Projected balances
Been using Moneydance for over 2 months now and it is a great replacement for Quicken. One suggestion that I really do miss from Quicken is the ability to display a graph showing projected account balances for selected accounts for the next year. In Quicken, I had this graph on my home page and at a glance I could see if my projected balances based upon scheduled deposits and scheduled debits where trending upward or if I was over committed. Any chance we could get this report in Moneydance?
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1 Posted by -Kevin N. on 12 Jan, 2018 09:51 PM
Hi Timothy,
Take a look at the Money Foresight extension.
It provides both a graphical display as well as a table display of future balances based on Reminders. The graphical display can be displayed on the Summary Page.
From the Moneydance menu bar, go to Extensions > Manage Extensions > Money Foresight.
The trial version can forecast out to 1 month. The paid-for version unlocks that limit.
-Kevin N. (not a member of MD support
2 Posted by tgmorris on 12 Jan, 2018 11:05 PM
Awesome! Just what I wanted! I can get it to display the chart on the summary page but no data....any idea how I get data? The tools icon opens a dialog, but there are no accounts available to select...
Tim
3 Posted by tgmorris on 12 Jan, 2018 11:07 PM
Never mind. Closed and re-opened Moneydance and now it is populated. Thanks again for the suggestion. Exactly what I needed.
Tim
4 Posted by -Kevin N. on 12 Jan, 2018 11:46 PM
Hi Tim,
You're welcome. I'm glad to hear that you were able to get things sorted.
The graph on the Summary Page has become a mainstay for me in Moneydance.
A neat feature of the graphical display is the user-defined markers. I have one set at $1500 to indicate the minimum required balance in my checking account.
-Kevin N. (not a member of MD support)
System closed this discussion on 13 Apr, 2018 11:50 PM.