Projected Cash Flow is not updating

cwebbs60
cwebbs60 Member ✭✭
edited 10:47PM in Report a Bug

No matter what new transactions you enter into the account register, the projected cash flow never updates to reflect those new transactions. This has led me to overdraft my account a few times. Please fix this.

Comments

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Agree, this might need to be fixed, hopefully someone (i.e. a Coach) gets it reported. What I usually do is refresh the web page between entering transactions and checking the cash flow.

    -Rob


    Rob Wilkens

  • DannyB
    DannyB Superuser ✭✭✭✭✭

    Never, ever, ever rely on a second hand source to make expenditure decissions. Especially don't use projections to make such decisions. If your Spending Plan is honest and close to accurate, you will have a sense of what kind of margin you might have for the month, but only checking with your bank working with the bank reported balance.

    QSimplifi is a great planning and tracking app, but it's not in. Ontrolmof anything - nly you are.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @cwebbs60,

    To assist with this issue, please provide more information. Are you seeing this happen in the Web app, the Mobile app, or both? Is this happening with transactions that download from the financial institution, with transactions that you manually input in the register, or both? Does the date of the transaction make a difference? Is the cash flow chart perpetually wrong, or does it update when you view another account then return to it?

    I look forward to your reply!

    -Coach Kristina