Allow future months to be selected in Reports/Show future transactions (edited)
I'd like to have a way of looking at a single account's upcoming expenses per month. It would be a nice feature if the spending report allowed selection of "Next month" or Custom with the option to include future transactions.
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Having gone through the process of setting up the spending plan to include future bills, planned spending and income, I was sad to see that this information isn't populating into the reports (spending, income, net income & spending, net worth). It would be extremely useful to offer an option to include future planned transactions in the reports.
… Apologies in advance if this request already exists. I searched for a while and didn't find it, but it seems like this must be a common request.
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While this request is being considered, a workaround is creating watchlists either including all your income, all your expenses, or all categories. The watchlists will incorporate future transactions in them. I have an all expenses, all income, and all transactions (net income watchlist). These display future transactions above the past transactions in a horizontal ribbon, like the transaction list.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Question for UrsulaA, How did you get the watchlist to show future months? I created one with all categories (and there is no select All so I had to click each one individually), the result only shows the past 11 months and the current month.
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