Finding Transactions that are in the future (beyond Current Date)

Dick_Davis

As I balance the current statement and enter the transaction for the next month’s statement payment, how can I find these transactions? I have searched and not found where I can look forward (pass the current date).

DryHeat

@Dick_Davis

You can see future scheduled transactions on the lower portion of the Projected Cash Flow panel for each account (or for multiple accounts depending on what view you select in the Accounts panel).

Is that what you are looking for? If not, could you give a more specific example? Perhaps with an image?

[EDITED to provide additional information]

When you create a transaction with a future date, you should see the notice that "Future dates will create a Reminder," which Reminder will then show up in the Reminders horizontal list as I mentioned above. I just tested this and it works as expected.

However, there have been reports that changing the date on an existing transaction to a future date does not create a reminder. See here:

https://community.simplifimoney.com/discussion/11743/moving-a-transaction-to-a-future-date-disappears-and-does-not-generate-a-reminder

Dick_Davis

Thank you that was what I was looking for with the future transactions.