Reports
steve
via web
Am I missing something or can you not print scheduled transactions in a report? Isn't this a pretty big feature? I hope I am over looking something...
Let me know if you can help!
Thanks,
Steve
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Support Staff 2 Posted by Kevin Hoctor on 21 Jun, 2009 04:11 AM
Right now pending transactions are suppressed from the reports. Are you looking to simply include the upcoming ones or are you looking for a report view of the Transactions List with the Scheduled transactions showing?
3 Posted by steve on 21 Jun, 2009 10:35 AM
I would like a report view of transactions with scheduled transactions. It would be nice to be able to print a "forecast" for the upcoming month that shows you exactly how much money you will have each day with income and outcome.
As an added bonus graphic charts would be wonderful to print at the top for a summary.
My spouse does not use the software at all on the desktop but if I could print these reports, then she could see what I see.
Support Staff 4 Posted by Kevin Hoctor on 21 Jun, 2009 09:28 PM
We have some very cool forecasting views planned but it's hard to really forecast all your spending in the future because most people can't plan for every expense. There are plenty of daily outlays of money that aren't as easy to put on a calendar as bills and these small amounts are what hurt many budgets. I know they killed ours.
We had all our expenses planned and projected but still managed to overextend ourselves. That's why the envelope system works well for us. It makes us decide how much we will spend in each category and then we must check the bucket to see if we have money left to spend instead of watching our account balance.
Hopefully what we have planned for MoneyWell will meet your needs but also be aware of how dangerous it is to think you "know" all that you will need to pay for in the future.