Budgets don't appear in projections for a single account, and projections on all accounts include Loan accounts.
I use Budgets to track my expenses (including loan payments), and a Reminder to track my income. I also have all of my checking, savings, investment, and loan accounts in Buxfer, which typically puts my net worth at around -15,000 in the left-hand column, which is all okay. However, when I'm using Projections, and I choose a single account, my budgets aren't reflected in the projection, so my income is just shown as going up and up. And when I choose All Accounts, it suddenly gets very hinky -- now that -15,000 net worth is pretty damning to my financial planning, since it prevents me from getting a clear picture of how my cash-in-hand will look in a few months.
The solution to this problem, for me, would be the ability to exclude (or select) multiple accounts or categories of accounts. For example, choosing Savings and Checking account types and including the budgeted amounts in the projection would suddenly show me my actual cash and how that will fluctuate based on my Budgeted expenses and Reminder'ed income. My Loan, Credit Card, and Investment accounts are all things I don't care about when I'm trying to find out whether I have enough cash to pay the bills and if I can accord to sock some money away or pay a bit extra to my loans, but on the other hand it would be nice to be able to see projected net worth increases across all category types and see my financial live slowly improving.

The solution to this problem, for me, would be the ability to exclude (or select) multiple accounts or categories of accounts. For example, choosing Savings and Checking account types and including the budgeted amounts in the projection would suddenly show me my actual cash and how that will fluctuate based on my Budgeted expenses and Reminder'ed income. My Loan, Credit Card, and Investment accounts are all things I don't care about when I'm trying to find out whether I have enough cash to pay the bills and if I can accord to sock some money away or pay a bit extra to my loans, but on the other hand it would be nice to be able to see projected net worth increases across all category types and see my financial live slowly improving.

3
people have this problem
I have this problem, too!
Tell me when someone solves it.
The more people who report this problem, the more it gets noticed.
The more people who report this problem, the more it gets noticed.
Create a customer community for your own organization
Plans starting at $19/month
Loading Profile...



