Cash Flow Graphs

howard.chaloner's Avatar

howard.chaloner

01 Jun, 2016 09:26 PM

Hello. I am currently on Quicken and considering a switch. An essential feature I need is to be able to forward forecast account balance based on recurring and manual transactions in the form of a graph. I can see that cash flow is available as a report but is a graph available when I can see account balances over the next 6 months say?

  1. 1 Posted by -Kevin N. on 01 Jun, 2016 10:32 PM

    -Kevin N.'s Avatar

    Hi Howard,

    There is an extension called Money Foresight that provides a graphical display of cashflow. (see screenshot) The graph can be displayed on the Summary Page if you wish.

    Money Foresight is a third-party extension. There is a free version as well as a paid ($10) version.

    If I can make a suggestion, try the free trial version of Moneydance to see if it suits your needs. You can d/l it here:
    http://infinitekind.com/download-moneydance-personal-finance-software

    HTH -Kevin N.

  2. 2 Posted by howard.chaloner on 02 Jun, 2016 05:38 PM

    howard.chaloner's Avatar

    Hi Kevin
    Many thanks for that. I have downloaded the trial and activated Money Foresight in the summary page. I presume because it is a trial that my test transactions are not showing in full as the date range is greyed out?

  3. 3 Posted by -Kevin N. on 02 Jun, 2016 05:57 PM

    -Kevin N.'s Avatar

    Hi Howard,

    The date range for the trial version of Money Foresight is set to a 1 month forecast. If the paid-for version of 'Money Foresight' is similar to it's predecessor 'Forecaster' then it will provide forecasts for up to 3 years in increments of days, weeks, months or years.

    The screenshot that I provided is actually that of 'Forecaster'.

    Forecaster has become a mainstay on my home / summary page. The program itself, listed under the Extensions menu provides some really useful options.

    HTH -Kevin N.

  4. System closed this discussion on 02 Oct, 2016 02:36 AM.

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