wish: display all the future scheduled transaction

Bug #1854018 reported by Franck L.
This bug report is a duplicate of:  Bug #121510: wish: cash flow forecast. Edit Remove
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Incomplete
Wishlist
Maxime DOYEN

Bug Description

When we plan a weekly operation (once a week for example), the planned operations list doesn't display all concerned operations.
For example, I save a weekly plan operation "Operation 1 : 100€ each week begining 01/12/2019"
The list displays only this operation
"01/12/2019 OPeration 1 : 100€"

whereas the list shoud display
"01/12/2019 Operation 1: 100€"
"08/12/2019 Operation 1: 100€"
"15/12/2019 Operation 1: 100€"
and so on.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I think you should read the manual.
If something still unclear, let me know.

Changed in homebank:
status: New → Incomplete
Revision history for this message
Franck L. (korta) wrote :

I've read it and found nothing about It.
Sorry for my poor english ( I'm french :) ) ,I think there is a problem explaining the problem.
I try to re-explain
When I create a scheduled transaction in Manage > Scheduled/Template with a frequency of one per week , this scheduled transaction shoudl be displayed in the main program every week .
Instead of that it is displayed only once.

Example:
Scheduled transaction :
"Operation 1" next date : 2012/12/02 , Every One Week , Amount -80€

In the main it should display :
Next date Memo Expense
2012/12/02 Operation 1 -80€
2012/12/09 Operation 1 -80€
2012/12/16 Operation 1 -80€
and so on .

Instead of that, it currently displays only one line for the first week and not for the others
Next date Memo Expense
2012/12/02 Operation 1 -80€

Do you understand the problem ? Is there a easy solution to "fix it" ?
Thnaks

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Bonjour,

Oui, j'avais compris la première fois.

Dans la doc, Main window, en bas concernant la liste des ope programmées, il est écrit:
"This list displays the next occurrence of scheduled (automated) transaction and their state"

=> en résumé: cette liste n'affiche QUE la prochaine occurrence de chaque opé, pas toutes les occurrences.

Vous pouvez utiliser ce qui est décrit dans usage / scheduled transaction si vous avez besoin de matérialiser les opé avant leur date d'échéance dans les comptes cibles. Avant ça ce n'est pas possible.

La doc est traduisible dans de nombreux langage y compris le français depuis cette page:
http://homebank.free.fr/en/support.php

Max.

Revision history for this message
Franck L. (korta) wrote :

Bonjour,

Merci pour cette précision, et d'avoir pris le temps de répondre.

En ce qui me concerne, je trouve que cette fonctionnalité serait utile.
Car, dans le comportement actuel , cela ne permet pas de l'utiliser (dans mon cas).

En effet, lorsque je prévois sur 30 jours par exemple, et que les opérations hebdomadaires ne sont pas toutes listées, le total prévu est "incorrect" (puisque toutes les opérations hebdomadaires ne sont pas prises en compte, mais une seule).

Je suis conscient que ma remarque n'est absolument pas urgente, ni peut-être partagée par beaucoup d'autres utilisateurs, mais je pense que ce canal était le meilleur moyen pour remonter mon retour d'expérience.

Revision history for this message
David Harley (dh001-deactivatedaccount) wrote :

English translation

Hello,
Yes, I understood the first time.
In the doc, Main window, below concerning the list of scheduled opes, it is written:
"This list displays the next occurrence of scheduled (automated) transaction and their state"
=> in summary: this list displays ONLY the next occurrence of each operation, not all occurrences.
You can use what is described in usage / scheduled transaction if you need to materialize the transactions before their due date in the target accounts. Before that it is not possible.
The doc is translatable into many languages including French from this page:

Hello,
Thank you for this clarification, and for taking the time to respond.
As far as I'm concerned, I find this feature useful.
Because, in the current behavior, that does not allow to use it (in my case).
Indeed, when I plan on 30 days for example, and that the weekly operations are not all listed, the total provided is "incorrect" (since all the weekly operations are not taken into account, but only one).
I am aware that my remark is absolutely not urgent, nor perhaps shared by many other users, but I think this channel was the best way to go back to my experience feedback.

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → New
Maxime DOYEN (mdoyen)
summary: - Operation not displayed when planned weekly
+ wish: display all the future scheduled transaction
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
Revision history for this message
TonyIT (nc8430) wrote :

In my opinion, this will be a great way to plan the future transactions.
Now I have to use Calc (OpenOffice) to keep track of the future and recurrent payment.
If I register a 12 months loan and I want to check the 11th month, the instalment must be there.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I do think what you both want is some king or forecast cash flow, or may a preview.

The way the scheduled txn is designed do not allow to display all the recurrence (and image if you have some infinite ones ?)

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

read: I do think what you both want is some kind of forecast cash flow, or may a preview.

Changed in homebank:
status: New → Incomplete
To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Other bug subscribers

Remote bug watches

Bug watches keep track of this bug in other bug trackers.