Difference between revisions of "Scheduled Transactions"

Revision as of 16:13, 23 September 2011

Scheduled transactions is made to help entering repetitive money operations, like subscriptions, insurances or taxes. By using scheduled transactions, you only have to enter the concerned transaction once, set a few parameters like start date, frequency and a little description, and then GnuCash will tell you whenever a scheduled transaction is ready to create, and create it for you.

In GnuCash, there are two ways of creating scheduled transactions, from the ledger or from the scheduled transactions editor.

Creating from the Ledger

1. Enter the first occurrence of your to-schedule transaction in the ledger.
2. Once the transaction has been entered, right-click on it and choose "Schedule...".
3. A window dialog box will appear titled "Make a Scheduled Transaction".
4. Fill in the necessary fields, such as:
   1. Name
   2. Frequency
   3. Start Date
   4. End

Creating from the Editor

1. Select Actions > Scheduled Transactions > Scheduled Transaction Editor from the menu.
2. The Scheduled Transactions window will appear. Press the "New" button
3. A window dialog box will appear titled "Edit a Scheduled Transaction".
4. Fill in the necessary fields, such as:
   1. Name
   2. Frequency
   3. Start Date
   4. End

Related FAQs

• http://wiki.gnucash.org/wiki/FAQ#Q:_How_do_I_use_variables_and_formula_in_scheduled_transactions.3F