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

Jeannette Member ✭✭✭
edited March 2023 in Report a Bug
Ideally, like an account register, for a single account


  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    @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.
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
  • Jeannette
    Jeannette Member ✭✭✭
    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
    Coach Natalie Administrator, Moderator admin
    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
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