Show Recent/past activity and upcoming/future transactions in a single view

Jeannette

Ideally, like an account register, for a single account

Flopbot

@Jeannette, are you talking about a report? Both bits of info are already in the transaction register for each individual account; just not maybe in a list-type view like you’re mentioning.  If your asking for a separate report, then maybe @Coach Natalie could turn this into an Idea Post so others can vote on it.

Jeannette

A report would be fine, but yes, like the transaction register that already exists but with the upcoming transactions in the register (and ideally running balance)

Coach Natalie

Hello @Jeannette,

Thanks for reaching out to the Community!

We do have an existing Idea post available here requesting the ability to display future-dated transactions in account registers that you may be interested in adding your vote and feedback to. However, as far as a running balance goes, this ability has been declined by the Product Team; more details on this can be found here. 

Otherwise, I'd suggest taking a look at the Projected Cash Flow graph to see your upcoming items and the projected balance after those items are paid/received. As mentioned here, you can view the Projected Cash Flow graph for individual accounts under Upcoming > Cash Flow. 

I hope this helps!

-Coach Natalie