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| Feature: Scheduled Trans-Skip This Occurrence https://www.splasmstrands.com.splasm.com/viewtopic.php?f=4&t=2685 |
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| Author: | TKucifer [ Fri May 28, 2010 10:10 am ] |
| Post subject: | Feature: Scheduled Trans-Skip This Occurrence |
I have scheduled transactions for bills that don't always come due (e.g. credit cards that don't always carry a balance). It would be nice to have an option in the bill reminder screen to "Skip This Occurrence" in addition to "Later" and "OK". At present it requires that each bill be manually changed but a "Skip This" would auto-advance the due date by one period. |
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| Author: | prider [ Fri May 28, 2010 10:38 am ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
I'll second that. |
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| Author: | Randy K. [ Tue Jun 01, 2010 5:13 pm ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
you can use the 'Remove' button on the schedule reminder sheet to remove that instance of the entry. if you remove within the schedule reminder sheet, it will not affect your overall scheduled entry and it will reoccur on its next scheduled date. |
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| Author: | TKucifer [ Tue Jun 01, 2010 8:34 pm ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
Perfect! I didn't realize that was a "remove only this instance" feature and thought it would remove future instances as well. Thank you! |
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| Author: | prider [ Tue Jun 01, 2010 8:40 pm ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
Yes. Thanks very much for the tip. It was not self evident to me. Now, Does this also mean that I can change the date of a transaction (say, if I want to move the transaction this one time to another date) in the schedule reminder sheet and not have that reflected in future reminders? Appreciate the clarification. PGRider |
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| Author: | t3rockhall [ Wed Jun 02, 2010 7:16 am ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
prider wrote: Yes. Thanks very much for the tip. It was not self evident to me. Now, Does this also mean that I can change the date of a transaction (say, if I want to move the transaction this one time to another date) in the schedule reminder sheet and not have that reflected in future reminders? Appreciate the clarification. PGRider Don't do that in the SCHEDULE page. Commit the entry first, as scheduled, and then Just double click on the entry from the ENTRY page and change whatever you like. But on the ENTRY page only. Otherwise you could make a big mess. You can edit any entry once made from the entry page. |
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| Author: | prider [ Wed Jun 02, 2010 7:36 am ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
@t3rockhall: Right. I do that now. I was just wondering if I can do that from within the reminder sheet so that if I want to delay a scheduled transaction by, say, a week, I can do that without having to do as you suggest. |
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| Author: | TKucifer [ Wed Jun 02, 2010 7:41 am ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
I've also wondered why that's not an option. It's much easier to do it all in one step rather than having to remember which entries need to be revised AFTER all the bills are paid. |
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| Author: | t3rockhall [ Wed Jun 02, 2010 10:22 am ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
Because it may treat the changed item as a new scheduled item, and double all those entries if you don't move the start date forward as well. This happened to me, so don't do it! |
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| Author: | prider [ Wed Jun 02, 2010 1:23 pm ] |
| Post subject: | Re: Feature: Scheduled Trans-Skip This Occurrence |
Thanks for the heads up. Curious, though. Hope this gets changed in future updates. |
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