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Enter scheduled transactions early

harty83
The one thing I miss about MS money is the ability to enter scheduled
transactions early if need be.  I'm in the situation now where I'm doing my
bills a week earlier than I have them scheduled because of a move.

Are there anyone in similar situations and how do you cope?

Thanks!
Alan
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Re: Enter scheduled transactions early

Tim Wunder (Lists)
On Thursday 26 July 2007 10:54:41 pm Alan Hartless wrote:
> The one thing I miss about MS money is the ability to enter scheduled
> transactions early if need be.  I'm in the situation now where I'm doing my
> bills a week earlier than I have them scheduled because of a move.
>
> Are there anyone in similar situations and how do you cope?
>

I don't understand. Just enter them early. What do you think prevents you from
doing thjis in gnucash?

Also, please say which version of gnucash you're using.

Tim

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Enter scheduled transactions early

harty83
In reply to this post by harty83
> I don't understand. Just enter them early. What do you think prevents you from
> doing thjis in gnucash?
>
> Also, please say which version of gnucash you're using.
>


I'm using 2.2.  In MS Money you could right click on a scheduled
transaction and click enter now or something like that so that you
wouldn't have to mess with the schedule.  It takes the next scheduled
transaction, enters it now then schedules the next one based upon the
scheduled dates in the template

Normally I do bills on the first of each month so I have the bills
scheduled for me to deal with on the first.  But this month I need to
do bills the week before so I want to have these bills entered on the
25th.  With MS money, this wasn't a problem.  I just told it to enter
the scheduled bill now and then continue the rest of the scheduled
transactions as usual.  With a right click and a click, all was good.
But with gnucash, I have to manually enter the transaction.  Then on
the first, go back and either delete the automatically entered
transactions from my register or tell gnucash to ignore the
transactions that were not automatically entered.  The other option
would be to manually change the scheduled transaction templates to be
entered on the 25th and then after doing bills this one time, go back
and change them to the first again.  Well when you have 10+ scheduled
transactions, that is not practical.

Does that make sense?  Does gnucash do something like this and I'm
just missing it?  I've seen this feature in most of personal finance
software including software for the PDA.

Thanks!
Alan
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Re: Enter scheduled transactions early

Josh Sled
"Alan Hartless" <[hidden email]> writes:
> I'm using 2.2.  In MS Money you could right click on a scheduled
> transaction and click enter now or something like that so that you
> wouldn't have to mess with the schedule.  It takes the next scheduled
> transaction, enters it now then schedules the next one based upon the
> scheduled dates in the template
[...]
> Does that make sense?  Does gnucash do something like this and I'm
> just missing it?  I've seen this feature in most of personal finance

You can change the scheduled transactions [SXes] to "remind in advance"
however many days are appropriate.  In the Since Last Run dialog, they will
show up as "reminders".  You can choose to "promote" them to "create now",
for their originally scheduled date.  If that date is not appropriate, you
can click the "Review created transactions" option, and change the date after
it's created.

I understand the approach that you're describing.  It would be a nice
enhancement, and should be pretty easy to add to the current code ... either
in the SX list ("create now") or in the Since-Last-Run dialog ("let's pretend
it's next week").  Please file an RFE at
<http://bugzilla.gnome.org/browse.cgi?product=GnuCash>.  The paragraphs from
your message are a sufficient report; you might also want to put the link
<http://lists.gnucash.org/pipermail/gnucash-user/2007-July/021205.html> in
the bug for reference.

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Re: Enter scheduled transactions early

Robert Heller
In reply to this post by harty83
At Fri, 27 Jul 2007 11:06:33 -0400 "Alan Hartless" <[hidden email]> wrote:

>
> > I don't understand. Just enter them early. What do you think prevents you from
> > doing thjis in gnucash?
> >
> > Also, please say which version of gnucash you're using.
> >
>
>
> I'm using 2.2.  In MS Money you could right click on a scheduled
> transaction and click enter now or something like that so that you
> wouldn't have to mess with the schedule.  It takes the next scheduled
> transaction, enters it now then schedules the next one based upon the
> scheduled dates in the template
>
> Normally I do bills on the first of each month so I have the bills
> scheduled for me to deal with on the first.  But this month I need to
> do bills the week before so I want to have these bills entered on the
> 25th.  With MS money, this wasn't a problem.  I just told it to enter
> the scheduled bill now and then continue the rest of the scheduled
> transactions as usual.  With a right click and a click, all was good.
> But with gnucash, I have to manually enter the transaction.  Then on
> the first, go back and either delete the automatically entered
> transactions from my register or tell gnucash to ignore the
> transactions that were not automatically entered.  The other option
> would be to manually change the scheduled transaction templates to be
> entered on the 25th and then after doing bills this one time, go back
> and change them to the first again.  Well when you have 10+ scheduled
> transactions, that is not practical.
>
> Does that make sense?  Does gnucash do something like this and I'm
> just missing it?  I've seen this feature in most of personal finance
> software including software for the PDA.

What I do with scheduled transactions that get re-scheduled (for
whatever reason) is to let gnucash generate the scheduled transaction
based on its scheduling template and then just change the date on the
generated transaction.  There is no need to mess with the templates,
once they are set up.

>
> Thanks!
> Alan
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> Please remember to CC this list on all your replies.
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Re: Enter scheduled transactions early

Englisch, Volker (NIH/NCI)
In reply to this post by harty83
Alan Hartless wrote:
>> I don't understand. Just enter them early. What do you think prevents you from
>> doing thjis in gnucash?
>>
>> Also, please say which version of gnucash you're using.
>>
...
>
> I'm using 2.2.  In MS Money you could right click on a scheduled
> transaction and click enter now or something like that so that you
> wouldn't have to mess with the schedule.  It takes the next scheduled
> transaction, enters it now then schedules the next one based upon the
> scheduled dates in the template

I'm using GC for over three years now but I agree, this is the one
feature that I am missing from my 'MS Money' times.
I am using a lot of scheduled transactions and what I am doing to get
around this issue is to set the reminder for most of my transactions a
week or two early.  Once you do that you're able to create the
transaction as soon as the reminder sets in but it clutters up your list
of upcoming scheduled transactions.

--
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mailto:[hidden email]
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Enter scheduled transactions early

harty83
In reply to this post by Robert Heller
> What I do with scheduled transactions that get re-scheduled (for
> whatever reason) is to let gnucash generate the scheduled transaction
> based on its scheduling template and then just change the date on the
> generated transaction.  There is no need to mess with the templates,
> once they are set up.

That would work if you are working the bills after the scheduled date.
 But when you are trying to do bills early, you have to wait till the
scheduled date before even being able to change the date.  Unless you
purposefully have the date set early or do as Josh suggested.

Thanks!
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Enter scheduled transactions early

harty83
I posted a report here as Josh suggested:
http://bugzilla.gnome.org/show_bug.cgi?id=460989
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Re: Enter scheduled transactions early

Robert Heller
In reply to this post by harty83
At Fri, 27 Jul 2007 12:33:25 -0400 "Alan Hartless" <[hidden email]> wrote:

>
> > What I do with scheduled transactions that get re-scheduled (for
> > whatever reason) is to let gnucash generate the scheduled transaction
> > based on its scheduling template and then just change the date on the
> > generated transaction.  There is no need to mess with the templates,
> > once they are set up.
>
> That would work if you are working the bills after the scheduled date.
>  But when you are trying to do bills early, you have to wait till the
> scheduled date before even being able to change the date.  Unless you
> purposefully have the date set early or do as Josh suggested.

No, I just have gnucash generate the scheduled transactions in advance.
This populates my accounts with 'future' transactions, which I can
either leave alone or edit as needed.

>
> Thanks!
>
>                                                                                                                      

--
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Deepwoods Software        -- Linux Installation and Administration
http://www.deepsoft.com/  -- Web Hosting, with CGI and Database
[hidden email]       -- Contract Programming: C/C++, Tcl/Tk
                                                                           
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Re: Enter scheduled transactions early

Tim Wunder (Lists)
In reply to this post by Josh Sled
On Friday 27 July 2007 11:41:03 am Josh Sled wrote:

> "Alan Hartless" <[hidden email]> writes:
> > I'm using 2.2.  In MS Money you could right click on a scheduled
> > transaction and click enter now or something like that so that you
> > wouldn't have to mess with the schedule.  It takes the next scheduled
> > transaction, enters it now then schedules the next one based upon the
> > scheduled dates in the template
>
> [...]
>
> > Does that make sense?  Does gnucash do something like this and I'm
> > just missing it?  I've seen this feature in most of personal finance
>
> You can change the scheduled transactions [SXes] to "remind in advance"
> however many days are appropriate.  In the Since Last Run dialog, they will
> show up as "reminders".  You can choose to "promote" them to "create now",
> for their originally scheduled date.  If that date is not appropriate, you
> can click the "Review created transactions" option, and change the date
> after it's created.
>
> I understand the approach that you're describing.  It would be a nice
> enhancement, and should be pretty easy to add to the current code ...
> either in the SX list ("create now") or in the Since-Last-Run dialog
> ("let's pretend it's next week").  Please file an RFE at
> <http://bugzilla.gnome.org/browse.cgi?product=GnuCash>.  The paragraphs
> from your message are a sufficient report; you might also want to put the
> link
> <http://lists.gnucash.org/pipermail/gnucash-user/2007-July/021205.html> in
> the bug for reference.
It'd be even nicer if SX's could be processed from the densecal (I think there
is an RFE for that in bugzilla) or some alternative calendar view.

Tim

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Re: Enter scheduled transactions early

Tim Wunder (Lists)
In reply to this post by Josh Sled
On Friday 27 July 2007 11:41:03 am Josh Sled wrote:

> "Alan Hartless" <[hidden email]> writes:
> > I'm using 2.2.  In MS Money you could right click on a scheduled
> > transaction and click enter now or something like that so that you
> > wouldn't have to mess with the schedule.  It takes the next scheduled
> > transaction, enters it now then schedules the next one based upon the
> > scheduled dates in the template
>
> [...]
>
> > Does that make sense?  Does gnucash do something like this and I'm
> > just missing it?  I've seen this feature in most of personal finance
>
> You can change the scheduled transactions [SXes] to "remind in advance"
> however many days are appropriate.  In the Since Last Run dialog, they will
> show up as "reminders".  You can choose to "promote" them to "create now",
> for their originally scheduled date.  If that date is not appropriate, you
> can click the "Review created transactions" option, and change the date
> after it's created.
>
This is the method I use. I typically have a 2 or 3 week reminder period on my
SX's so that they show up early for early processing.

Tim

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Re: Enter scheduled transactions early

Doug Laidlaw
In reply to this post by Robert Heller
On Sat, 28 Jul 2007 03:00:25 am Robert Heller wrote:
> At Fri, 27 Jul 2007 12:33:25 -0400 "Alan Hartless" <[hidden email]>
wrote:

> > > What I do with scheduled transactions that get re-scheduled (for
> > > whatever reason) is to let gnucash generate the scheduled transaction
> > > based on its scheduling template and then just change the date on the
> > > generated transaction.  There is no need to mess with the templates,
> > > once they are set up.
> >
> > That would work if you are working the bills after the scheduled date.
> >  But when you are trying to do bills early, you have to wait till the
> > scheduled date before even being able to change the date.  Unless you
> > purposefully have the date set early or do as Josh suggested.
>
> No, I just have gnucash generate the scheduled transactions in advance.
> This populates my accounts with 'future' transactions, which I can
> either leave alone or edit as needed.
>
> > Thanks!

That may be the best.  Since I "discovered" early notice of upcoming
transactions, both today's and future transactions appear in the same list,
and the only buttons are "OK" or "Cancel"  The ability to edit or delay a
transaction while entering it seems to be lost.  It is much simpler to edit
them afterward.

Doug.
--
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Re: Enter scheduled transactions early

Josh Sled
Doug Laidlaw <[hidden email]> writes:
> That may be the best.  Since I "discovered" early notice of upcoming
> transactions, both today's and future transactions appear in the same list,
> and the only buttons are "OK" or "Cancel"  The ability to edit or delay a
> transaction while entering it seems to be lost.  It is much simpler to edit
> them afterward.

It's not unfortunately not obvious, but the "state" column will become
editable as a drop-down box when you click on it.

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