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Projected Cash Flow Shows Future Months (edited)

Dick_Davis

In the Projected Cash Flow, I would like to see where it shows what is coming months as well. For example, today is July 29th but my cell phone payment is on Aug 01. In the image attached there is an entry for this future transaction. This would provide a better understanding of what is coming rather than having to wait for the next month to start.

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Comments

DryHeat

@Dick_Davis

At the top of the Projected Cash Flow panel there is a dropdown that allow you to select anything from Next 2 weeks to Next 12 months. Is that what you want? (BTW, I don't see an image attached to your post.)

Dick_Davis

Projected Cash flow - Nesxt 1 Month - Screenshot 2025-07-29 215256.png

@DryHeat, I see that and have set it to "Next 1 month", and any of the options. When this is done the list of Transaction Activity does not change. What was expected is then with Next 1 Month that it list the transactions in this account for the next 30 days, like until Aug 28th. If I am missing something let me know.

DryHeat

@Dick_Davis

Looking at your image, I see bills for Aug 13, 15, and 25 in the transaction reminders.

What else do you expect to see there? Are there other (missing) bills for the chosen time period that are scheduled to be paid out of your Well Fargo VISA Cash Rewards account?

Dick_Davis

@dryheat, you are referencing the carousel that is showing three items, I see that as well. Just did not expect it that way as expected it to be show in the Transaction Activity like the others. By the way what is to be in the Status column?

DryHeat

@Dick_Davis — "expected it to be show in the Transaction Activity like the others"

Reminders aren't shown with "the others" in the list because the others are Transactions. Reminders are just, well, reminders. When they turn into an actual Transaction they will show up in the activity list.

Anyway, I assume there are no missing bills and that the cell phone payment you were looking for is actually on a different account. So all is well.

Dick_Davis

@DryHeat, I understand the design of reminders, but these are tranactions that I have entered that created the reminders. Since they are entered as future transactions, then they are expected to be shown as transactions that have not "cleared" due to the future date. This matches the Quick Classic design.

DryHeat

@Dick_Davis

"Since they are entered as future transactions, then they are expected to be shown as transactions that have not "cleared" due to the future date."

You and I discussed this same issue a couple of weeks ago. I'm not aware of any changes.

https://community.simplifimoney.com/discussion/12794/finding-transactions-that-are-in-the-future-beyond-current-date