[GNC] Misc Newbie Questions

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[GNC] Misc Newbie Questions

Peter088
Hello,

 

I'm a recent convert from Quicken.  I apologize for dragging my expectations
with me, but there are a few things I can't figure out how to do.  Perhaps
these are not possible.  They are mostly small, so I thought I'd include
them in one email instead of killing e-trees:

 

1)      How can you enter a scheduled transaction before it's due date?
(Used to check cash flow)

2)      Why don't backspace and delete work sometimes, even in the text
fields?

3)      What is my "working register?'  (This is what you close and open
instead of closing and opening GNUCash to bump the internal calendar date)

4)      How can you change the order of the items in a split?

5)      Is there any way to mark a transaction as reconciled ("y") without
going through the reconciliation process?

 

Thanks very much,

 

Peter

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Re: [GNC] Misc Newbie Questions

Rich Shepard
On Wed, 29 May 2019, Peter088 wrote:

> I'm a recent convert from Quicken. I apologize for dragging my
> expectations with me, but there are a few things I can't figure out how to
> do. Perhaps these are not possible. They are mostly small, so I thought
> I'd include them in one email instead of killing e-trees:

Peter,

Have you read the gnucash-help and gnucash-guide docs?

Rich
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Re: [GNC] Misc Newbie Questions

Adrien Monteleone-2
In reply to this post by Peter088


> On May 28, 2019, at 7:04 PM, Peter088 <[hidden email]> wrote:
>
> Hello,
>
>
>
> I'm a recent convert from Quicken.  I apologize for dragging my expectations
> with me, but there are a few things I can't figure out how to do.  Perhaps
> these are not possible.  They are mostly small, so I thought I'd include
> them in one email instead of killing e-trees:
>
>
>
> 1)      How can you enter a scheduled transaction before it's due date?
> (Used to check cash flow)

See the Help Manual and Guide. You can enter future transactions manually and run reports to include those future dates, or you can enter Scheduled Transactions which haven’t fired yet, and run a report to show you the effects as if they did.

>
> 2)      Why don't backspace and delete work sometimes, even in the text
> fields?

They should. What version are you using and on what OS? There were some bugs in earlier 3.x releases, but they should have been fixed by 3.5, the current release.

>
> 3)      What is my "working register?'  (This is what you close and open
> instead of closing and opening GNUCash to bump the internal calendar date)

There shouldn’t be a need to close and open anything to change the date. Just change the date. I leave GC open 24/7. While the next empty transaction’s date won’t change automatically, once you enter a current day’s transaction and change the date manually, the next empty transaction will default to the current system date.

If you like to leave GC open, but don’t want to ever be bothered with manually changing a date for a current-day transaction, just don’t leave a register open across midnight. When you open the register the next day, the default day in the empty transaction will be current.

But the ‘working register’ is whatever account register you have open at the time. So if you have your checking account register up, that is your ‘working register’. (you can have many open at once, but only the active tab is the ‘working’ one.

>
> 4)      How can you change the order of the items in a split?

You can type them in any order, but GC will default to re-ordering them as debits first. I don’t think there is a way around this. (the debits will stay in their as-entered order and credits in their order however)
>
> 5)      Is there any way to mark a transaction as reconciled ("y") without
> going through the reconciliation process?

Nope. That’s the whole point. Reconciliation is not a per-transaction process, it is for a group of transactions against a set balance. (though I guess technically, any period could have only 1 transaction in it) You *can* mark an split as ‘cleared’ which means when you reconcile, it will be checked off for you by default.

Regards,
Adrien
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Re: [GNC] Misc Newbie Questions

Peter088
Thanks Adrien.

Regarding 2), I'm up to date on Windows 10 and have just upgraded to V3.5
I'll will try and isolate a repeatable instance.

3) Got it

5) I get the reconciliation function, but every once in a while I make a mistake while reconciling.  When I go back and correct the reconciled transaction it changes the status to "n" and I'm unable to change it back without either repeating the entire reconciliation process starting with resetting the status of every transaction on the statement or having to remember to roll it into the next month's statement.  These are both very arduous.  There is no way around this?

Thanks,

Peter

-----Original Message-----
From: gnucash-user [mailto:gnucash-user-bounces+peter088=[hidden email]] On Behalf Of Adrien Monteleone
Sent: Wednesday, 29 May 2019 11:14 AM
To: gnucash-user
Subject: Re: [GNC] Misc Newbie Questions



> On May 28, 2019, at 7:04 PM, Peter088 <[hidden email]> wrote:
>
> Hello,
>
>
>
> I'm a recent convert from Quicken.  I apologize for dragging my expectations
> with me, but there are a few things I can't figure out how to do.  Perhaps
> these are not possible.  They are mostly small, so I thought I'd include
> them in one email instead of killing e-trees:
>
>
>
> 1)      How can you enter a scheduled transaction before it's due date?
> (Used to check cash flow)

See the Help Manual and Guide. You can enter future transactions manually and run reports to include those future dates, or you can enter Scheduled Transactions which haven’t fired yet, and run a report to show you the effects as if they did.

>
> 2)      Why don't backspace and delete work sometimes, even in the text
> fields?

They should. What version are you using and on what OS? There were some bugs in earlier 3.x releases, but they should have been fixed by 3.5, the current release.

>
> 3)      What is my "working register?'  (This is what you close and open
> instead of closing and opening GNUCash to bump the internal calendar date)

There shouldn’t be a need to close and open anything to change the date. Just change the date. I leave GC open 24/7. While the next empty transaction’s date won’t change automatically, once you enter a current day’s transaction and change the date manually, the next empty transaction will default to the current system date.

If you like to leave GC open, but don’t want to ever be bothered with manually changing a date for a current-day transaction, just don’t leave a register open across midnight. When you open the register the next day, the default day in the empty transaction will be current.

But the ‘working register’ is whatever account register you have open at the time. So if you have your checking account register up, that is your ‘working register’. (you can have many open at once, but only the active tab is the ‘working’ one.

>
> 4)      How can you change the order of the items in a split?

You can type them in any order, but GC will default to re-ordering them as debits first. I don’t think there is a way around this. (the debits will stay in their as-entered order and credits in their order however)
>
> 5)      Is there any way to mark a transaction as reconciled ("y") without
> going through the reconciliation process?

Nope. That’s the whole point. Reconciliation is not a per-transaction process, it is for a group of transactions against a set balance. (though I guess technically, any period could have only 1 transaction in it) You *can* mark an split as ‘cleared’ which means when you reconcile, it will be checked off for you by default.

Regards,
Adrien
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Re: [GNC] Misc Newbie Questions

Adrien Monteleone-2


> On May 28, 2019, at 8:48 PM, Peter088 <[hidden email]> wrote:
>
>
> 5) I get the reconciliation function, but every once in a while I make a mistake while reconciling.  When I go back and correct the reconciled transaction it changes the status to "n" and I'm unable to change it back without either repeating the entire reconciliation process starting with resetting the status of every transaction on the statement or having to remember to roll it into the next month's statement.  These are both very arduous.  There is no way around this?
>
> Thanks,
>
> Peter

Just re-reconcile that account as of the last statement date again. You’d only have the one transaction that needs to be checked off and then finish the process.

Clicking in the “R" field in a register can cycle it to ‘cleared’ (‘c’) so when you click the Reconcile button again, it is already checked off. Then just click the icon in the toolbar to finish it.

If you do this right away, you probably don’t even have to manually change any dates or amounts in the dialogs.

Otherwise, be sure to go ahead and clear the transaction anyway, so it is already checked off for the next formal reconcile chore, then you won’t have to remember to do anything with it. Its flag will just get changed to ‘y’ as it should.

Regards,
Adrien
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Re: [GNC] Misc Newbie Questions

Eric Coates
In reply to this post by Peter088
Hi

> 1)      How can you enter a scheduled transaction before it's due date?
> (Used to check cash flow)

Adrien Monteleone has given one method, I use a different one.

Without going through my entire boring "scheme of works" for the last
day of the month I do want to enter all scheduled transactions for thee
following month (you call it "cash flow purposes", I call it "fear of
going into the red"). To do that I
(1) close GnuCash;
(2) set the system clock to a later date (in my case the last day of the
next month):
(3) open GnuCash, click the necessary buttons and check that all the
transactions have appeared (in my case in my current/checking account);
(4) close GnuCash;
(5) Reset the system date.

I use Ubuntu and I find sometimes (not very often) the change of date
doesn't "take", that is why the checking is necessary.

Different, not better

Best wishes

Eric

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Re: [GNC] Misc Newbie Questions

Peter088
Thanks Eric.  I like your description better than mine.  :^)

-----Original Message-----
From: gnucash-user
[mailto:gnucash-user-bounces+peter088=[hidden email]] On
Behalf Of Eric Coates
Sent: Wednesday, 29 May 2019 7:17 PM
To: [hidden email]
Subject: Re: [GNC] Misc Newbie Questions

Hi

> 1)      How can you enter a scheduled transaction before it's due date?
> (Used to check cash flow)

Adrien Monteleone has given one method, I use a different one.

Without going through my entire boring "scheme of works" for the last
day of the month I do want to enter all scheduled transactions for thee
following month (you call it "cash flow purposes", I call it "fear of
going into the red"). To do that I
(1) close GnuCash;
(2) set the system clock to a later date (in my case the last day of the
next month):
(3) open GnuCash, click the necessary buttons and check that all the
transactions have appeared (in my case in my current/checking account);
(4) close GnuCash;
(5) Reset the system date.

I use Ubuntu and I find sometimes (not very often) the change of date
doesn't "take", that is why the checking is necessary.

Different, not better

Best wishes

Eric

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Re: [GNC] Misc Newbie Questions

Bert Riding
In reply to this post by Peter088
On Wed, 29 May 2019 10:04:15 +1000
"Peter088" <[hidden email]> wrote:

> 1)      How can you enter a scheduled transaction before it's due
> date? (Used to check cash flow)

When setting up a scheduled transaction (or later, by editing it) you
can choose how far in advance to trigger the transaction.  For
instance, if you want the month's scheduled entries to all show up on
the 1st of the month, set up the things scheduled for the 5th to
trigger five days in advance, the things scheduled for the 20th to
trigger 20 days in advance, and so on.  Then run Actions -->Scheduled
Transactions-->Since Last Run..., any time after midnight, to create the
entries for the month.  For variable transactions you can estimate the
amount to a close approximation, easily corrected when you get the bill.
A thick blue line will separate past from future in the register.
There is great flexibility in how far in advance you want to enter any
scheduled transaction.

--
Bert Riding      
[hidden email]  
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Re: [GNC] Misc Newbie Questions

Stephen M. Butler
In reply to this post by Eric Coates
On 5/29/19 2:16 AM, Eric Coates wrote:

> Hi
>
>> 1)      How can you enter a scheduled transaction before it's due date?
>> (Used to check cash flow)
>
> Adrien Monteleone has given one method, I use a different one.
>
> Without going through my entire boring "scheme of works" for the last
> day of the month I do want to enter all scheduled transactions for
> thee following month (you call it "cash flow purposes", I call it
> "fear of going into the red"). To do that I
> (1) close GnuCash;
> (2) set the system clock to a later date (in my case the last day of
> the next month):
> (3) open GnuCash, click the necessary buttons and check that all the
> transactions have appeared (in my case in my current/checking account);
> (4) close GnuCash;
> (5) Reset the system date.
>
> I use Ubuntu and I find sometimes (not very often) the change of date
> doesn't "take", that is why the checking is necessary.
>
> Different, not better
>
> Best wishes
>
> Eric
>
If you always want to see them 10-15 or even 30 days in advance, just
edit that transaction (Actions:Scheduled Transactions:Scheduled
Transactions Editor) and click the Create in Advance checkbox on the
Overview tab.  Adjust the number of days as desired.

--Steve

--
Stephen M Butler, PMP, PSM
[hidden email]
[hidden email]
253-350-0166
-------------------------------------------
GnuPG Fingerprint:  8A25 9726 D439 758D D846 E5D4 282A 5477 0385 81D8

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Re: [GNC] Misc Newbie Questions

Eric Coates
Hi

My requirement is that on the first of the month all transactions due
before the last day of the month are entered. My method does that but
the one proposed by Bert Riding seems to be better. ("Seems" only
because I'll need to check it against my "boring scheme of work" at
month end. Luckily we have one of them coming up.) I knew of the "enter
N days before due" technique but I assumed - wrongly - that the number
of days was fixed for all transactions. Just goes to show, intuitive
interfaces can help but reading the manual can really help.

Take care

Eric
==============================

On 29/05/2019 15:27, Stephen M. Butler wrote:

> On 5/29/19 2:16 AM, Eric Coates wrote:
>> Hi
>>
>>> 1)?????????? How can you enter a scheduled transaction before it's due date?
>>> (Used to check cash flow)
>>
>> Adrien Monteleone has given one method, I use a different one.
>>
>> Without going through my entire boring "scheme of works" for the last
>> day of the month I do want to enter all scheduled transactions for
>> thee following month (you call it "cash flow purposes", I call it
>> "fear of going into the red"). To do that I
>> (1) close GnuCash;
>> (2) set the system clock to a later date (in my case the last day of
>> the next month):
>> (3) open GnuCash, click the necessary buttons and check that all the
>> transactions have appeared (in my case in my current/checking account);
>> (4) close GnuCash;
>> (5) Reset the system date.
>>
>> I use Ubuntu and I find sometimes (not very often) the change of date
>> doesn't "take", that is why the checking is necessary.
>>
>> Different, not better
>>
>> Best wishes
>>
>> Eric
>>
> If you always want to see them 10-15 or even 30 days in advance, just
> edit that transaction (Actions:Scheduled Transactions:Scheduled
> Transactions Editor) and click the Create in Advance checkbox on the
> Overview tab.?? Adjust the number of days as desired.
>
> --Steve
>
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Re: [GNC] Misc Newbie Questions

Adrien Monteleone-2
Out of curiosity, is this a personal requirement?

What is the end purpose?

If it is just to ’see’ what might transpire, the Future Scheduled Transactions Summary report might be helpful. (as might the Budget module)

The reason I pose the above questions is I often find that the original question of “How do I do ‘xyz’?” isn’t the actual desired answer because the questioner is already in a rabbit hole.

The real question is, removing all intermediate steps, what is the desired end result? What are you trying to accomplish? What is the end goal?

Usually, going back to that fundamental question will yield a clearer answer and result in a more efficient process or workflow to accomplish the task. (of course, the journey is part of the learning fun, even, or especially if you take detours)

Regards,
Adrien



> On May 29, 2019, at 2:40 PM, Eric Coates <[hidden email]> wrote:
>
> Hi
>
> My requirement is that on the first of the month all transactions due before the last day of the month are entered. My method does that but the one proposed by Bert Riding seems to be better. ("Seems" only because I'll need to check it against my "boring scheme of work" at month end. Luckily we have one of them coming up.) I knew of the "enter N days before due" technique but I assumed - wrongly - that the number of days was fixed for all transactions. Just goes to show, intuitive interfaces can help but reading the manual can really help.
>
> Take care
>
> Eric
> ==============================
>
> On 29/05/2019 15:27, Stephen M. Butler wrote:
>> On 5/29/19 2:16 AM, Eric Coates wrote:
>>> Hi
>>>
>>>> 1)?????????? How can you enter a scheduled transaction before it's due date?
>>>> (Used to check cash flow)
>>>
>>> Adrien Monteleone has given one method, I use a different one.
>>>
>>> Without going through my entire boring "scheme of works" for the last
>>> day of the month I do want to enter all scheduled transactions for
>>> thee following month (you call it "cash flow purposes", I call it
>>> "fear of going into the red"). To do that I
>>> (1) close GnuCash;
>>> (2) set the system clock to a later date (in my case the last day of
>>> the next month):
>>> (3) open GnuCash, click the necessary buttons and check that all the
>>> transactions have appeared (in my case in my current/checking account);
>>> (4) close GnuCash;
>>> (5) Reset the system date.
>>>
>>> I use Ubuntu and I find sometimes (not very often) the change of date
>>> doesn't "take", that is why the checking is necessary.
>>>
>>> Different, not better
>>>
>>> Best wishes
>>>
>>> Eric
>>>
>> If you always want to see them 10-15 or even 30 days in advance, just
>> edit that transaction (Actions:Scheduled Transactions:Scheduled
>> Transactions Editor) and click the Create in Advance checkbox on the
>> Overview tab.?? Adjust the number of days as desired.
>> --Steve

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Re: [GNC] Misc Newbie Questions

Eric Coates
Adrien (and any others sufficiently interested)

I'm assuming the question was meant for me (or is that just ego?):

It's a personal requirement in two senses (1) I make no use of the
business features of GnuCash and (2) it's because of that "fear of going
into the red".

The first needs no comment.

The second, although now of less concern was, at one time, significant.
To simplify the real situation (almost to the point of triviality) we
[see below] have a current account (aka checking account) and a deposit
account with different banks. Transfers from the current account to the
deposit account is almost instantaneous, transfers in the opposite
direction can take up to seven days. Having all the upcoming payments
from the current account already entered allows for two situations:
(1) If there will be insufficient funds in the current account at some
point it will "flash red" and I will have time to arrange a covering
transfer from deposit to current.
(2) When our salaries/pensions are deposited (in the current account) I
will be able to see the expected month end balance and so, possibly, be
able to transfer cash to the deposit account (for its higher interest rate)

At the moment, in this low interest environment, the benefit of
transferring to the deposit account is, to a first and probably third
approximation, negligible. But I'm a man of habit!

I suppose what I'm doing is a form of budgeting.

I've never got into the reporting possibilities of GnuCash. To be frank
- and with no implied criticism - I have difficulty with interpreting
the ones I've glanced at. That may be because I use one set of books to
keep track of my, my wife's and our joint accounts so the shear number
of sub-accounts can be a little overpowering.

As an aside: I totally agree with your statement "the journey is part of
the learning fun, even, or especially if you take detours" - although I
might be tempted to put the word "fun" in quotes, "satisfaction"
wouldn't need quotes.

Take care

Eric
======================================================


On 29/05/2019 20:58, Adrien Monteleone wrote:

> Out of curiosity, is this a personal requirement?
>
> What is the end purpose?
>
> If it is just to ???see??? what might transpire, the Future Scheduled Transactions Summary report might be helpful. (as might the Budget module)
>
> The reason I pose the above questions is I often find that the original question of ???How do I do ???xyz??????? isn???t the actual desired answer because the questioner is already in a rabbit hole.
>
> The real question is, removing all intermediate steps, what is the desired end result? What are you trying to accomplish? What is the end goal?
>
> Usually, going back to that fundamental question will yield a clearer answer and result in a more efficient process or workflow to accomplish the task. (of course, the journey is part of the learning fun, even, or especially if you take detours)
>
> Regards,
> Adrien
>
>
>
>> On May 29, 2019, at 2:40 PM, Eric Coates <[hidden email]> wrote:
>>
>> Hi
>>
>> My requirement is that on the first of the month all transactions due before the last day of the month are entered. My method does that but the one proposed by Bert Riding seems to be better. ("Seems" only because I'll need to check it against my "boring scheme of work" at month end. Luckily we have one of them coming up.) I knew of the "enter N days before due" technique but I assumed - wrongly - that the number of days was fixed for all transactions. Just goes to show, intuitive interfaces can help but reading the manual can really help.
>>
>> Take care
>>
>> Eric
>> ==============================
>>
>> On 29/05/2019 15:27, Stephen M. Butler wrote:
>>> On 5/29/19 2:16 AM, Eric Coates wrote:
>>>> Hi
>>>>
>>>>> 1)?????????? How can you enter a scheduled transaction before it's due date?
>>>>> (Used to check cash flow)
>>>>
>>>> Adrien Monteleone has given one method, I use a different one.
>>>>
>>>> Without going through my entire boring "scheme of works" for the last
>>>> day of the month I do want to enter all scheduled transactions for
>>>> thee following month (you call it "cash flow purposes", I call it
>>>> "fear of going into the red"). To do that I
>>>> (1) close GnuCash;
>>>> (2) set the system clock to a later date (in my case the last day of
>>>> the next month):
>>>> (3) open GnuCash, click the necessary buttons and check that all the
>>>> transactions have appeared (in my case in my current/checking account);
>>>> (4) close GnuCash;
>>>> (5) Reset the system date.
>>>>
>>>> I use Ubuntu and I find sometimes (not very often) the change of date
>>>> doesn't "take", that is why the checking is necessary.
>>>>
>>>> Different, not better
>>>>
>>>> Best wishes
>>>>
>>>> Eric
>>>>
>>> If you always want to see them 10-15 or even 30 days in advance, just
>>> edit that transaction (Actions:Scheduled Transactions:Scheduled
>>> Transactions Editor) and click the Create in Advance checkbox on the
>>> Overview tab.?? Adjust the number of days as desired.
>>> --Steve
>
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Re: [GNC] Misc Newbie Questions

Adrien Monteleone-2
Thanks Eric for the clarification,

I found that I got a better handle on the reports after I just played around with them for a bit. Some options are laid out or described in a way that while technically accurate, can be obtuse if not confusing.

To see what each option does, I just started fiddling and clicking the ‘Apply’ button to learn what their effect was. Sometimes reading Help manuals actually helps, but in this case, I learned more by doing.

To your specific purpose, you might want to take a look at the following:

Balance Forecast
Average Balance
Cash Flow Bar Chart
Income & Expense Line Chart

Each of these (as most reports) can be set for just a single account, so you can see what is happening to it alone if desired.

Also, the Multi-column report would allow you to have 2 or more (and other) reports all on one tab, which you could always keep open as a sort of ‘dashboard’ if you will. One of these might be a Balance Forecast chart just for the Checking Account. Note, that chart offers you the option of a ‘reserve amount’ and a ’target amount’ as lines you can display to see if you are projected to cross a danger zone.


Regards,
Adrien

> On May 29, 2019, at 4:05 PM, Eric Coates <[hidden email]> wrote:
>
> Adrien (and any others sufficiently interested)
>
> I'm assuming the question was meant for me (or is that just ego?):
>
> It's a personal requirement in two senses (1) I make no use of the business features of GnuCash and (2) it's because of that "fear of going into the red".
>
> The first needs no comment.
>
> The second, although now of less concern was, at one time, significant. To simplify the real situation (almost to the point of triviality) we [see below] have a current account (aka checking account) and a deposit account with different banks. Transfers from the current account to the deposit account is almost instantaneous, transfers in the opposite direction can take up to seven days. Having all the upcoming payments from the current account already entered allows for two situations:
> (1) If there will be insufficient funds in the current account at some point it will "flash red" and I will have time to arrange a covering transfer from deposit to current.
> (2) When our salaries/pensions are deposited (in the current account) I will be able to see the expected month end balance and so, possibly, be able to transfer cash to the deposit account (for its higher interest rate)
>
> At the moment, in this low interest environment, the benefit of transferring to the deposit account is, to a first and probably third approximation, negligible. But I'm a man of habit!
>
> I suppose what I'm doing is a form of budgeting.
>
> I've never got into the reporting possibilities of GnuCash. To be frank - and with no implied criticism - I have difficulty with interpreting the ones I've glanced at. That may be because I use one set of books to keep track of my, my wife's and our joint accounts so the shear number of sub-accounts can be a little overpowering.
>
> As an aside: I totally agree with your statement "the journey is part of the learning fun, even, or especially if you take detours" - although I might be tempted to put the word "fun" in quotes, "satisfaction" wouldn't need quotes.
>
> Take care
>
> Eric
> ======================================================
>
>
> On 29/05/2019 20:58, Adrien Monteleone wrote:
>> Out of curiosity, is this a personal requirement?
>> What is the end purpose?
>> If it is just to ???see??? what might transpire, the Future Scheduled Transactions Summary report might be helpful. (as might the Budget module)
>> The reason I pose the above questions is I often find that the original question of ???How do I do ???xyz??????? isn???t the actual desired answer because the questioner is already in a rabbit hole.
>> The real question is, removing all intermediate steps, what is the desired end result? What are you trying to accomplish? What is the end goal?
>> Usually, going back to that fundamental question will yield a clearer answer and result in a more efficient process or workflow to accomplish the task. (of course, the journey is part of the learning fun, even, or especially if you take detours)
>> Regards,
>> Adrien
>>> On May 29, 2019, at 2:40 PM, Eric Coates <[hidden email]> wrote:
>>>
>>> Hi
>>>
>>> My requirement is that on the first of the month all transactions due before the last day of the month are entered. My method does that but the one proposed by Bert Riding seems to be better. ("Seems" only because I'll need to check it against my "boring scheme of work" at month end. Luckily we have one of them coming up.) I knew of the "enter N days before due" technique but I assumed - wrongly - that the number of days was fixed for all transactions. Just goes to show, intuitive interfaces can help but reading the manual can really help.
>>>
>>> Take care
>>>
>>> Eric
>>> ==============================
>>>
>>> On 29/05/2019 15:27, Stephen M. Butler wrote:
>>>> On 5/29/19 2:16 AM, Eric Coates wrote:
>>>>> Hi
>>>>>
>>>>>> 1)?????????? How can you enter a scheduled transaction before it's due date?
>>>>>> (Used to check cash flow)
>>>>>
>>>>> Adrien Monteleone has given one method, I use a different one.
>>>>>
>>>>> Without going through my entire boring "scheme of works" for the last
>>>>> day of the month I do want to enter all scheduled transactions for
>>>>> thee following month (you call it "cash flow purposes", I call it
>>>>> "fear of going into the red"). To do that I
>>>>> (1) close GnuCash;
>>>>> (2) set the system clock to a later date (in my case the last day of
>>>>> the next month):
>>>>> (3) open GnuCash, click the necessary buttons and check that all the
>>>>> transactions have appeared (in my case in my current/checking account);
>>>>> (4) close GnuCash;
>>>>> (5) Reset the system date.
>>>>>
>>>>> I use Ubuntu and I find sometimes (not very often) the change of date
>>>>> doesn't "take", that is why the checking is necessary.
>>>>>
>>>>> Different, not better
>>>>>
>>>>> Best wishes
>>>>>
>>>>> Eric
>>>>>
>>>> If you always want to see them 10-15 or even 30 days in advance, just
>>>> edit that transaction (Actions:Scheduled Transactions:Scheduled
>>>> Transactions Editor) and click the Create in Advance checkbox on the
>>>> Overview tab.?? Adjust the number of days as desired.
>>>> --Steve
>> _______________________________________________
>> gnucash-user mailing list
>> [hidden email]
>> 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.
>> -----
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>> You can do this by using Reply-To-List or Reply-All.
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Re: [GNC] Misc Newbie Questions

GnuCash - User mailing list
In reply to this post by Bert Riding
I've been wanting to do this ever since I started using GnuCash a couple of
years ago and hadn't found the way to do it, so thank you for the
description. Having to enter the advance time period in individual scheduled
transaction is tedious, however, and I had hoped that the setting in the
Preferences menu item would provide global control, but it doesn't seem to
do so.

I've been managing my finances with AceMoney for many years and like the way
future scheduled transactions can be made visible in all accounts via a
global setting. This makes it very easy to turn that visibility on or off
from a simple menu setting and to set how far in advance they would be
shown. Also, the future transactions are greyed out so that, although
visible, they are not easily confused with present entries, but they can be
manually brought forward, edited and made current via a simple right-click
menu.

I would like to see a similar feature in GnuCash.

Alan



Bert Riding wrote
> On Wed, 29 May 2019 10:04:15 +1000
> "Peter088" &lt;

> Peter088@

> &gt; wrote:
>
>> 1)      How can you enter a scheduled transaction before it's due
>> date? (Used to check cash flow)
>
> When setting up a scheduled transaction (or later, by editing it) you
> can choose how far in advance to trigger the transaction.  For
> instance, if you want the month's scheduled entries to all show up on
> the 1st of the month, set up the things scheduled for the 5th to
> trigger five days in advance, the things scheduled for the 20th to
> trigger 20 days in advance, and so on.  Then run Actions -->Scheduled
> Transactions-->Since Last Run..., any time after midnight, to create the
> entries for the month.  For variable transactions you can estimate the
> amount to a close approximation, easily corrected when you get the bill.
> A thick blue line will separate past from future in the register.
> There is great flexibility in how far in advance you want to enter any
> scheduled transaction.
>
> --
> Bert Riding





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Re: [GNC] Misc Newbie Questions

Eric Coates
In reply to this post by Adrien Monteleone-2
Adrien

Climbing learning curves is about the only thing I have energy for these
days. Thanks for pointing out these hills (mountains?). Some time
(hopefully soon) I'll start my exploration, in the meantime I'll be
using Bert Riding's suggestion - at least that slope is fairly shallow.

Take care

Eric
===========================

On 29/05/2019 22:33, Adrien Monteleone wrote:

> Thanks Eric for the clarification,
>
> I found that I got a better handle on the reports after I just played around with them for a bit. Some options are laid out or described in a way that while technically accurate, can be obtuse if not confusing.
>
> To see what each option does, I just started fiddling and clicking the ???Apply??? button to learn what their effect was. Sometimes reading Help manuals actually helps, but in this case, I learned more by doing.
>
> To your specific purpose, you might want to take a look at the following:
>
> Balance Forecast
> Average Balance
> Cash Flow Bar Chart
> Income & Expense Line Chart
>
> Each of these (as most reports) can be set for just a single account, so you can see what is happening to it alone if desired.
>
> Also, the Multi-column report would allow you to have 2 or more (and other) reports all on one tab, which you could always keep open as a sort of ???dashboard??? if you will. One of these might be a Balance Forecast chart just for the Checking Account. Note, that chart offers you the option of a ???reserve amount??? and a ???target amount??? as lines you can display to see if you are projected to cross a danger zone.
>
>
> Regards,
> Adrien
>
>> On May 29, 2019, at 4:05 PM, Eric Coates <[hidden email]> wrote:
>>
>> Adrien (and any others sufficiently interested)
>>
>> I'm assuming the question was meant for me (or is that just ego?):
>>
>> It's a personal requirement in two senses (1) I make no use of the business features of GnuCash and (2) it's because of that "fear of going into the red".
>>
>> The first needs no comment.
>>
>> The second, although now of less concern was, at one time, significant. To simplify the real situation (almost to the point of triviality) we [see below] have a current account (aka checking account) and a deposit account with different banks. Transfers from the current account to the deposit account is almost instantaneous, transfers in the opposite direction can take up to seven days. Having all the upcoming payments from the current account already entered allows for two situations:
>> (1) If there will be insufficient funds in the current account at some point it will "flash red" and I will have time to arrange a covering transfer from deposit to current.
>> (2) When our salaries/pensions are deposited (in the current account) I will be able to see the expected month end balance and so, possibly, be able to transfer cash to the deposit account (for its higher interest rate)
>>
>> At the moment, in this low interest environment, the benefit of transferring to the deposit account is, to a first and probably third approximation, negligible. But I'm a man of habit!
>>
>> I suppose what I'm doing is a form of budgeting.
>>
>> I've never got into the reporting possibilities of GnuCash. To be frank - and with no implied criticism - I have difficulty with interpreting the ones I've glanced at. That may be because I use one set of books to keep track of my, my wife's and our joint accounts so the shear number of sub-accounts can be a little overpowering.
>>
>> As an aside: I totally agree with your statement "the journey is part of the learning fun, even, or especially if you take detours" - although I might be tempted to put the word "fun" in quotes, "satisfaction" wouldn't need quotes.
>>
>> Take care
>>
>> Eric
>> ======================================================
>>
>>
>> On 29/05/2019 20:58, Adrien Monteleone wrote:
>>> Out of curiosity, is this a personal requirement?
>>> What is the end purpose?
>>> If it is just to ???see??? what might transpire, the Future Scheduled Transactions Summary report might be helpful. (as might the Budget module)
>>> The reason I pose the above questions is I often find that the original question of ???How do I do ???xyz??????? isn???t the actual desired answer because the questioner is already in a rabbit hole.
>>> The real question is, removing all intermediate steps, what is the desired end result? What are you trying to accomplish? What is the end goal?
>>> Usually, going back to that fundamental question will yield a clearer answer and result in a more efficient process or workflow to accomplish the task. (of course, the journey is part of the learning fun, even, or especially if you take detours)
>>> Regards,
>>> Adrien
>>>> On May 29, 2019, at 2:40 PM, Eric Coates <[hidden email]> wrote:
>>>>
>>>> Hi
>>>>
>>>> My requirement is that on the first of the month all transactions due before the last day of the month are entered. My method does that but the one proposed by Bert Riding seems to be better. ("Seems" only because I'll need to check it against my "boring scheme of work" at month end. Luckily we have one of them coming up.) I knew of the "enter N days before due" technique but I assumed - wrongly - that the number of days was fixed for all transactions. Just goes to show, intuitive interfaces can help but reading the manual can really help.
>>>>
>>>> Take care
>>>>
>>>> Eric
>>>> ==============================
>>>>
>>>> On 29/05/2019 15:27, Stephen M. Butler wrote:
>>>>> On 5/29/19 2:16 AM, Eric Coates wrote:
>>>>>> Hi
>>>>>>
>>>>>>> 1)?????????? How can you enter a scheduled transaction before it's due date?
>>>>>>> (Used to check cash flow)
>>>>>>
>>>>>> Adrien Monteleone has given one method, I use a different one.
>>>>>>
>>>>>> Without going through my entire boring "scheme of works" for the last
>>>>>> day of the month I do want to enter all scheduled transactions for
>>>>>> thee following month (you call it "cash flow purposes", I call it
>>>>>> "fear of going into the red"). To do that I
>>>>>> (1) close GnuCash;
>>>>>> (2) set the system clock to a later date (in my case the last day of
>>>>>> the next month):
>>>>>> (3) open GnuCash, click the necessary buttons and check that all the
>>>>>> transactions have appeared (in my case in my current/checking account);
>>>>>> (4) close GnuCash;
>>>>>> (5) Reset the system date.
>>>>>>
>>>>>> I use Ubuntu and I find sometimes (not very often) the change of date
>>>>>> doesn't "take", that is why the checking is necessary.
>>>>>>
>>>>>> Different, not better
>>>>>>
>>>>>> Best wishes
>>>>>>
>>>>>> Eric
>>>>>>
>>>>> If you always want to see them 10-15 or even 30 days in advance, just
>>>>> edit that transaction (Actions:Scheduled Transactions:Scheduled
>>>>> Transactions Editor) and click the Create in Advance checkbox on the
>>>>> Overview tab.?? Adjust the number of days as desired.
>>>>> --Steve
>>> _______________________________________________
>>> gnucash-user mailing list
>>> [hidden email]
>>> 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.
>> _______________________________________________
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>
>
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Re: [GNC] Misc Newbie Questions

Derek Atkins-3
In reply to this post by GnuCash - User mailing list
Hi,

AEG via gnucash-user <[hidden email]> writes:

[snip]
> I've been managing my finances with AceMoney for many years and like the way
> future scheduled transactions can be made visible in all accounts via a
> global setting. This makes it very easy to turn that visibility on or off
> from a simple menu setting and to set how far in advance they would be
> shown. Also, the future transactions are greyed out so that, although
> visible, they are not easily confused with present entries, but they can be
> manually brought forward, edited and made current via a simple right-click
> menu.

Sure, I can see how this would be useful, and could be implemented for a
subset of SXes where the values are pre-computed.  But what should it
display if there is a user-variable in the SX?  Currently, when an SX
with a variable fires, it pops up a dialog and asked the user to fill in
the variable.  But for your suggestion, you're asking to see the SX
before it actually fires -- so the variables aren't being filled out.

Alternatively, you can just tell the SXes to fire up to 300 days in
advance, but then they become "real" transactions and get harder to
hide.

> 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
       [hidden email]             www.ihtfp.com
       Computer and Internet Security Consultant
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