Include Recurring 'Credit Card Payments' in credit card projected cash flow (edited)

SimplifineHowareyou Member ✭✭✭
edited November 2021 in Feature Requests
If I pay cards off every time I get a paycheck—or have bills set to autopay using that credit card on a set day every month—it seems the projection should include that.

Currently, I don't see much use in a projection basis of "Here's how much debt you'll accrue if you don't ever pay it."

I'd get a lot more use out of a projections graph that factors in regular payments, especially when those payments occur the same days every month.
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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @SimplifineHowareyou,

    Thank you for taking the time to post this suggestion to the Community!

    There is a way to include a Recurring Credit Card Payment in the Projected Cash Flow by setting up a Recurring Series for it, and then using the payment account as the Category of the Series instead of using the Category of "Credit Card Payment". This appears to include these recurring payments in my Projected Cash Flow for the credit card account:

    Hopefully this helps you with what you're looking for, however, I did go ahead and turn this into an Idea post requesting that Recurring 'Credit Card Payments' be included in the Projected Cash Flow, so that the "Credit Card Payment" Category can be used instead of a Linked Transfer, as I think this would be a great idea.

    Please let me know if you have any questions, or if this is not quite what you're looking for. Otherwise, please be sure to add your vote! :wink:

    -Coach Natalie