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Summary Screen to take account of future transactions

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Rob Hudson

27 Oct, 2009 01:17 PM

I have noticed if you have future transactions then the summary screen (Home page) does not reflect them until they are at least equal to the current date.

Would it be possible to add an option (maybe in the global preferences) that enables you to have the summary page display the "future total". This would enable me to:

Add all the bills a week before the end of the month
Check all the totals in the accounts to make sure there are suitable funds
See if one account has a huge excess due - and hence transfer money

Thanks

Rob

1. 1 Posted by Ben Spencer on 27 Oct, 2009 08:23 PM

   

   Hi Rob

   I believe the net worth report in the graphs and reports section already takes into account future transactions enable this by selcting balance fomr the drop down option in the options list for the report.. I'll pass your suggestion on to the developers.

   Sincerely

   Ben Spencer

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2. 2 Posted by Rob Hudson on 29 Oct, 2009 11:47 AM

   

   Thanks Ben, that did exactly what I wanted.

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3. Ben Spencer closed this discussion on 30 Oct, 2009 01:55 PM.