Re: [GNC] Scheduled transaction with variable amount
On my phone I cannot see the thread history while replying. I think the OP wants a feature that doesn't exist, but I hope he understands how the existing program works. On Wed, Jul 28, 2021, 12:31 PM David Carlson wrote: > D, > > I plead guilty to being a co-conspirator to the hijacking. > > Glad Gyle found his solution. > > If the OP needs additional help, please speak up. > > > On Wed, Jul 28, 2021, 12:10 PM D wrote: > >> So, now this thread is officially hijacked. I hope OP finds a solution to >> his problem, or reports back his solution. >> On Jul 28, 2021, at 11:33, David Carlson >> wrote: >>> >>> Gyle, >>> >>> It looks like there are some spurious characters somewhere in your >>> data. Do you see problems in any other windows such as import windows, the >>> chart of accounts or other places? >>> >>> On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam < gmccol...@live.com> >>> wrote: >>> >>>> Speaking of reconciliation, I have a problem with deposits not showing >>>> on one of my accounts and I don't know why this is happening (see below). >>>> I didn't include the right side, which is fine, because it shows other >>>> banks and credit accounts. Even if I maximize the page it doesn't change. >>>> [cid:4011b06e-5772-49ff-b374-e249e2baaa78] >>>> >>>> >>>> Thank You, >>>> Gyle McCollam >>>> >>>> Gyle McCollam >>>> >>>> 609.680.2326 Mobile >>>> >>>> gmccol...@live.com email >>>> >>>> ________ >>>> From: D. < sunfis...@yahoo.com> >>>> Sent: Wednesday, July 28, 2021 8:17 AM >>>> To: Aleksandar Kocic < akoci...@gmail.com> >>>> Cc: David Carlson < david.carlson@gmail.com>; Gyle McCollam < >>>> gmccol...@live.com>; gnucash-user@gnucash.org < >>>> gnucash-user@gnucash.org>; Derek Atkins < de...@ihtfp.com> >>>> Subject: Re: [GNC] Scheduled transaction with variable amount >>>> >>>> Creating a transaction for a total amount as of a certain date doesn't >>>> seem particularly useful. What if you have a dispute, or a return, or a >>>> transaction that is not accurate, or needs correction? An >>>> automatically-created transaction will need to be corrected as well. >>>> >>>> Gnucash provides an option during the final step of the reconcile >>>> process to create a payment in the total statement amount. From an >>>> accounting perspective, this is the best point to create this payment. You >>>> have just established that your books and theirs match, and the amount due >>>> is confirmed. >>>> >>>> If you're not seeing this dialog during the reconcile process, you have >>>> turned the feature off for that account, but it can be reset. Just don't >>>> ask me how... >>>> >>>> David T. >>>> >>>> From: Aleksandar Kocic >>>> Sent: Tue Jul 27 21:51:04 EDT 2021 >>>> To: David Carlson >>>> Cc: Gyle McCollam , " gnucash-user@gnucash.org" , Derek Atkins >>>> Subject: Re: [GNC] Scheduled transaction with variable amount >>>> >>>> >>>> Thanks, >>>> >>>> While there is a way to not enter the amount, it is not an automated >>>> process, and, in a sense, it is not different from putting a random >>>> value >>>> and changing it later. Also, if a transaction can't be created >>>> automatically, it means it will be even more manual steps to get it >>>> done. >>>> >>>> What I was looking for is a scheduler checking the account balance and >>>> setting the value automatically. >>>> >>>> Maybe one day. >>>> >>>> Regards, >>>> Aleksandar >>>> >>>> On Tue, Jul 27, 2021 at 8:43 PM David Carlson < >>>> david.carlson@gmail.com> >>>> wrote: >>>> >>>> Gyle, >>>> >>>> I believe you cannot create a transaction with a variable >>>> automatically >>>> created, i.e. do not check the second box in the editor screen. Then >>>> it >>>> will ask for a value when you run the since last run assistant. >>>> >>>> On
Re: [GNC] Scheduled transaction with variable amount
Thanks, I am good. Regards, Aleksandar On Wed, Jul 28, 2021 at 1:32 PM David Carlson wrote: > D, > > I plead guilty to being a co-conspirator to the hijacking. > > Glad Gyle found his solution. > > If the OP needs additional help, please speak up. > > > On Wed, Jul 28, 2021, 12:10 PM D wrote: > > > So, now this thread is officially hijacked. I hope OP finds a solution to > > his problem, or reports back his solution. > > On Jul 28, 2021, at 11:33, David Carlson > > wrote: > >> > >> Gyle, > >> > >> It looks like there are some spurious characters somewhere in your data. > >> Do you see problems in any other windows such as import windows, the > chart > >> of accounts or other places? > >> > >> On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam < gmccol...@live.com> > >> wrote: > >> > >>> Speaking of reconciliation, I have a problem with deposits not showing > >>> on one of my accounts and I don't know why this is happening (see > below). > >>> I didn't include the right side, which is fine, because it shows other > >>> banks and credit accounts. Even if I maximize the page it doesn't > change. > >>> [cid:4011b06e-5772-49ff-b374-e249e2baaa78] > >>> > >>> > >>> Thank You, > >>> Gyle McCollam > >>> > >>> Gyle McCollam > >>> > >>> 609.680.2326 Mobile > >>> > >>> gmccol...@live.com email > >>> > >>> ________ > >>> From: D. < sunfis...@yahoo.com> > >>> Sent: Wednesday, July 28, 2021 8:17 AM > >>> To: Aleksandar Kocic < akoci...@gmail.com> > >>> Cc: David Carlson < david.carlson@gmail.com>; Gyle McCollam < > >>> gmccol...@live.com>; gnucash-user@gnucash.org < > gnucash-user@gnucash.org>; > >>> Derek Atkins < de...@ihtfp.com> > >>> Subject: Re: [GNC] Scheduled transaction with variable amount > >>> > >>> Creating a transaction for a total amount as of a certain date doesn't > >>> seem particularly useful. What if you have a dispute, or a return, or a > >>> transaction that is not accurate, or needs correction? An > >>> automatically-created transaction will need to be corrected as well. > >>> > >>> Gnucash provides an option during the final step of the reconcile > >>> process to create a payment in the total statement amount. From an > >>> accounting perspective, this is the best point to create this payment. > You > >>> have just established that your books and theirs match, and the amount > due > >>> is confirmed. > >>> > >>> If you're not seeing this dialog during the reconcile process, you have > >>> turned the feature off for that account, but it can be reset. Just > don't > >>> ask me how... > >>> > >>> David T. > >>> > >>> From: Aleksandar Kocic > >>> Sent: Tue Jul 27 21:51:04 EDT 2021 > >>> To: David Carlson > >>> Cc: Gyle McCollam , " gnucash-user@gnucash.org" , Derek Atkins > >>> Subject: Re: [GNC] Scheduled transaction with variable amount > >>> > >>> > >>> Thanks, > >>> > >>> While there is a way to not enter the amount, it is not an automated > >>> process, and, in a sense, it is not different from putting a random > >>> value > >>> and changing it later. Also, if a transaction can't be created > >>> automatically, it means it will be even more manual steps to get it > >>> done. > >>> > >>> What I was looking for is a scheduler checking the account balance and > >>> setting the value automatically. > >>> > >>> Maybe one day. > >>> > >>> Regards, > >>> Aleksandar > >>> > >>> On Tue, Jul 27, 2021 at 8:43 PM David Carlson < > >>> david.carlson@gmail.com> > >>> wrote: > >>> > >>> Gyle, > >>> > >>> I believe you cannot create a transaction with a variable > automatically > >>> created, i.e. do not check the second box in the editor screen. Then > >>> it > >>> will ask for a value when you run the since last run assistant. > >>> > >>> On Tue, Jul 27, 2021 a
Re: [GNC] Scheduled transaction with variable amount
D, I plead guilty to being a co-conspirator to the hijacking. Glad Gyle found his solution. If the OP needs additional help, please speak up. On Wed, Jul 28, 2021, 12:10 PM D wrote: > So, now this thread is officially hijacked. I hope OP finds a solution to > his problem, or reports back his solution. > On Jul 28, 2021, at 11:33, David Carlson > wrote: >> >> Gyle, >> >> It looks like there are some spurious characters somewhere in your data. >> Do you see problems in any other windows such as import windows, the chart >> of accounts or other places? >> >> On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam < gmccol...@live.com> >> wrote: >> >>> Speaking of reconciliation, I have a problem with deposits not showing >>> on one of my accounts and I don't know why this is happening (see below). >>> I didn't include the right side, which is fine, because it shows other >>> banks and credit accounts. Even if I maximize the page it doesn't change. >>> [cid:4011b06e-5772-49ff-b374-e249e2baaa78] >>> >>> >>> Thank You, >>> Gyle McCollam >>> >>> Gyle McCollam >>> >>> 609.680.2326 Mobile >>> >>> gmccol...@live.com email >>> >>> >>> From: D. < sunfis...@yahoo.com> >>> Sent: Wednesday, July 28, 2021 8:17 AM >>> To: Aleksandar Kocic < akoci...@gmail.com> >>> Cc: David Carlson < david.carlson@gmail.com>; Gyle McCollam < >>> gmccol...@live.com>; gnucash-user@gnucash.org < gnucash-user@gnucash.org>; >>> Derek Atkins < de...@ihtfp.com> >>> Subject: Re: [GNC] Scheduled transaction with variable amount >>> >>> Creating a transaction for a total amount as of a certain date doesn't >>> seem particularly useful. What if you have a dispute, or a return, or a >>> transaction that is not accurate, or needs correction? An >>> automatically-created transaction will need to be corrected as well. >>> >>> Gnucash provides an option during the final step of the reconcile >>> process to create a payment in the total statement amount. From an >>> accounting perspective, this is the best point to create this payment. You >>> have just established that your books and theirs match, and the amount due >>> is confirmed. >>> >>> If you're not seeing this dialog during the reconcile process, you have >>> turned the feature off for that account, but it can be reset. Just don't >>> ask me how... >>> >>> David T. >>> >>> From: Aleksandar Kocic >>> Sent: Tue Jul 27 21:51:04 EDT 2021 >>> To: David Carlson >>> Cc: Gyle McCollam , " gnucash-user@gnucash.org" , Derek Atkins >>> Subject: Re: [GNC] Scheduled transaction with variable amount >>> >>> >>> Thanks, >>> >>> While there is a way to not enter the amount, it is not an automated >>> process, and, in a sense, it is not different from putting a random >>> value >>> and changing it later. Also, if a transaction can't be created >>> automatically, it means it will be even more manual steps to get it >>> done. >>> >>> What I was looking for is a scheduler checking the account balance and >>> setting the value automatically. >>> >>> Maybe one day. >>> >>> Regards, >>> Aleksandar >>> >>> On Tue, Jul 27, 2021 at 8:43 PM David Carlson < >>> david.carlson@gmail.com> >>> wrote: >>> >>> Gyle, >>> >>> I believe you cannot create a transaction with a variable automatically >>> created, i.e. do not check the second box in the editor screen. Then >>> it >>> will ask for a value when you run the since last run assistant. >>> >>> On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam < gmccol...@live.com> >>> wrote: >>> >>> Derek, this is something I was looking for, however when I tried to put >>> "total" in the debit and credit formula it wouldn't allow the "s. So I >>> tried with the quotes and it wouldn't save the scheduled transaction. >>> See >>> the attach screen shot. Can you tell me what I did wrong? >>> >>> [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] >>> >>> Thank You, >>> >>> Gyle McCollam >>> >>> Gyle McCollam >>
Re: [GNC] Scheduled transaction with variable amount
No, but your "spurious characters" mention turns out was spot on, although it took me a while to see it. There was an automatic transaction each month that was being created that had an erroneous and extremely long entry in the numeric column. Once I edited that entry everything was fine. I adjusted the automatic transaction as well so it doesn't happen next month. Thanks again for your help, it is appreciated and sorry it took so long to see the error of my ways. As usual, USER ERROR! Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: David Carlson Sent: Wednesday, July 28, 2021 12:54 PM To: Gyle McCollam Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Scheduled transaction with variable amount Gyle, Whatever the problem is, it seems to be only with that one account. Have you tried Actions > Check and Repair > All Transactions while viewing that account register? On Wed, Jul 28, 2021 at 11:44 AM Gyle McCollam mailto:gmccol...@live.com>> wrote: I found that is the problem. When I maximize the reconciliation window I see the scroll bar. When I scroll all the way to the right I see the other columns. However, it will let me make the 2nd column bigger, but it will not let me make it smaller. I can adjust the other columns either smaller or larger, just not that second column. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: David Carlson mailto:david.carlson@gmail.com>> Sent: Wednesday, July 28, 2021 11:32 AM To: Gyle McCollam mailto:gmccol...@live.com>> Cc: D. mailto:sunfis...@yahoo.com>>; bugs-ad...@bugs.gnucash.org<mailto:bugs-ad...@bugs.gnucash.org> mailto:bugs-ad...@bugs.gnucash.org>>; gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> mailto:gnucash-user@gnucash.org>> Subject: Re: [GNC] Scheduled transaction with variable amount Gyle, It looks like there are some spurious characters somewhere in your data. Do you see problems in any other windows such as import windows, the chart of accounts or other places? On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam mailto:gmccol...@live.com>> wrote: Speaking of reconciliation, I have a problem with deposits not showing on one of my accounts and I don't know why this is happening (see below). I didn't include the right side, which is fine, because it shows other banks and credit accounts. Even if I maximize the page it doesn't change. [cid:4011b06e-5772-49ff-b374-e249e2baaa78] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@live.com><mailto:gmccol...@gyleshomes.com<mailto:gmccol...@gyleshomes.com>> email From: D. mailto:sunfis...@yahoo.com>> Sent: Wednesday, July 28, 2021 8:17 AM To: Aleksandar Kocic mailto:akoci...@gmail.com>> Cc: David Carlson mailto:david.carlson@gmail.com>>; Gyle McCollam mailto:gmccol...@live.com>>; gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> mailto:gnucash-user@gnucash.org>>; Derek Atkins mailto:de...@ihtfp.com>> Subject: Re: [GNC] Scheduled transaction with variable amount Creating a transaction for a total amount as of a certain date doesn't seem particularly useful. What if you have a dispute, or a return, or a transaction that is not accurate, or needs correction? An automatically-created transaction will need to be corrected as well. Gnucash provides an option during the final step of the reconcile process to create a payment in the total statement amount. From an accounting perspective, this is the best point to create this payment. You have just established that your books and theirs match, and the amount due is confirmed. If you're not seeing this dialog during the reconcile process, you have turned the feature off for that account, but it can be reset. Just don't ask me how... David T. From: Aleksandar Kocic Sent: Tue Jul 27 21:51:04 EDT 2021 To: David Carlson Cc: Gyle McCollam , "gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org>" , Derek Atkins Subject: Re: [GNC] Scheduled transaction with variable amount Thanks, While there is a way to not enter the amount, it is not an automated process, and, in a sense, it is not different from putting a random value and changing it later. Also, if a transaction can't be created automatically, it means it will be even more manual steps to get it done. What I was looking for is a scheduler checking the account balance and setting the value automatically. Maybe one day. Regards, Aleksandar On Tue, Jul 27, 2021 at
Re: [GNC] Scheduled transaction with variable amount
So, now this thread is officially hijacked. I hope OP finds a solution to his problem, or reports back his solution. On Jul 28, 2021, 11:33, at 11:33, David Carlson wrote: >Gyle, > >It looks like there are some spurious characters somewhere in your >data. >Do you see problems in any other windows such as import windows, the >chart >of accounts or other places? > >On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam >wrote: > >> Speaking of reconciliation, I have a problem with deposits not >showing on >> one of my accounts and I don't know why this is happening (see >below). I >> didn't include the right side, which is fine, because it shows other >banks >> and credit accounts. Even if I maximize the page it doesn't change. >> [cid:4011b06e-5772-49ff-b374-e249e2baaa78] >> >> >> Thank You, >> Gyle McCollam >> >> Gyle McCollam >> >> 609.680.2326 Mobile >> >> gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email >> >> >> From: D. >> Sent: Wednesday, July 28, 2021 8:17 AM >> To: Aleksandar Kocic >> Cc: David Carlson ; Gyle McCollam < >> gmccol...@live.com>; gnucash-user@gnucash.org >; >> Derek Atkins >> Subject: Re: [GNC] Scheduled transaction with variable amount >> >> Creating a transaction for a total amount as of a certain date >doesn't >> seem particularly useful. What if you have a dispute, or a return, or >a >> transaction that is not accurate, or needs correction? An >> automatically-created transaction will need to be corrected as well. >> >> Gnucash provides an option during the final step of the reconcile >process >> to create a payment in the total statement amount. From an accounting >> perspective, this is the best point to create this payment. You have >just >> established that your books and theirs match, and the amount due is >> confirmed. >> >> If you're not seeing this dialog during the reconcile process, you >have >> turned the feature off for that account, but it can be reset. Just >don't >> ask me how... >> >> David T. >> >> From: Aleksandar Kocic >> Sent: Tue Jul 27 21:51:04 EDT 2021 >> To: David Carlson >> Cc: Gyle McCollam , "gnucash-user@gnucash.org" , Derek Atkins >> Subject: Re: [GNC] Scheduled transaction with variable amount >> >> >> Thanks, >> >> While there is a way to not enter the amount, it is not an automated >> process, and, in a sense, it is not different from putting a random >value >> and changing it later. Also, if a transaction can't be created >> automatically, it means it will be even more manual steps to get it >done. >> >> What I was looking for is a scheduler checking the account balance >and >> setting the value automatically. >> >> Maybe one day. >> >> Regards, >> Aleksandar >> >> On Tue, Jul 27, 2021 at 8:43 PM David Carlson >> > >> wrote: >> >> Gyle, >> >> I believe you cannot create a transaction with a variable >automatically >> created, i.e. do not check the second box in the editor screen. >Then it >> will ask for a value when you run the since last run assistant. >> >> On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam >wrote: >> >> Derek, this is something I was looking for, however when I tried to >put >> "total" in the debit and credit formula it wouldn't allow the "s. >So I >> tried with the quotes and it wouldn't save the scheduled >transaction. >> See >> the attach screen shot. Can you tell me what I did wrong? >> >> [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] >> >> Thank You, >> >> Gyle McCollam >> >> Gyle McCollam >> >> 609.680.2326 Mobile >> >> gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email >> >> >> >> From: gnucash-user > http://gmail.com>@gnucash.org> >> on >> behalf of Derek Atkins >> Sent: Tuesday, July 27, 2021 4:37 PM >> To: Aleksandar Kocic >> Cc: Gnucash Users >> Subject: Re: [GNC] Scheduled transaction with variable amount >> >> Hi, >> >> On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: >> Hi there, >> >> I wonder if it would be possible to schedule a transaction with a >> variable >> amount. For example, if I want to
Re: [GNC] Scheduled transaction with variable amount
Gyle, Whatever the problem is, it seems to be only with that one account. Have you tried Actions > Check and Repair > All Transactions while viewing that account register? On Wed, Jul 28, 2021 at 11:44 AM Gyle McCollam wrote: > I found that is the problem. When I maximize the reconciliation window I > see the scroll bar. When I scroll all the way to the right I see the other > columns. However, it will let me make the 2nd column bigger, but it will > not let me make it smaller. I can adjust the other columns either smaller > or larger, just not that second column. > > Thank You, > *Gyle McCollam* > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.comemail > -- > *From:* David Carlson > *Sent:* Wednesday, July 28, 2021 11:32 AM > *To:* Gyle McCollam > *Cc:* D. ; bugs-ad...@bugs.gnucash.org < > bugs-ad...@bugs.gnucash.org>; gnucash-user@gnucash.org < > gnucash-user@gnucash.org> > *Subject:* Re: [GNC] Scheduled transaction with variable amount > > Gyle, > > It looks like there are some spurious characters somewhere in your data. > Do you see problems in any other windows such as import windows, the chart > of accounts or other places? > > On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam wrote: > > Speaking of reconciliation, I have a problem with deposits not showing on > one of my accounts and I don't know why this is happening (see below). I > didn't include the right side, which is fine, because it shows other banks > and credit accounts. Even if I maximize the page it doesn't change. > [cid:4011b06e-5772-49ff-b374-e249e2baaa78] > > > Thank You, > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > From: D. > Sent: Wednesday, July 28, 2021 8:17 AM > To: Aleksandar Kocic > Cc: David Carlson ; Gyle McCollam < > gmccol...@live.com>; gnucash-user@gnucash.org ; > Derek Atkins > Subject: Re: [GNC] Scheduled transaction with variable amount > > Creating a transaction for a total amount as of a certain date doesn't > seem particularly useful. What if you have a dispute, or a return, or a > transaction that is not accurate, or needs correction? An > automatically-created transaction will need to be corrected as well. > > Gnucash provides an option during the final step of the reconcile process > to create a payment in the total statement amount. From an accounting > perspective, this is the best point to create this payment. You have just > established that your books and theirs match, and the amount due is > confirmed. > > If you're not seeing this dialog during the reconcile process, you have > turned the feature off for that account, but it can be reset. Just don't > ask me how... > > David T. > > From: Aleksandar Kocic > Sent: Tue Jul 27 21:51:04 EDT 2021 > To: David Carlson > Cc: Gyle McCollam , "gnucash-user@gnucash.org" , Derek Atkins > Subject: Re: [GNC] Scheduled transaction with variable amount > > > Thanks, > > While there is a way to not enter the amount, it is not an automated > process, and, in a sense, it is not different from putting a random value > and changing it later. Also, if a transaction can't be created > automatically, it means it will be even more manual steps to get it done. > > What I was looking for is a scheduler checking the account balance and > setting the value automatically. > > Maybe one day. > > Regards, > Aleksandar > > On Tue, Jul 27, 2021 at 8:43 PM David Carlson > > wrote: > > Gyle, > > I believe you cannot create a transaction with a variable automatically > created, i.e. do not check the second box in the editor screen. Then it > will ask for a value when you run the since last run assistant. > > On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam wrote: > > Derek, this is something I was looking for, however when I tried to put > "total" in the debit and credit formula it wouldn't allow the "s. So I > tried with the quotes and it wouldn't save the scheduled transaction. > See > the attach screen shot. Can you tell me what I did wrong? > > [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] > > Thank You, > > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > > From: gnucash-user http://gmail.com>@gnucash.org> > on > behalf of
Re: [GNC] Scheduled transaction with variable amount
I found that is the problem. When I maximize the reconciliation window I see the scroll bar. When I scroll all the way to the right I see the other columns. However, it will let me make the 2nd column bigger, but it will not let me make it smaller. I can adjust the other columns either smaller or larger, just not that second column. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: David Carlson Sent: Wednesday, July 28, 2021 11:32 AM To: Gyle McCollam Cc: D. ; bugs-ad...@bugs.gnucash.org ; gnucash-user@gnucash.org Subject: Re: [GNC] Scheduled transaction with variable amount Gyle, It looks like there are some spurious characters somewhere in your data. Do you see problems in any other windows such as import windows, the chart of accounts or other places? On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam mailto:gmccol...@live.com>> wrote: Speaking of reconciliation, I have a problem with deposits not showing on one of my accounts and I don't know why this is happening (see below). I didn't include the right side, which is fine, because it shows other banks and credit accounts. Even if I maximize the page it doesn't change. [cid:4011b06e-5772-49ff-b374-e249e2baaa78] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@live.com><mailto:gmccol...@gyleshomes.com<mailto:gmccol...@gyleshomes.com>> email From: D. mailto:sunfis...@yahoo.com>> Sent: Wednesday, July 28, 2021 8:17 AM To: Aleksandar Kocic mailto:akoci...@gmail.com>> Cc: David Carlson mailto:david.carlson@gmail.com>>; Gyle McCollam mailto:gmccol...@live.com>>; gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> mailto:gnucash-user@gnucash.org>>; Derek Atkins mailto:de...@ihtfp.com>> Subject: Re: [GNC] Scheduled transaction with variable amount Creating a transaction for a total amount as of a certain date doesn't seem particularly useful. What if you have a dispute, or a return, or a transaction that is not accurate, or needs correction? An automatically-created transaction will need to be corrected as well. Gnucash provides an option during the final step of the reconcile process to create a payment in the total statement amount. From an accounting perspective, this is the best point to create this payment. You have just established that your books and theirs match, and the amount due is confirmed. If you're not seeing this dialog during the reconcile process, you have turned the feature off for that account, but it can be reset. Just don't ask me how... David T. From: Aleksandar Kocic Sent: Tue Jul 27 21:51:04 EDT 2021 To: David Carlson Cc: Gyle McCollam , "gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org>" , Derek Atkins Subject: Re: [GNC] Scheduled transaction with variable amount Thanks, While there is a way to not enter the amount, it is not an automated process, and, in a sense, it is not different from putting a random value and changing it later. Also, if a transaction can't be created automatically, it means it will be even more manual steps to get it done. What I was looking for is a scheduler checking the account balance and setting the value automatically. Maybe one day. Regards, Aleksandar On Tue, Jul 27, 2021 at 8:43 PM David Carlson mailto:david.carlson@gmail.com>> wrote: Gyle, I believe you cannot create a transaction with a variable automatically created, i.e. do not check the second box in the editor screen. Then it will ask for a value when you run the since last run assistant. On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam mailto:gmccol...@live.com>> wrote: Derek, this is something I was looking for, however when I tried to put "total" in the debit and credit formula it wouldn't allow the "s. So I tried with the quotes and it wouldn't save the scheduled transaction. See the attach screen shot. Can you tell me what I did wrong? [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@live.com><mailto:gmccol...@gyleshomes.com<mailto:gmccol...@gyleshomes.com>> email From: gnucash-user http://gmail.com><http://gmail.com>@gnucash.org<http://gnucash.org>> on behalf of Derek Atkins mailto:de...@ihtfp.com>> Sent: Tuesday, July 27, 2021 4:37 PM To: Aleksandar Kocic mailto:akoci...@gmail.com>> Cc: Gnucash Users mailto:gnucash-user@gnucash.org>> Subject: Re: [GNC] Scheduled transaction with variable amount Hi, On Tue, July 27, 2021 4:24 pm, A
Re: [GNC] Scheduled transaction with variable amount
No and it is only in that one account. All other reconciliation windows are fine. The amounts are there and I can clear them by pressing the space key, I just can't see them. Don't know if the picture came through last time because it had other characters in the reply, so I'm sending it again. I notice now that there is no heading in the column, as on the right side. Is it possible the column has somehow become too wide? [cid:4f999a17-0d19-4b1c-8ce8-e73cc65241ff] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: David Carlson Sent: Wednesday, July 28, 2021 11:32 AM To: Gyle McCollam Cc: D. ; bugs-ad...@bugs.gnucash.org ; gnucash-user@gnucash.org Subject: Re: [GNC] Scheduled transaction with variable amount Gyle, It looks like there are some spurious characters somewhere in your data. Do you see problems in any other windows such as import windows, the chart of accounts or other places? On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam mailto:gmccol...@live.com>> wrote: Speaking of reconciliation, I have a problem with deposits not showing on one of my accounts and I don't know why this is happening (see below). I didn't include the right side, which is fine, because it shows other banks and credit accounts. Even if I maximize the page it doesn't change. [cid:4011b06e-5772-49ff-b374-e249e2baaa78] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@live.com><mailto:gmccol...@gyleshomes.com<mailto:gmccol...@gyleshomes.com>> email From: D. mailto:sunfis...@yahoo.com>> Sent: Wednesday, July 28, 2021 8:17 AM To: Aleksandar Kocic mailto:akoci...@gmail.com>> Cc: David Carlson mailto:david.carlson@gmail.com>>; Gyle McCollam mailto:gmccol...@live.com>>; gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> mailto:gnucash-user@gnucash.org>>; Derek Atkins mailto:de...@ihtfp.com>> Subject: Re: [GNC] Scheduled transaction with variable amount Creating a transaction for a total amount as of a certain date doesn't seem particularly useful. What if you have a dispute, or a return, or a transaction that is not accurate, or needs correction? An automatically-created transaction will need to be corrected as well. Gnucash provides an option during the final step of the reconcile process to create a payment in the total statement amount. From an accounting perspective, this is the best point to create this payment. You have just established that your books and theirs match, and the amount due is confirmed. If you're not seeing this dialog during the reconcile process, you have turned the feature off for that account, but it can be reset. Just don't ask me how... David T. From: Aleksandar Kocic Sent: Tue Jul 27 21:51:04 EDT 2021 To: David Carlson Cc: Gyle McCollam , "gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org>" , Derek Atkins Subject: Re: [GNC] Scheduled transaction with variable amount Thanks, While there is a way to not enter the amount, it is not an automated process, and, in a sense, it is not different from putting a random value and changing it later. Also, if a transaction can't be created automatically, it means it will be even more manual steps to get it done. What I was looking for is a scheduler checking the account balance and setting the value automatically. Maybe one day. Regards, Aleksandar On Tue, Jul 27, 2021 at 8:43 PM David Carlson mailto:david.carlson@gmail.com>> wrote: Gyle, I believe you cannot create a transaction with a variable automatically created, i.e. do not check the second box in the editor screen. Then it will ask for a value when you run the since last run assistant. On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam mailto:gmccol...@live.com>> wrote: Derek, this is something I was looking for, however when I tried to put "total" in the debit and credit formula it wouldn't allow the "s. So I tried with the quotes and it wouldn't save the scheduled transaction. See the attach screen shot. Can you tell me what I did wrong? [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@live.com><mailto:gmccol...@gyleshomes.com<mailto:gmccol...@gyleshomes.com>> email From: gnucash-user http://gmail.com><http://gmail.com>@gnucash.org<http://gnucash.org>> on behalf of Derek Atkins mailto:de...@ihtfp.com>> Sent: Tuesday, July 27, 2021 4:37 PM To: Aleksandar Kocic mailto:akoci...@gmail.com>> Cc: Gnucash Users
Re: [GNC] Scheduled transaction with variable amount
Gyle, It looks like there are some spurious characters somewhere in your data. Do you see problems in any other windows such as import windows, the chart of accounts or other places? On Wed, Jul 28, 2021 at 9:30 AM Gyle McCollam wrote: > Speaking of reconciliation, I have a problem with deposits not showing on > one of my accounts and I don't know why this is happening (see below). I > didn't include the right side, which is fine, because it shows other banks > and credit accounts. Even if I maximize the page it doesn't change. > [cid:4011b06e-5772-49ff-b374-e249e2baaa78] > > > Thank You, > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > From: D. > Sent: Wednesday, July 28, 2021 8:17 AM > To: Aleksandar Kocic > Cc: David Carlson ; Gyle McCollam < > gmccol...@live.com>; gnucash-user@gnucash.org ; > Derek Atkins > Subject: Re: [GNC] Scheduled transaction with variable amount > > Creating a transaction for a total amount as of a certain date doesn't > seem particularly useful. What if you have a dispute, or a return, or a > transaction that is not accurate, or needs correction? An > automatically-created transaction will need to be corrected as well. > > Gnucash provides an option during the final step of the reconcile process > to create a payment in the total statement amount. From an accounting > perspective, this is the best point to create this payment. You have just > established that your books and theirs match, and the amount due is > confirmed. > > If you're not seeing this dialog during the reconcile process, you have > turned the feature off for that account, but it can be reset. Just don't > ask me how... > > David T. > > From: Aleksandar Kocic > Sent: Tue Jul 27 21:51:04 EDT 2021 > To: David Carlson > Cc: Gyle McCollam , "gnucash-user@gnucash.org" , Derek Atkins > Subject: Re: [GNC] Scheduled transaction with variable amount > > > Thanks, > > While there is a way to not enter the amount, it is not an automated > process, and, in a sense, it is not different from putting a random value > and changing it later. Also, if a transaction can't be created > automatically, it means it will be even more manual steps to get it done. > > What I was looking for is a scheduler checking the account balance and > setting the value automatically. > > Maybe one day. > > Regards, > Aleksandar > > On Tue, Jul 27, 2021 at 8:43 PM David Carlson > > wrote: > > Gyle, > > I believe you cannot create a transaction with a variable automatically > created, i.e. do not check the second box in the editor screen. Then it > will ask for a value when you run the since last run assistant. > > On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam wrote: > > Derek, this is something I was looking for, however when I tried to put > "total" in the debit and credit formula it wouldn't allow the "s. So I > tried with the quotes and it wouldn't save the scheduled transaction. > See > the attach screen shot. Can you tell me what I did wrong? > > [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] > > Thank You, > > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > > From: gnucash-user http://gmail.com>@gnucash.org> > on > behalf of Derek Atkins > Sent: Tuesday, July 27, 2021 4:37 PM > To: Aleksandar Kocic > Cc: Gnucash Users > Subject: Re: [GNC] Scheduled transaction with variable amount > > Hi, > > On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > Hi there, > > I wonder if it would be possible to schedule a transaction with a > variable > amount. For example, if I want to schedule a credit card payment, I > need > to > provide a fixed amount per transaction although we know that these > amounts vary month to month. Instead, it would be nice to have a way to > set > a transaction that would just pay the balance every month. > > Yes, just put a variable (string) in the debit/credit formula. Eg, > "total". When the SX fires, it will ask you for the actual amount to put > in. > > Enjoy. > > > Please advise. > > Regards, > Aleksandar > > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > > -derek > > -- > Derek Atkins 617-623-374
Re: [GNC] Scheduled transaction with variable amount
Speaking of reconciliation, I have a problem with deposits not showing on one of my accounts and I don't know why this is happening (see below). I didn't include the right side, which is fine, because it shows other banks and credit accounts. Even if I maximize the page it doesn't change. [cid:4011b06e-5772-49ff-b374-e249e2baaa78] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: D. Sent: Wednesday, July 28, 2021 8:17 AM To: Aleksandar Kocic Cc: David Carlson ; Gyle McCollam ; gnucash-user@gnucash.org ; Derek Atkins Subject: Re: [GNC] Scheduled transaction with variable amount Creating a transaction for a total amount as of a certain date doesn't seem particularly useful. What if you have a dispute, or a return, or a transaction that is not accurate, or needs correction? An automatically-created transaction will need to be corrected as well. Gnucash provides an option during the final step of the reconcile process to create a payment in the total statement amount. From an accounting perspective, this is the best point to create this payment. You have just established that your books and theirs match, and the amount due is confirmed. If you're not seeing this dialog during the reconcile process, you have turned the feature off for that account, but it can be reset. Just don't ask me how... David T. From: Aleksandar Kocic Sent: Tue Jul 27 21:51:04 EDT 2021 To: David Carlson Cc: Gyle McCollam , "gnucash-user@gnucash.org" , Derek Atkins Subject: Re: [GNC] Scheduled transaction with variable amount Thanks, While there is a way to not enter the amount, it is not an automated process, and, in a sense, it is not different from putting a random value and changing it later. Also, if a transaction can't be created automatically, it means it will be even more manual steps to get it done. What I was looking for is a scheduler checking the account balance and setting the value automatically. Maybe one day. Regards, Aleksandar On Tue, Jul 27, 2021 at 8:43 PM David Carlson wrote: Gyle, I believe you cannot create a transaction with a variable automatically created, i.e. do not check the second box in the editor screen. Then it will ask for a value when you run the since last run assistant. On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam wrote: Derek, this is something I was looking for, however when I tried to put "total" in the debit and credit formula it wouldn't allow the "s. So I tried with the quotes and it wouldn't save the scheduled transaction. See the attach screen shot. Can you tell me what I did wrong? [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user http://gmail.com>@gnucash.org> on behalf of Derek Atkins Sent: Tuesday, July 27, 2021 4:37 PM To: Aleksandar Kocic Cc: Gnucash Users Subject: Re: [GNC] Scheduled transaction with variable amount Hi, On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: Hi there, I wonder if it would be possible to schedule a transaction with a variable amount. For example, if I want to schedule a credit card payment, I need to provide a fixed amount per transaction although we know that these amounts vary month to month. Instead, it would be nice to have a way to set a transaction that would just pay the balance every month. Yes, just put a variable (string) in the debit/credit formula. Eg, "total". When the SX fires, it will ask you for the actual amount to put in. Enjoy. Please advise. Regards, Aleksandar Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com<http://www.ihtfp.com><http://www.ihtfp.com> Computer and Internet Security Consultant 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. 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.
Re: [GNC] Scheduled transaction with variable amount
Creating a transaction for a total amount as of a certain date doesn't seem particularly useful. What if you have a dispute, or a return, or a transaction that is not accurate, or needs correction? An automatically-created transaction will need to be corrected as well. Gnucash provides an option during the final step of the reconcile process to create a payment in the total statement amount. From an accounting perspective, this is the best point to create this payment. You have just established that your books and theirs match, and the amount due is confirmed. If you're not seeing this dialog during the reconcile process, you have turned the feature off for that account, but it can be reset. Just don't ask me how... David T. Original Message From: Aleksandar Kocic Sent: Tue Jul 27 21:51:04 EDT 2021 To: David Carlson Cc: Gyle McCollam , "gnucash-user@gnucash.org" , Derek Atkins Subject: Re: [GNC] Scheduled transaction with variable amount Thanks, While there is a way to not enter the amount, it is not an automated process, and, in a sense, it is not different from putting a random value and changing it later. Also, if a transaction can't be created automatically, it means it will be even more manual steps to get it done. What I was looking for is a scheduler checking the account balance and setting the value automatically. Maybe one day. Regards, Aleksandar On Tue, Jul 27, 2021 at 8:43 PM David Carlson wrote: > Gyle, > > I believe you cannot create a transaction with a variable automatically > created, i.e. do not check the second box in the editor screen. Then it > will ask for a value when you run the since last run assistant. > > On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam wrote: > > > Derek, this is something I was looking for, however when I tried to put > > "total" in the debit and credit formula it wouldn't allow the "s. So I > > tried with the quotes and it wouldn't save the scheduled transaction. > See > > the attach screen shot. Can you tell me what I did wrong? > > > > [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] > > > > Thank You, > > > > Gyle McCollam > > > > Gyle McCollam > > > > 609.680.2326 Mobile > > > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > > > > From: gnucash-user > on > > behalf of Derek Atkins > > Sent: Tuesday, July 27, 2021 4:37 PM > > To: Aleksandar Kocic > > Cc: Gnucash Users > > Subject: Re: [GNC] Scheduled transaction with variable amount > > > > Hi, > > > > On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > > > Hi there, > > > > > > I wonder if it would be possible to schedule a transaction with a > > variable > > > amount. For example, if I want to schedule a credit card payment, I > need > > > to > > > provide a fixed amount per transaction although we know that these > > > amounts vary month to month. Instead, it would be nice to have a way to > > > set > > > a transaction that would just pay the balance every month. > > > > Yes, just put a variable (string) in the debit/credit formula. Eg, > > "total". When the SX fires, it will ask you for the actual amount to put > > in. > > > > Enjoy. > > > > > > > > Please advise. > > > > > > Regards, > > > Aleksandar > > > > > Please remember to CC this list on all your replies. > > > You can do this by using Reply-To-List or Reply-All. > > > > -derek > > > > -- > >Derek Atkins 617-623-3745 > >de...@ihtfp.com www.ihtfp.com<http://www.ihtfp.com> > >Computer and Internet Security Consultant > > > > ___ > > 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. > > ___ > > 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://wi
Re: [GNC] Scheduled transaction with variable amount
On 28 July 2021 at 0:16, Gyle McCollam said: > Derek, this is something I was looking for, however when I tried to put > "total" in the debit and credit formula it wouldn't allow the "s. So I > tried with the quotes and it wouldn't save the scheduled transaction. See > the attach screen shot. Can you tell me what I did wrong? You selected "create automaically", which is what the message is telling you you can't do. ___ 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.
Re: [GNC] Scheduled transaction with variable amount
Thank you both. I didn't know this could be done and it will be a great help, now that I know how to set it up. Never would have realized that setting it up as an automatic transaction was my issue. Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: David Carlson Sent: Tuesday, July 27, 2021 8:41 PM To: Gyle McCollam Cc: Derek Atkins ; gnucash-user@gnucash.org Subject: Re: [GNC] Scheduled transaction with variable amount Gyle, I believe you cannot create a transaction with a variable automatically created, i.e. do not check the second box in the editor screen. Then it will ask for a value when you run the since last run assistant. On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam mailto:gmccol...@live.com>> wrote: Derek, this is something I was looking for, however when I tried to put "total" in the debit and credit formula it wouldn't allow the "s. So I tried with the quotes and it wouldn't save the scheduled transaction. See the attach screen shot. Can you tell me what I did wrong? [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@live.com><mailto:gmccol...@gyleshomes.com<mailto:gmccol...@gyleshomes.com>> email From: gnucash-user mailto:gmail@gnucash.org>> on behalf of Derek Atkins mailto:de...@ihtfp.com>> Sent: Tuesday, July 27, 2021 4:37 PM To: Aleksandar Kocic mailto:akoci...@gmail.com>> Cc: Gnucash Users mailto:gnucash-user@gnucash.org>> Subject: Re: [GNC] Scheduled transaction with variable amount Hi, On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > Hi there, > > I wonder if it would be possible to schedule a transaction with a variable > amount. For example, if I want to schedule a credit card payment, I need > to > provide a fixed amount per transaction although we know that these > amounts vary month to month. Instead, it would be nice to have a way to > set > a transaction that would just pay the balance every month. Yes, just put a variable (string) in the debit/credit formula. Eg, "total". When the SX fires, it will ask you for the actual amount to put in. Enjoy. > > Please advise. > > Regards, > Aleksandar > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com<mailto:de...@ihtfp.com> www.ihtfp.com<http://www.ihtfp.com><http://www.ihtfp.com> Computer and Internet Security Consultant ___ 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.
Re: [GNC] Scheduled transaction with variable amount
Thanks, While there is a way to not enter the amount, it is not an automated process, and, in a sense, it is not different from putting a random value and changing it later. Also, if a transaction can't be created automatically, it means it will be even more manual steps to get it done. What I was looking for is a scheduler checking the account balance and setting the value automatically. Maybe one day. Regards, Aleksandar On Tue, Jul 27, 2021 at 8:43 PM David Carlson wrote: > Gyle, > > I believe you cannot create a transaction with a variable automatically > created, i.e. do not check the second box in the editor screen. Then it > will ask for a value when you run the since last run assistant. > > On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam wrote: > > > Derek, this is something I was looking for, however when I tried to put > > "total" in the debit and credit formula it wouldn't allow the "s. So I > > tried with the quotes and it wouldn't save the scheduled transaction. > See > > the attach screen shot. Can you tell me what I did wrong? > > > > [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] > > > > Thank You, > > > > Gyle McCollam > > > > Gyle McCollam > > > > 609.680.2326 Mobile > > > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > > > > From: gnucash-user > on > > behalf of Derek Atkins > > Sent: Tuesday, July 27, 2021 4:37 PM > > To: Aleksandar Kocic > > Cc: Gnucash Users > > Subject: Re: [GNC] Scheduled transaction with variable amount > > > > Hi, > > > > On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > > > Hi there, > > > > > > I wonder if it would be possible to schedule a transaction with a > > variable > > > amount. For example, if I want to schedule a credit card payment, I > need > > > to > > > provide a fixed amount per transaction although we know that these > > > amounts vary month to month. Instead, it would be nice to have a way to > > > set > > > a transaction that would just pay the balance every month. > > > > Yes, just put a variable (string) in the debit/credit formula. Eg, > > "total". When the SX fires, it will ask you for the actual amount to put > > in. > > > > Enjoy. > > > > > > > > Please advise. > > > > > > Regards, > > > Aleksandar > > > > > Please remember to CC this list on all your replies. > > > You can do this by using Reply-To-List or Reply-All. > > > > -derek > > > > -- > >Derek Atkins 617-623-3745 > >de...@ihtfp.com www.ihtfp.com<http://www.ihtfp.com> > >Computer and Internet Security Consultant > > > > ___ > > 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. > > ___ > > 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. > > > > > -- > 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. > ___ 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.
Re: [GNC] Scheduled transaction with variable amount
Gyle, I believe you cannot create a transaction with a variable automatically created, i.e. do not check the second box in the editor screen. Then it will ask for a value when you run the since last run assistant. On Tue, Jul 27, 2021 at 7:18 PM Gyle McCollam wrote: > Derek, this is something I was looking for, however when I tried to put > "total" in the debit and credit formula it wouldn't allow the "s. So I > tried with the quotes and it wouldn't save the scheduled transaction. See > the attach screen shot. Can you tell me what I did wrong? > > [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] > > Thank You, > > Gyle McCollam > > Gyle McCollam > > 609.680.2326 Mobile > > gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email > > > From: gnucash-user on > behalf of Derek Atkins > Sent: Tuesday, July 27, 2021 4:37 PM > To: Aleksandar Kocic > Cc: Gnucash Users > Subject: Re: [GNC] Scheduled transaction with variable amount > > Hi, > > On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > > Hi there, > > > > I wonder if it would be possible to schedule a transaction with a > variable > > amount. For example, if I want to schedule a credit card payment, I need > > to > > provide a fixed amount per transaction although we know that these > > amounts vary month to month. Instead, it would be nice to have a way to > > set > > a transaction that would just pay the balance every month. > > Yes, just put a variable (string) in the debit/credit formula. Eg, > "total". When the SX fires, it will ask you for the actual amount to put > in. > > Enjoy. > > > > > Please advise. > > > > Regards, > > Aleksandar > > > Please remember to CC this list on all your replies. > > You can do this by using Reply-To-List or Reply-All. > > -derek > > -- >Derek Atkins 617-623-3745 >de...@ihtfp.com www.ihtfp.com<http://www.ihtfp.com> >Computer and Internet Security Consultant > > ___ > 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. > ___ > 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. > -- 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.
Re: [GNC] Scheduled transaction with variable amount
Derek, this is something I was looking for, however when I tried to put "total" in the debit and credit formula it wouldn't allow the "s. So I tried with the quotes and it wouldn't save the scheduled transaction. See the attach screen shot. Can you tell me what I did wrong? [cid:b223ae00-6131-45ea-a805-a1b590e0d7dc] Thank You, Gyle McCollam Gyle McCollam 609.680.2326 Mobile gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email From: gnucash-user on behalf of Derek Atkins Sent: Tuesday, July 27, 2021 4:37 PM To: Aleksandar Kocic Cc: Gnucash Users Subject: Re: [GNC] Scheduled transaction with variable amount Hi, On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > Hi there, > > I wonder if it would be possible to schedule a transaction with a variable > amount. For example, if I want to schedule a credit card payment, I need > to > provide a fixed amount per transaction although we know that these > amounts vary month to month. Instead, it would be nice to have a way to > set > a transaction that would just pay the balance every month. Yes, just put a variable (string) in the debit/credit formula. Eg, "total". When the SX fires, it will ask you for the actual amount to put in. Enjoy. > > Please advise. > > Regards, > Aleksandar > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com<http://www.ihtfp.com> Computer and Internet Security Consultant ___ 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. ___ 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.
Re: [GNC] Scheduled transaction with variable amount
Hi, On Tue, July 27, 2021 4:24 pm, Aleksandar Kocic wrote: > Hi there, > > I wonder if it would be possible to schedule a transaction with a variable > amount. For example, if I want to schedule a credit card payment, I need > to > provide a fixed amount per transaction although we know that these > amounts vary month to month. Instead, it would be nice to have a way to > set > a transaction that would just pay the balance every month. Yes, just put a variable (string) in the debit/credit formula. Eg, "total". When the SX fires, it will ask you for the actual amount to put in. Enjoy. > > Please advise. > > Regards, > Aleksandar > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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.
[GNC] Scheduled transaction with variable amount
Hi there, I wonder if it would be possible to schedule a transaction with a variable amount. For example, if I want to schedule a credit card payment, I need to provide a fixed amount per transaction although we know that these amounts vary month to month. Instead, it would be nice to have a way to set a transaction that would just pay the balance every month. Please advise. Regards, Aleksandar ___ 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.