Upcoming transaction report
I'm switching over from MS Money to Moneydance (Windows 10!) and all is good so far. The only issue I'm having is that I can't print a report (calendar or otherwise) of forthcoming transactions with values shown. The Calendar shows only the transaction name, and not the amount. If I use the transactions reporting, no transactions are shown because they haven't happened yet. I'm not interested in forecasting balances, but just getting a list of transactions due in the next period (typically monthly). There is a list shown in the summary, which seems to show the next 2 weeks with values, but this isn't printable or configurable as far as I can tell. Is there any way to do this?
Many thanks
Gordon
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1 Posted by -Kevin N. on 30 Sep, 2015 02:43 PM
Hi Gordon,
Take a look at the Money Foresight extension.
It provides forecast balances based on reminders thru a graphical interface as well as a table view. It can forecast 1 or multiple accounts. It provides a home page module. It can export it's data to CSV. It provides a Reminders Summary.
It also provides user-defined account markers for the graph which come in handy when approaching a certain account balance.
The developer is continually improving it and has been very receptive to user recommendations.
There's a free demo version that can forecast out to 1 month. You will receive an ominous warning message when you go to install the extension. You can safely ignore it. It is a reference to the fact that the extension has not yet been digitally signed by The Infinite Kind.
Forecaster, the predecessor to Money Foresight has become a mainstay in Moneydance for me.
You can d/l Money Foresight here:
http://www.moneyforesight.com/
HTH -Kevin N
2 Posted by gordongreig on 30 Sep, 2015 03:14 PM
Many thanks Kevin. I will give your suggestion a go and see how that works.
Kind regards
Gordon
Sent by Outlook for Android
System closed this discussion on 19 Mar, 2016 05:00 AM.