Planned spending report and export

DCClark
DCClark Member
edited November 17 in Using the Spending Plan

Reports and exports should be able to include future transactions from the planned spending. We should be able to run a report that includes both historical activity and future activity as well as be able to export anything we view whether past, present or future.

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Comments

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Planned Spending is not a "future transaction". Future transactions are :

    - Future dated transactions entered in the register

    - Recurring Series (Settings → Recurring)

    There are no "dates" on planned spending, so it would be difficult to impossible to guess where to put them in a report like that. Planned spending is primarily for holding money aside for the spending plan, and outside of the spending plan 'planned spending' currently serves no other purpose.


    Rob Wilkens - RobWilkens.com

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