Scheduled Transactions / Since Last Run: Entry only selected transactions

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Scheduled Transactions / Since Last Run: Entry only selected transactions

Old Samurai
Hello there,I am new to GNU and so far I like it a lot!However, I need some help with the Scheduled Transactions.
Basically I want to enter manually the transactions when I want, regardless of the exact "Next Occurrence Date" (I have the Scheduled Transactions set only as Reminders).
Let's say it shows 2 bills to be entered today. However, I want to pay only one of them now and leave the other for next week.
It seems that if I select the one I want to pay when I click OK, both bills are shown on the list of bills paid. The transactions are already entered in GNU register and now the Scheduled Transactions show that the bills are due next month.
Also, part of the same issue is that let's say I have a bill due next week, but I will be out of town and I want to pay it now.I go to the "Since Last Run" window, I select the bill, click on OK but nothing happens. It seems it is not letting me pay the bill in advance.
Is there a way to enter one bill at the time, regardless of the Next Occurrence date?To me this would be an essential feature therefore I am open to any ideas on how to make this work, or any ideas to work around it.
Thank you guys for your time and help!
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Re: Scheduled Transactions / Since Last Run: Entry only selected transactions

David Carlson-4
On 6/16/2015 7:24 PM, Old Samurai wrote:

> Hello there,I am new to GNU and so far I like it a lot!However, I need some help with the Scheduled Transactions.
> Basically I want to enter manually the transactions when I want, regardless of the exact "Next Occurrence Date" (I have the Scheduled Transactions set only as Reminders).
> Let's say it shows 2 bills to be entered today. However, I want to pay only one of them now and leave the other for next week.
> It seems that if I select the one I want to pay when I click OK, both bills are shown on the list of bills paid. The transactions are already entered in GNU register and now the Scheduled Transactions show that the bills are due next month.
> Also, part of the same issue is that let's say I have a bill due next week, but I will be out of town and I want to pay it now.I go to the "Since Last Run" window, I select the bill, click on OK but nothing happens. It seems it is not letting me pay the bill in advance.
> Is there a way to enter one bill at the time, regardless of the Next Occurrence date?To me this would be an essential feature therefore I am open to any ideas on how to make this work, or any ideas to work around it.
> Thank you guys for your time and help!
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>

I am surprised that nobody has responded to this yet.

The Since Last Run assistant is somewhat clunky and there are several
bug reports and suggestions for improvement that have languished because
there are limited developer resources and those resources are being
applied in other areas right now.  There are work-arounds for most
issues which other users have found.

Generally, one work-around is to set a reminder with an early value
large enough to satisfy your particular requirements for that case.
Another that I have done in a few cases is to create a bogus transaction
entry that is created early but serves only as a placeholder until the
real transaction entry can be created.  I do that for utility bills that
vary each month.

You may also be confused about how reminder status works.  The help
information (which is not accessible from inside the SLR window) is
vague.  If any of the create automatically boxes are checked for a given
scheduled transaction they can override the reminder status and result
in an undesired transaction entry creation.  To enter a transaction that
has a reminder status, you need to click on the reminder and change it
to To Create for that transaction to be created when you finally do
click OK.  However, if the scheduled date is today or in the past, that
transaction with the reminder status will be created anyway when the OK
button is clicked.  In some older versions of GnuCash, the Postpone
status did not work correctly, and I am not sure whether that has been
fixed, I never use it.

Also, creating the transaction in GnuCash does not actually make the
real payment happen, you still need to write the check or log in to your
bank website or the payee website, or whatever to do that.

If you have any other questions, feel free to ask them here.  Other
users or developers are usually here and able to help.  The chat page
also usually has developers watching.  I use that myself from time to
time.  Chatzilla is a nice client for that.

David C
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Re: Scheduled Transactions / Since Last Run: Entry only selected transactions

Tommy Trussell
Regarding Scheduled Transactions:

On Sat, Jun 20, 2015 at 11:14 AM, David Carlson <[hidden email]
> wrote:

>
> The Since Last Run assistant ...
>


>
> You may also be confused about how reminder status works.  ...



> If any of the create automatically boxes are checked for a given
> scheduled transaction they can override the reminder status and result
> in an undesired transaction entry creation.  To enter a transaction that
> has a reminder status, you need to click on the reminder and change it
> to To Create for that transaction to be created when you finally do
> click OK.  However, if the scheduled date is today or in the past, that
> transaction with the reminder status will be created anyway when the OK
> button is clicked.  In some older versions of GnuCash, the Postpone
> status did not work correctly, and I am not sure whether that has been
> fixed, I never use it.
>  <https://lists.gnucash.org/mailman/listinfo/gnucash-user>
>

Fortunately, that bug should be fixed as of GnuCash 2.6.6. Years ago I
"trained" myself to never select "postponed" to avoid the bug so I
(ashamedly) have not yet tested it.

https://bugzilla.gnome.org/show_bug.cgi?id=677651

I use scheduled transactions for EVERY recurring transaction (weekly,
monthly and annual), and I also sometimes create superfluous scheduled
transactions (like for savings account interest) to remind me to download
an account's online statements.

Most of the time I find it easiest to enter a "placeholder" transaction
amount and update the created transaction dates and amounts manually every
time.

Alternatively, the scheduled transaction dialog also allows variables for
the amounts, and the Since Last Run dialog prompts for the values before
creating each transaction. Unfortunately there's something funky about the
parser, so variables work reliably only in the simplest situations. I still
use them to save a little time when entering something like a simple
interest calculation -- the automatically created transaction comes out
wrong, but it's easy to fix.

One of these days I may file a bug, but I suspect not many folks use
scheduled transaction variables.


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> You can do this by using Reply-To-List or Reply-All.
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Re: Scheduled Transactions / Since Last Run: Entry only selected transactions

Jim Passmore
In reply to this post by David Carlson-4
On Sat, Jun 20, 2015 at 12:14 PM, David Carlson <[hidden email]
> wrote:

>
> I am surprised that nobody has responded to this yet.
>

I actually had started a reply, but...


>
> The Since Last Run assistant is somewhat clunky


I'll say!  I'm a new user, and was going to give a big +1 to Old Samurai,
but then decided I should pull up GnuCash to verify a statement I had
written was correct, and it was only *then* that I discovered it's possible
to change the state from To-Enter to something else.  It's very non-obvious
there's anything to do there.  Also, the check-boxes are just begging to be
checked/unchecked, but you have to open the edit dialog to make a change?
Would be nice for the review-created-transactions checkbox to remember last
state rather than always unchecked...


> and there are several
> bug reports and suggestions for improvement that have languished because
> there are limited developer resources and those resources are being
> applied in other areas right now.


Wish I could help.  I know some Python and can read/tweak Java, but when it
comes to C I know nothing...


> There are work-arounds for most
> issues which other users have found.
>
> Generally, one work-around is to set a reminder with an early value
> large enough to satisfy your particular requirements for that case.
> Another that I have done in a few cases is to create a bogus transaction
> entry that is created early but serves only as a placeholder until the
> real transaction entry can be created.  I do that for utility bills that
> vary each month.
>

Realized that first approach could work, and how reminders work when I saw
that the status could be changed.  Seems pretty workable in my opinion.
Would never take the approach of creating a transaction to later correct,
though.  Without the scheduled transaction as a reminder I would forget to
go back and correct it!


>  In some older versions of GnuCash, the Postpone
> status did not work correctly, and I am not sure whether that has been
> fixed, I never use it.
>

Running ubuntu (xubuntu), soon to be upgraded to 15.04, and I will test
that.


>
>
> If you have any other questions, feel free to ask them here.  Other
> users or developers are usually here and able to help.  The chat page
> also usually has developers watching.  I use that myself from time to
> time.  Chatzilla is a nice client for that.
>
>
Probably be checking in on a couple mortgage & budgeting items...

Thanks!

--

*Jim Passmore*
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Re: Scheduled Transactions / Since Last Run: Entry only selected transactions

Dorel Ciornei
I've been having questions along the same lines, so I am glad it was addressed here.Indeed, until you guys pointed it out, I didn't realize that the status of each line in the "Since Last Run" can be changed.This makes things a lot easier obviously.
Now when I just change the status of all lines to "Reminder" and leave as "To-Create" only the bill I want to pay.Seems to work ok that way.

I tried entering bogus transactions, but then I need a reminder to remind me to correct/enter the right transaction.
Side Note: I used Quicken for a few years, and the best feature and pretty much the only reason I stayed with it for that time was the Reminder feature.In my opinion, that feature was beautifully done. Being able to see the coming-up transactions (including the amount of each) in the actual calendar view was very helpful.

Thank you again.Dorel C
 
      From: Jim Passmore <[hidden email]>
 To: David Carlson <[hidden email]>
Cc: [hidden email]
 Sent: Sunday, June 21, 2015 6:26 AM
 Subject: Re: Scheduled Transactions / Since Last Run: Entry only selected transactions
   
On Sat, Jun 20, 2015 at 12:14 PM, David Carlson <[hidden email]
> wrote:

>
> I am surprised that nobody has responded to this yet.
>

I actually had started a reply, but...


>
> The Since Last Run assistant is somewhat clunky


I'll say!  I'm a new user, and was going to give a big +1 to Old Samurai,
but then decided I should pull up GnuCash to verify a statement I had
written was correct, and it was only *then* that I discovered it's possible
to change the state from To-Enter to something else.  It's very non-obvious
there's anything to do there.  Also, the check-boxes are just begging to be
checked/unchecked, but you have to open the edit dialog to make a change?
Would be nice for the review-created-transactions checkbox to remember last
state rather than always unchecked...


> and there are several
> bug reports and suggestions for improvement that have languished because
> there are limited developer resources and those resources are being
> applied in other areas right now.


Wish I could help.  I know some Python and can read/tweak Java, but when it
comes to C I know nothing...


> There are work-arounds for most
> issues which other users have found.
>
> Generally, one work-around is to set a reminder with an early value
> large enough to satisfy your particular requirements for that case.
> Another that I have done in a few cases is to create a bogus transaction
> entry that is created early but serves only as a placeholder until the
> real transaction entry can be created.  I do that for utility bills that
> vary each month.
>

Realized that first approach could work, and how reminders work when I saw
that the status could be changed.  Seems pretty workable in my opinion.
Would never take the approach of creating a transaction to later correct,
though.  Without the scheduled transaction as a reminder I would forget to
go back and correct it!


>  In some older versions of GnuCash, the Postpone
> status did not work correctly, and I am not sure whether that has been
> fixed, I never use it.
>

Running ubuntu (xubuntu), soon to be upgraded to 15.04, and I will test
that.


>
>
> If you have any other questions, feel free to ask them here.  Other
> users or developers are usually here and able to help.  The chat page
> also usually has developers watching.  I use that myself from time to
> time.  Chatzilla is a nice client for that.
>
>
Probably be checking in on a couple mortgage & budgeting items...

Thanks!

--

*Jim Passmore*


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Re: Scheduled Transactions / Since Last Run: Entry only selected transactions

David Carlson-4
On 6/21/2015 10:38 AM, Dorel Ciornei wrote:

> I've been having questions along the same lines, so I am glad it was
> addressed here.
> Indeed, until you guys pointed it out, I didn't realize that the
> status of each line in the "Since Last Run" can be changed.
> This makes things a lot easier obviously.
>
> Now when I just change the status of all lines to "Reminder" and leave
> as "To-Create" only the bill I want to pay.
> Seems to work ok that way.
>
> I tried entering bogus transactions, but then I need a reminder to
> remind me to correct/enter the right transaction.
>
> Side Note: I used Quicken for a few years, and the best feature and
> pretty much the only reason I stayed with it for that time was the
> Reminder feature.
> In my opinion, that feature was beautifully done. Being able to see
> the coming-up transactions (including the amount of each) in the
> actual calendar view was very helpful.
>
> Thank you again.
> Dorel C
>
> ------------------------------------------------------------------------
> *From:* Jim Passmore <[hidden email]>
> *To:* David Carlson <[hidden email]>
> *Cc:* [hidden email]
> *Sent:* Sunday, June 21, 2015 6:26 AM
> *Subject:* Re: Scheduled Transactions / Since Last Run: Entry only
> selected transactions
>
> On Sat, Jun 20, 2015 at 12:14 PM, David Carlson
> <[hidden email] <mailto:[hidden email]>
> > wrote:
>
> >
> > I am surprised that nobody has responded to this yet.
> >
>
> I actually had started a reply, but...
>
>
> >
> > The Since Last Run assistant is somewhat clunky
>
>
> I'll say!  I'm a new user, and was going to give a big +1 to Old Samurai,
> but then decided I should pull up GnuCash to verify a statement I had
> written was correct, and it was only *then* that I discovered it's
> possible
> to change the state from To-Enter to something else.  It's very
> non-obvious
> there's anything to do there.  Also, the check-boxes are just begging
> to be
> checked/unchecked, but you have to open the edit dialog to make a change?
> Would be nice for the review-created-transactions checkbox to remember
> last
> state rather than always unchecked...
>
>
> > and there are several
> > bug reports and suggestions for improvement that have languished because
> > there are limited developer resources and those resources are being
> > applied in other areas right now.
>
>
> Wish I could help.  I know some Python and can read/tweak Java, but
> when it
> comes to C I know nothing...
>
>
> > There are work-arounds for most
> > issues which other users have found.
> >
> > Generally, one work-around is to set a reminder with an early value
> > large enough to satisfy your particular requirements for that case.
> > Another that I have done in a few cases is to create a bogus transaction
> > entry that is created early but serves only as a placeholder until the
> > real transaction entry can be created.  I do that for utility bills that
> > vary each month.
> >
>
> Realized that first approach could work, and how reminders work when I saw
> that the status could be changed.  Seems pretty workable in my opinion.
> Would never take the approach of creating a transaction to later correct,
> though.  Without the scheduled transaction as a reminder I would forget to
> go back and correct it!
>
>
> >  In some older versions of GnuCash, the Postpone
> > status did not work correctly, and I am not sure whether that has been
> > fixed, I never use it.
> >
>
> Running ubuntu (xubuntu), soon to be upgraded to 15.04, and I will test
> that.
>
>
> >
> >
> > If you have any other questions, feel free to ask them here.  Other
> > users or developers are usually here and able to help.  The chat page
> > also usually has developers watching.  I use that myself from time to
> > time.  Chatzilla is a nice client for that.
> >
> >
> Probably be checking in on a couple mortgage & budgeting items...
>
> Thanks!
>
> --
>
> *Jim Passmore*
>
>
>
> _______________________________________________
> gnucash-user mailing list
> [hidden email] <mailto:[hidden email]>
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
>

Good comments, all.

Dorel, those of us who do enter 'placeholder' transactions usually have
a flag in the transaction to indicate that it is just that, and not real
or exact.  One such flag would be to put the word Placeholder in the
check number box in the SX, and it will appear there when the
transaction entry is created.

David C
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Re: Scheduled Transactions / Since Last Run: Entry only selected transactions

Old Samurai
Thank you everyone.You have been most helpful.Of course, I would love to see a revision, but until then, I can work around the issues with your ideas. OS


     On Sunday, June 21, 2015 3:07 PM, David Carlson <[hidden email]> wrote:
   

 On 6/21/2015 10:38 AM, Dorel Ciornei wrote:

> I've been having questions along the same lines, so I am glad it was
> addressed here.
> Indeed, until you guys pointed it out, I didn't realize that the
> status of each line in the "Since Last Run" can be changed.
> This makes things a lot easier obviously.
>
> Now when I just change the status of all lines to "Reminder" and leave
> as "To-Create" only the bill I want to pay.
> Seems to work ok that way.
>
> I tried entering bogus transactions, but then I need a reminder to
> remind me to correct/enter the right transaction.
>
> Side Note: I used Quicken for a few years, and the best feature and
> pretty much the only reason I stayed with it for that time was the
> Reminder feature.
> In my opinion, that feature was beautifully done. Being able to see
> the coming-up transactions (including the amount of each) in the
> actual calendar view was very helpful.
>
> Thank you again.
> Dorel C
>
> ------------------------------------------------------------------------
> *From:* Jim Passmore <[hidden email]>
> *To:* David Carlson <[hidden email]>
> *Cc:* [hidden email]
> *Sent:* Sunday, June 21, 2015 6:26 AM
> *Subject:* Re: Scheduled Transactions / Since Last Run: Entry only
> selected transactions
>
> On Sat, Jun 20, 2015 at 12:14 PM, David Carlson
> <[hidden email] <mailto:[hidden email]>
> > wrote:
>
> >
> > I am surprised that nobody has responded to this yet.
> >
>
> I actually had started a reply, but...
>
>
> >
> > The Since Last Run assistant is somewhat clunky
>
>
> I'll say!  I'm a new user, and was going to give a big +1 to Old Samurai,
> but then decided I should pull up GnuCash to verify a statement I had
> written was correct, and it was only *then* that I discovered it's
> possible
> to change the state from To-Enter to something else.  It's very
> non-obvious
> there's anything to do there.  Also, the check-boxes are just begging
> to be
> checked/unchecked, but you have to open the edit dialog to make a change?
> Would be nice for the review-created-transactions checkbox to remember
> last
> state rather than always unchecked...
>
>
> > and there are several
> > bug reports and suggestions for improvement that have languished because
> > there are limited developer resources and those resources are being
> > applied in other areas right now.
>
>
> Wish I could help.  I know some Python and can read/tweak Java, but
> when it
> comes to C I know nothing...
>
>
> > There are work-arounds for most
> > issues which other users have found.
> >
> > Generally, one work-around is to set a reminder with an early value
> > large enough to satisfy your particular requirements for that case.
> > Another that I have done in a few cases is to create a bogus transaction
> > entry that is created early but serves only as a placeholder until the
> > real transaction entry can be created.  I do that for utility bills that
> > vary each month.
> >
>
> Realized that first approach could work, and how reminders work when I saw
> that the status could be changed.  Seems pretty workable in my opinion.
> Would never take the approach of creating a transaction to later correct,
> though.  Without the scheduled transaction as a reminder I would forget to
> go back and correct it!
>
>
> >  In some older versions of GnuCash, the Postpone
> > status did not work correctly, and I am not sure whether that has been
> > fixed, I never use it.
> >
>
> Running ubuntu (xubuntu), soon to be upgraded to 15.04, and I will test
> that.
>
>
> >
> >
> > If you have any other questions, feel free to ask them here.  Other
> > users or developers are usually here and able to help.  The chat page
> > also usually has developers watching.  I use that myself from time to
> > time.  Chatzilla is a nice client for that.
> >
> >
> Probably be checking in on a couple mortgage & budgeting items...
>
> Thanks!
>
> --
>
> *Jim Passmore*
>
>
>
> _______________________________________________
> gnucash-user mailing list
> [hidden email] <mailto:[hidden email]>
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.
>
>

Good comments, all.

Dorel, those of us who do enter 'placeholder' transactions usually have
a flag in the transaction to indicate that it is just that, and not real
or exact.  One such flag would be to put the word Placeholder in the
check number box in the SX, and it will appear there when the
transaction entry is created.

David C
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