some way of
>doing
>> that.
>>
>> Tom
>
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