Upcoming Automated Transactions

Asked by Geoffrey van Wyk on 2008-09-16

I have added transactions that will take place within 15 days from today, but the Upcoming Automated Transactions in the main window shows nothing.

I will appreciate any help. Thanks.

Question information

Language:
English Edit question
Status:
Solved
For:
HomeBank Edit question
Assignee:
No assignee Edit question
Solved by:
Maxime DOYEN
Solved:
2008-09-28
Last query:
2008-09-28
Last reply:
2008-09-27
Maxime DOYEN (mdoyen) said : #1

Hi,

What version do you used for that?
Can you give me your parameter under file/properties menu then automatic transaction ?
Please give me more information on the archive you created ( a screenshot will be fine )
I have tested with 4.0 beta and it works fine.

I am using version 3.6. Under automatic transactions, I have Insert: 15 days into the future. I have not created an archive yet. I am not sure what it is used for.

Best Maxime DOYEN (mdoyen) said : #3

Upcoming Automated Transactions displays future (not already inserted) transaction.
For example you have an icome every month, then you go to the archive dialog, create the transaction and then activate automated insertion.

Then change unit sot month and set the next occurence date.

This transaction will appear in the 'Upcoming Automated Transactions' list (the next occurence).

The 'Insert: 15 days into the future' you have set into properties tell HomeBank to insert automated transaction (archive) when starting, including transaction to occurs in today's date + 15 days.

Let me know if all of that is clear enough.
Max.

Thanks Maxime Doyen, that solved my question.

gagudelo (gagudelop) said : #5

I like this feature, but unfortunetely it does not work like I understand. I was programming an automanted transaction for today+15 then every month. I opened the application and the first transaction was inserted into the account records, but the programmed day is still in the future.

I was thinking, it will insert the record exactly at the programmed day and not immediatally....