wish: option to add scheduled txn until x months

Bug #1869352 reported by Paul White
4
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

I'm using Ubuntu 18.04 and Homebank 5.3.2.

I find the ability to add transactions for a certain number of days very useful but feel that inputting a specific date would be less time consuming than calculating or guessing how many days in the future my required date actually is.

For example, today is 27th March. I want to add transactions for the next three months but stop before my next pay date on 28th June. Is that 89, 90, 91 days or something else?

Could a third option under 'Scheduled transaction' be added to allow a specific date to be input?

Paul White (paulw2u)
description: updated
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

The problem to input a dd/mm is that the stop post date will not be rolling any more: I mean after 28th June, you need to remember to change the next date... again. And so you break the feature automation.

Is the 28th a fixed date for your pay ?

And as so, something like:
o Add until 28 of xxx months, and you can set xxx to 3

would suit ?

Changed in homebank:
status: New → Incomplete
importance: Undecided → Wishlist
Revision history for this message
Paul White (paulw2u) wrote :

Hi Maxime, thank you for your comments.

28th is the first of several dates on which I receive income. What I tend to do is after entering transactions for as many days or months in advance as I require I reset to '0 days' so that no more transactions are added until I decide to post a further batch of transactions. Obviously I don't use this feature as you intended.

But I think your suggestion would work because:

1) Today is 4th April
2) Next pay dates are between 28th April and the end of the month.
3) Transactions up to 28th May would be posted
4) On 1st May transactions up to 28th June would be posted

That is how I have used HomeBank for some time now.

Sounds good!

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → New
Maxime DOYEN (mdoyen)
tags: added: se
tags: added: data-structure settings
removed: se
Maxime DOYEN (mdoyen)
summary: - wish: add option to input specific date to add transactions on File
- properties dialog
+ wish: option to automatic add txn until next payout
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.6
Maxime DOYEN (mdoyen)
summary: - wish: option to automatic add txn until next payout
+ wish: add scheduled txn every 3 month starting a month
Changed in homebank:
status: New → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote : Re: wish: add scheduled txn every 3 month starting a month

Paul,

Reading again your 2 posts I just wanna check what is required.

this what I understand from the first post:
Do you want to post every 3 month, on 28th, so that:
- whatever date < 28/03, HB post until 28/03
- then on 28/03 and date < 28/06, HB post until 28/06
- then on 28/06 and date < 28/09, HB post until 28/09
- then on 28/09 and date < 28/12, HB post until 28/12
then same next year ?

this is what I may understand from the second post:
- you just post from month to month until 28 of next month (actual behavior)

Changed in homebank:
status: In Progress → Incomplete
Maxime DOYEN (mdoyen)
summary: - wish: add scheduled txn every 3 month starting a month
+ wish: option to add scheduled txn every 3 month
Changed in homebank:
status: Incomplete → In Progress
Maxime DOYEN (mdoyen)
summary: - wish: option to add scheduled txn every 3 month
+ wish: option to add scheduled txn until x months
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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