On occasion, scheduled transactions appear in the ledger greyed out and the only way to edit amounts is to change the base scheduled transaction. This does not happen to all transactions but it does seem to be consistent. For example I create a weekly shopping schedule. I set it to be a variable amount, set the next date and base amount.When it appears in the ledger, I cannot edit the amount or reconcile without opening the scheduled transaction and modify that. If I then delete and re-create the scheduled transaction, the same thing happens but If I create a schedule for a different payment it will work as expected? Not sure if this is a bug of some sort or a misunderstanding on my part as to how it should work? Regards Mike
I would guess that it is greyed out in the register before the transaction is actually entered. As you discovered, before you actually enter a transaction it only really exists in the schedule, so that is the only place to edit it. Once you enter it, it is a real transaction, and you should be able to edit it in the ledger as you wish. Also, you can edit the details as part of entering the transaction, so you do not need to edit the base schedule. When you do make a change as part of entering the transaction, it should offer a pop-up asking if you want to make those changes to all future scheduled transactions, or only the one time.
Hi Jerry Thanks for the prompt reply, I definitely must be doing something wrong as the scheduled transaction entry does not look greyed out but is when it gets posted in the ledger. It doesn't happen to every record set up in Schedule Transactions, just certain ones. Does it depend on what payment method you choose for each transaction? Mike On 25/10/17 17:16, Jack wrote: > https://bugs.kde.org/show_bug.cgi?id=386168 > > Jack <ostroffjh@users.sourceforge.net> changed: > > What |Removed |Added > ---------------------------------------------------------------------------- > CC| |ostroffjh@users.sourceforge > | |.net > > --- Comment #1 from Jack <ostroffjh@users.sourceforge.net> --- > I would guess that it is greyed out in the register before the transaction is > actually entered. As you discovered, before you actually enter a transaction > it only really exists in the schedule, so that is the only place to edit it. > Once you enter it, it is a real transaction, and you should be able to edit it > in the ledger as you wish. Also, you can edit the details as part of entering > the transaction, so you do not need to edit the base schedule. When you do > make a change as part of entering the transaction, it should offer a pop-up > asking if you want to make those changes to all future scheduled transactions, > or only the one time. >
Which version of KMyMoney are you using? This is indeed a very strange behavior. What happens, if you right click on such a transaction? In case a context menu appears (which is the intended behavior) I am interested in the title line of that context menu.
Also, you haven't clearly specified whether the problem transactions in the ledger are before or after that transaction has actually been entered. To clarify, when you create a schedule, the next one or two upcoming instances of that schedule are shown in the register, but only as a sort of place-holder. Since they are only scheduled, you can't do anything to them in the register. Only when it is "entered" does it become a real transaction you can manipulate. Have you read the Chapter 10 in the handbook on this topic? https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.schedules.html
Jack, Thomas The problem is resolved, thank you. As I suspected, the error was mine. Your instructions have shown me the correct way to deal with the errant scheduled transactions, by using the right context menu which, to answer Thomas's question is titled Scheduled Transaction Options. From there I selected the enter next transaction option as suggested by Jack and this then gave me the ability to adjust the fields to reflect any changes to the base amount or date, and then to reconcile the record. Oh, and I have now read the manual (I have slapped my wrist and stood on the naughty step? That's the trouble with being old, you think you know everything !!) Many Thanks again for your prompt and succinct replies Regards Mike On 25/10/17 23:52, Jack wrote: > https://bugs.kde.org/show_bug.cgi?id=386168 > > --- Comment #4 from Jack <ostroffjh@users.sourceforge.net> --- > Also, you haven't clearly specified whether the problem transactions in the > ledger are before or after that transaction has actually been entered. To > clarify, when you create a schedule, the next one or two upcoming instances of > that schedule are shown in the register, but only as a sort of place-holder. > Since they are only scheduled, you can't do anything to them in the register. > Only when it is "entered" does it become a real transaction you can manipulate. > > Have you read the Chapter 10 in the handbook on this topic? > https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.schedules.html >