Enhancement Suggestions for the 'Upcoming' Section (edited)

nkmhockey

I think there are several ways to enhance and extend the current Upcoming calendar view. Specifically:
- Add totals based on time period - next 15 days, next 30 days, etc. 
- Add an available balance - total - pending debits - similar to 'safe to spend' feature from Simple or the 'money bar' feature from PNC Bank

- Add support for showing transfers - like credit card payments. The budget line items should come from the credit card transactions, but the bill payment should show up as a pending debit based on the due date

Coach Natalie

Hello All,

Great news! With the upgrades coming to the Upcoming section, you will now be able to view a 'Summary' that provides a total and allows customizable time ranges. For the other items mentioned in this request, it sounds like the "Cash Flow" tab that's been added to the Upcoming section would cover seeing an available as well as projected balance. And Transfers should be shown in the Upcoming section already!

We'll be sure to update this post as soon as the Upcoming section enhancements are live for Early Access!

-Coach Natalie

Coach Natalie

Hello All,

The Upcoming section changes are now available in Early Access, and this request has been completed!

https://community.simplifimoney.com/discussion/5359/the-upcoming-section-got-a-makeover

-Coach Natalie