Projected balances

tgmorris's Avatar


12 Jan, 2018 09:07 PM

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?

  1. 1 Posted by -Kevin N. on 12 Jan, 2018 09:51 PM

    -Kevin N.'s Avatar

    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. 2 Posted by tgmorris on 12 Jan, 2018 11:05 PM

    tgmorris's Avatar

    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...


  3. 3 Posted by tgmorris on 12 Jan, 2018 11:07 PM

    tgmorris's Avatar

    Never mind. Closed and re-opened Moneydance and now it is populated. Thanks again for the suggestion. Exactly what I needed.


  4. 4 Posted by -Kevin N. on 12 Jan, 2018 11:46 PM

    -Kevin N.'s Avatar

    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)

  5. System closed this discussion on 13 Apr, 2018 11:50 PM.

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