Add a Liquid Cash Flow Report (edited)

BlueGrits
BlueGrits Member ✭✭
edited September 3 in Feature Requests

Cash Flow- Includes only cash accts, not investments

Note: This can be achieved using Net Income, but then you have to toggle all the acct settings to see each one,

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @BlueGrits, thanks for posting your suggestion to the Community!

    I moved this out of Feature Requests for now so we can gain a clearer understanding of what you're looking for. To clarify, would you like to see a Projected Cash Flow feature for investment accounts, like you do for checking and credit card accounts? Or are you looking to be able to include Investment Transactions in Reports, like the following request is asking for?

    https://community.simplifimoney.com/discussion/5312/ability-to-include-any-all-investment-transaction-in-reports-and-the-spending-plan-edited

    Let us know!

    -Coach Natalie

  • BlueGrits
    BlueGrits Member ✭✭

    No, it's not a projected cash flow and doesn't seem to have anything to do with cmordas' post onf 09/2023. What I'm seeking is a chart showing the historical liquid cash flow as derived only from cash accounts. transactions.

    As noted in the OP, there is a workaround: the liquid cash flow chart can be generated by filtering the Net Income chart to include only cash accounts. But when you want to see the true Net Income, all filtering needs to be turned off. Liquid Cash Flow and Net Income are both important charts; it'd help to show both.

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