[GNC] Scheduled transactions: Why create in advance?

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[GNC] Scheduled transactions: Why create in advance?

GnuCash - User mailing list
Having found that the only way to see the future effects of scheduled
transactions on my account balances is to "Create in advance", I went
through the tedious process of individually setting all 60+ of my scheduled
transactions to create 14 days in advance, then later going through the
whole process again to change this to 7 days in advance. (A global setting
would have saved a lot of time!)

Although creating in advance is not a problem for some transactions,
undesirable consequences with others have persuaded me to abandon this
feature entirely and rely on AceMoney to provide the information I seek. (I
had hoped to discontinue use of AceMoney in favour of GnuCash). The problem
I refer to is as follows...

Two of my scheduled transactions, which were set to create 14 days in
advance, turned out to have errors or lacked information that I wanted to
enter on those and all future transactions. This meant that, not only did I
have to edit the future transactions in Transaction Editor but to also
individually edit the ones that had already been created.

If the transactions were just made visible in the account registers but not
created, I would have been able to spot the errors and change the scheduled
transactions before any of them were created, which is something I can
easily do in AceMoney. This leaves me wondering how/why others use the
"Create in Advance" feature because I'm finding it difficult to understand
why it exists.

Alan



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Re: [GNC] Scheduled transactions: Why create in advance?

Liz
On Sun, 7 Jul 2019 02:46:40 -0500 (CDT)
AEG via gnucash-user <[hidden email]> wrote:

>  This leaves me wondering how/why others use the
> "Create in Advance" feature because I'm finding it difficult to
> understand why it exists.

The answer to all these questions in OpenSource is "because".
Someone wanted that feature and programmed it in.
You are just as free to program the "create but not exist feature" you
mentioned in the previous sentence.

Liz
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Re: [GNC] Scheduled transactions: Why create in advance?

Adrien Monteleone-2
In reply to this post by GnuCash - User mailing list
There is checkbox on the Since Last Run dialog to ‘Review Created Transactions’ that allows you to make adjustments if you wish. They will all appear together Journal style.

You could also employ the Budget Module to plan the future transactions instead of creating them in advance, and then use the Budget Report to show you their effect on various balances.

Regards,
Adrien

> On Jul 7, 2019, at 2:46 AM, AEG via gnucash-user <[hidden email]> wrote:
>
> Having found that the only way to see the future effects of scheduled
> transactions on my account balances is to "Create in advance", I went
> through the tedious process of individually setting all 60+ of my scheduled
> transactions to create 14 days in advance, then later going through the
> whole process again to change this to 7 days in advance. (A global setting
> would have saved a lot of time!)
>
> Although creating in advance is not a problem for some transactions,
> undesirable consequences with others have persuaded me to abandon this
> feature entirely and rely on AceMoney to provide the information I seek. (I
> had hoped to discontinue use of AceMoney in favour of GnuCash). The problem
> I refer to is as follows...
>
> Two of my scheduled transactions, which were set to create 14 days in
> advance, turned out to have errors or lacked information that I wanted to
> enter on those and all future transactions. This meant that, not only did I
> have to edit the future transactions in Transaction Editor but to also
> individually edit the ones that had already been created.
>
> If the transactions were just made visible in the account registers but not
> created, I would have been able to spot the errors and change the scheduled
> transactions before any of them were created, which is something I can
> easily do in AceMoney. This leaves me wondering how/why others use the
> "Create in Advance" feature because I'm finding it difficult to understand
> why it exists.
>
> Alan

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Re: [GNC] Scheduled transactions: Why create in advance?

Stephen M. Butler
In reply to this post by GnuCash - User mailing list
On 7/7/19 12:46 AM, AEG via gnucash-user wrote:
> Having found that the only way to see the future effects of scheduled
> transactions on my account balances is to "Create in advance", I went
> through the tedious process of individually setting all 60+ of my scheduled
60!!  Wow.
> transactions to create 14 days in advance, then later going through the
> whole process again to change this to 7 days in advance. (A global setting
> would have saved a lot of time!)


So:  Edit - Preferences - Scheduled Transactions  and set the Create in
Advance # of days didn't work for you? 

>
> Although creating in advance is not a problem for some transactions,
> undesirable consequences with others have persuaded me to abandon this
> feature entirely and rely on AceMoney to provide the information I seek. (I
> had hoped to discontinue use of AceMoney in favour of GnuCash). The problem
> I refer to is as follows...
>
> Two of my scheduled transactions, which were set to create 14 days in
> advance, turned out to have errors or lacked information that I wanted to
> enter on those and all future transactions. This meant that, not only did I
> have to edit the future transactions in Transaction Editor but to also
> individually edit the ones that had already been created.


Yup, I make typos also.  Easy to fix.  A couple of my transactions (one
being the mortgage payment, change every month.  Thankfully I get
advanced notice of the real values and can modify the scheduled
transaction before it is created.  Missed doing that a couple of times. 
My fault.

>
> If the transactions were just made visible in the account registers but not
> created, I would have been able to spot the errors and change the scheduled
> transactions before any of them were created, which is something I can
> easily do in AceMoney. This leaves me wondering how/why others use the
> "Create in Advance" feature because I'm finding it difficult to understand
> why it exists.


Because it works for me for the handful of scheduled transactions that I
have -- most of which don't change or might change once a year.

If it doesn't fit your style, find something that does.  Or jump in and
submit code to add an enhancement.

Maybe create yourself a spreadsheet, convert to a csv transaction file,
import it.

>
> Alan
--Steve

--
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[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] Scheduled transactions: Why create in advance?

David Carlson-4
Two of the great things that I like about GnuCash are

1. It allows rigorous adherence to double-entry bookkeeping at whatever
level of detail works for the user.

2  It provides tools that are very flexible and adaptable to the user's
preferred work methods, sometimes very easily, and sometimes they need some
creative adaptation.

In the case of scheduled transactions, I always put the word Sched in the
number field.  That tells me that the transaction need some TLC before I
consider it complete, whether it be correcting some values, deciding which
bank account to pay the bill out of, or even who to hire to mow the lawn.

I schedule some transactions several months early if I need to be sure to
have funds in the right place when they come due.

David Carlson

On Tue, Jul 9, 2019 at 6:03 PM Stephen M. Butler <[hidden email]> wrote:

> On 7/7/19 12:46 AM, AEG via gnucash-user wrote:
> > Having found that the only way to see the future effects of scheduled
> > transactions on my account balances is to "Create in advance", I went
> > through the tedious process of individually setting all 60+ of my
> scheduled
> 60!!  Wow.
> > transactions to create 14 days in advance, then later going through the
> > whole process again to change this to 7 days in advance. (A global
> setting
> > would have saved a lot of time!)
>
>
> So:  Edit - Preferences - Scheduled Transactions  and set the Create in
> Advance # of days didn't work for you?
>
> >
> > Although creating in advance is not a problem for some transactions,
> > undesirable consequences with others have persuaded me to abandon this
> > feature entirely and rely on AceMoney to provide the information I seek.
> (I
> > had hoped to discontinue use of AceMoney in favour of GnuCash). The
> problem
> > I refer to is as follows...
> >
> > Two of my scheduled transactions, which were set to create 14 days in
> > advance, turned out to have errors or lacked information that I wanted to
> > enter on those and all future transactions. This meant that, not only
> did I
> > have to edit the future transactions in Transaction Editor but to also
> > individually edit the ones that had already been created.
>
>
> Yup, I make typos also.  Easy to fix.  A couple of my transactions (one
> being the mortgage payment, change every month.  Thankfully I get
> advanced notice of the real values and can modify the scheduled
> transaction before it is created.  Missed doing that a couple of times.
> My fault.
>
> >
> > If the transactions were just made visible in the account registers but
> not
> > created, I would have been able to spot the errors and change the
> scheduled
> > transactions before any of them were created, which is something I can
> > easily do in AceMoney. This leaves me wondering how/why others use the
> > "Create in Advance" feature because I'm finding it difficult to
> understand
> > why it exists.
>
>
> Because it works for me for the handful of scheduled transactions that I
> have -- most of which don't change or might change once a year.
>
> If it doesn't fit your style, find something that does.  Or jump in and
> submit code to add an enhancement.
>
> Maybe create yourself a spreadsheet, convert to a csv transaction file,
> import it.
>
> >
> > Alan
> --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
>
>
> _______________________________________________
> gnucash-user mailing list
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Re: [GNC] Scheduled transactions: Why create in advance?

GnuCash - User mailing list
In reply to this post by Liz
Hi Liz,


Liz wrote
> On Sun, 7 Jul 2019 02:46:40 -0500 (CDT)
> AEG via gnucash-user &lt;

> gnucash-user@

> &gt; wrote:
>
>>  This leaves me wondering how/why others use the
>> "Create in Advance" feature because I'm finding it difficult to
>> understand why it exists.
>
> The answer to all these questions in OpenSource is "because".
> Someone wanted that feature and programmed it in.
> You are just as free to program the "create but not exist feature" you
> mentioned in the previous sentence.
>
> Liz
> _______________________________________________

Whilst it is obvious to me that someone programmed it in for a reason, I am
just trying to understand what that reason might have been. My observations
so far indicate that it serves no useful purpose that couldn't be improved
substantially by delaying the creation until the active date but showing the
effect it will have on the account when that happens.

I would love to program in that and several other features myself but don't
have enough experience with the code used.

Alan



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Re: [GNC] Scheduled transactions: Why create in advance?

GnuCash - User mailing list
In reply to this post by Adrien Monteleone-2
Adrien,

Thanks for your input.
I don't really want to see the created transactions together. I want to see
(in advance) the effect scheduled transactions will have on individual
account balances when they are created but to delay creation until the
correct scheduled date. I am sure others would find this extremely useful if
the feature existed.

Alan


Adrien Monteleone-2 wrote

> There is checkbox on the Since Last Run dialog to ‘Review Created
> Transactions’ that allows you to make adjustments if you wish. They will
> all appear together Journal style.
>
> You could also employ the Budget Module to plan the future transactions
> instead of creating them in advance, and then use the Budget Report to
> show you their effect on various balances.
>
> Regards,
> Adrien
>
>> On Jul 7, 2019, at 2:46 AM, AEG via gnucash-user &lt;

> gnucash-user@

> &gt; wrote:
>>
>> Having found that the only way to see the future effects of scheduled
>> transactions on my account balances is to "Create in advance", I went
>> through the tedious process of individually setting all 60+ of my
>> scheduled
>> transactions to create 14 days in advance, then later going through the
>> whole process again to change this to 7 days in advance. (A global
>> setting
>> would have saved a lot of time!)
>>
>> Although creating in advance is not a problem for some transactions,
>> undesirable consequences with others have persuaded me to abandon this
>> feature entirely and rely on AceMoney to provide the information I seek.
>> (I
>> had hoped to discontinue use of AceMoney in favour of GnuCash). The
>> problem
>> I refer to is as follows...
>>
>> Two of my scheduled transactions, which were set to create 14 days in
>> advance, turned out to have errors or lacked information that I wanted to
>> enter on those and all future transactions. This meant that, not only did
>> I
>> have to edit the future transactions in Transaction Editor but to also
>> individually edit the ones that had already been created.
>>
>> If the transactions were just made visible in the account registers but
>> not
>> created, I would have been able to spot the errors and change the
>> scheduled
>> transactions before any of them were created, which is something I can
>> easily do in AceMoney. This leaves me wondering how/why others use the
>> "Create in Advance" feature because I'm finding it difficult to
>> understand
>> why it exists.
>>
>> Alan





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Re: [GNC] Scheduled transactions: Why create in advance?

Colin Law
On Wed, 10 Jul 2019 at 21:23, AEG via gnucash-user
<[hidden email]> wrote:
>
> Adrien,
>
> Thanks for your input.
> I don't really want to see the created transactions together. I want to see
> (in advance) the effect scheduled transactions will have on individual
> account balances when they are created but to delay creation until the
> correct scheduled date. I am sure others would find this extremely useful if
> the feature existed.

I don't see any advantage in delaying the creation.  It works
perfectly well for me (and others here apparently) by creating them in
advance. What advantage do you see in delaying the creation?

Colin
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Re: [GNC] Scheduled transactions: Why create in advance?

GnuCash - User mailing list
In reply to this post by Stephen M. Butler
Hi Stephen


Stephen M. Butler wrote
> So:  Edit - Preferences - Scheduled Transactions  and set the Create in
> Advance # of days didn't work for you? 

No, I had previously thought that the setting you refer to would allow
global adjustments to be made but it only affects subsequently created
scheduled transactions, not those that already exist.


Stephen M. Butler wrote

>> Although creating in advance is not a problem for some transactions,
>> undesirable consequences with others have persuaded me to abandon this
>> feature entirely and rely on AceMoney to provide the information I seek.
>> (I
>> had hoped to discontinue use of AceMoney in favour of GnuCash). The
>> problem
>> I refer to is as follows...
>>
>> Two of my scheduled transactions, which were set to create 14 days in
>> advance, turned out to have errors or lacked information that I wanted to
>> enter on those and all future transactions. This meant that, not only did
>> I
>> have to edit the future transactions in Transaction Editor but to also
>> individually edit the ones that had already been created.
>
>
> Yup, I make typos also.  Easy to fix.  A couple of my transactions (one
> being the mortgage payment, change every month.  Thankfully I get
> advanced notice of the real values and can modify the scheduled
> transaction before it is created.  Missed doing that a couple of times. 
> My fault.

Yes, they are easy to fix if done before they are created. Unfortunately, I
had a situation where I had set some scheduled transactions to create 6
months in advance to provide a rough idea of what the balances were likely
to be at that time. Having obtained the 'snapshot' information I had sought,
I then found that I had to go through all of the transactions created in
advance and delete them, then recreate the scheduled transactions again! I
wouldn't have had that problem if they hadn't been created.


Stephen M. Butler wrote

> If it doesn't fit your style, find something that does.  Or jump in and
> submit code to add an enhancement.
>
> Maybe create yourself a spreadsheet, convert to a csv transaction file,
> import it.
>
> --Steve
>
> --
> Stephen M Butler, PMP, PSM

I wish I could submit some code but, although I do have some programming
experience, I am not familiar with the code used in GnuCash or how to get
into it. As for the spreadsheet idea, I'm not sure how this would help my
situation.

Kind regards,
Alan




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Re: [GNC] Scheduled transactions: Why create in advance?

Adrien Monteleone-2
In reply to this post by GnuCash - User mailing list

> On Jul 10, 2019, at 3:20 PM, AEG via gnucash-user <[hidden email]> wrote:
>
> Adrien,
>
> Thanks for your input.
> I don't really want to see the created transactions together.


My comment about the checkbox was in reference to your comment about sometimes needing to edit them before they are committed but when they are scheduled to fire.


> I want to see
> (in advance) the effect scheduled transactions will have on individual
> account balances when they are created but to delay creation until the
> correct scheduled date.

That’s where the budget module comes in. You can use it to see what will happen if those transactions occur.


> I am sure others would find this extremely useful if
> the feature existed.

 (it would be nice if the Budget Module pulled these in automatically, or if the Future Scheduled Transactions Summary also accounted for the various account present balances)

Regards,
Adrien

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Re: [GNC] Scheduled transactions: Why create in advance?

Adrien Monteleone-2
In reply to this post by GnuCash - User mailing list
The website has all the info needed to get started with the code.

As for using spreadsheets, the advantage there is either customizing your views, or you could use one to combine the P&L/Balance Sheet with a Future Scheduled Transactions Summary Report to provide what you are looking for.

Alternatively, you could use an SQL backend for reporting purposes, or learn Scheme and improve that Future Scheduled Transactions Summary Report.

As it stands exactly what you are looking for is not available without creating it, doing some work outside of GnuCash, or using certain features in a way that might not be optimal, but still gets you the info you want.

Regards,
Adrien

> On Jul 10, 2019, at 4:06 PM, AEG via gnucash-user <[hidden email]> wrote:
>
>>
>
> I wish I could submit some code but, although I do have some programming
> experience, I am not familiar with the code used in GnuCash or how to get
> into it. As for the spreadsheet idea, I'm not sure how this would help my
> situation.
>
> Kind regards,
> Alan


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Re: [GNC] Scheduled transactions: Why create in advance?

John Ralls-2


> On Jul 10, 2019, at 2:52 PM, Adrien Monteleone <[hidden email]> wrote:
>
> The website has all the info needed to get started with the code.

No, the *wiki* has some information needed to get started with the code... but it's up to the prospective contributor to have learned the necessary programming skills elsewhere.

Regards,
John Ralls

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Re: [GNC] Scheduled transactions: Why create in advance?

Adrien Monteleone-2
Face palm! Yes, thanks, John.

Regards,
Adrien

> On Jul 10, 2019, at 7:44 PM, John Ralls <[hidden email]> wrote:
>
>
>
>> On Jul 10, 2019, at 2:52 PM, Adrien Monteleone <[hidden email]> wrote:
>>
>> The website has all the info needed to get started with the code.
>
> No, the *wiki* has some information needed to get started with the code... but it's up to the prospective contributor to have learned the necessary programming skills elsewhere.
>
> Regards,
> John Ralls
>
>


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Re: [GNC] Scheduled transactions: Why create in advance?

Alton Brantley
In reply to this post by GnuCash - User mailing list
One option you could use is the ability to create the future transactions in a subaccount of the relevant account. Simply use the “include subaccounts” when you want to look at future balances, and don’t include that account when you want only the current figures.

On the date that the future transactions take effect, edit the account to move it from the subaccount to the parent account.

I do this with my bank account as follows:

Account: Bank
Subaccount: Bank:Income due
Subaccount:Bank:Payments due

I create future deposits in the Bank:Income due account and future payments (mortgage, utilities, etc) in the Bank:Payments due account.

When I want the actual Bank account updated, I just open each subaccount, edit off the “:Income due” or “Payments due”, and the transaction is moved to the parent account.

-Alton Brantley



> Date: Wed, 10 Jul 2019 15:20:33 -0500 (CDT)
> From: AEG <[hidden email] <mailto:[hidden email]>>
> To: [hidden email] <mailto:[hidden email]>
> Subject: Re: [GNC] Scheduled transactions: Why create in advance?
> Message-ID: <[hidden email] <mailto:[hidden email]>>
> Content-Type: text/plain; charset=UTF-8
> Adrien,
> Thanks for your input.
> I don't really want to see the created transactions together. I want to see
> (in advance) the effect scheduled transactions will have on individual
> account balances when they are created but to delay creation until the
> correct scheduled date. I am sure others would find this extremely useful if
> the feature existed.
> Alan
>
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Re: [GNC] Scheduled transactions: Why create in advance?

Colin Law
In reply to this post by GnuCash - User mailing list
On Wed, 10 Jul 2019 at 22:09, AEG via gnucash-user
<[hidden email]> wrote:
> ...
> Yes, they are easy to fix if done before they are created. Unfortunately, I
> had a situation where I had set some scheduled transactions to create 6
> months in advance to provide a rough idea of what the balances were likely
> to be at that time. Having obtained the 'snapshot' information I had sought,
> I then found that I had to go through all of the transactions created in
> advance and delete them, then recreate the scheduled transactions again!

You didn't need to to delete and recreate, you could just have edited
the already entered transactions and edited the scheduled ones so that
future ones would be correct.

Colin
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