Projected Balance Chart - Show Manually Entered Transactions, not just Recurring.

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txp
txp Member ✭✭
edited December 2021 in Feature Requests

I would like to see all future transactions, including both Manually-Entered and Recurring, represented in the Projected Balance chart.

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3 votes

Completed · Last Updated

All Upcoming Transactions, whether Manual or Recurring, are now included in the Projected Cash Flow chart!

Comments

  • Coach Paco
    Coach Paco Moderator admin
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    @txp We appreciate the suggestion!

  • aldas
    aldas Unconfirmed, Member ✭
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    I didn't know this wasn't a thing. Please don't exclude transactions from the projected balance chart. The whole point in using this feature is to figure out if transactions can be done in the future based on knowing the future balance without having to pull out a spreadsheet (which is what my wife does now). Having this feature along with being able to see the projected balance of all our accounts, get my wife over to this Simplifi instead of her insistence that the spreadsheet is better (currently she's right).

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