Loading Profile...
Confusing Projections Page
I'd Love to see a different perspective on the Projections page so that I can see whether any of my accounts are going to go into arrears at any point during the month so I can take action.
Currently any amounts shown as pending are deducted from the current total so it leaves me confused and my figures do not tally with the actual until I make them cleared.
Hence I cannot see an accurate view of the month ahead.
Other than that the system is just great.
Please let me know if I am just being dumb here.
Thanks
Currently any amounts shown as pending are deducted from the current total so it leaves me confused and my figures do not tally with the actual until I make them cleared.
Hence I cannot see an accurate view of the month ahead.
Other than that the system is just great.
Please let me know if I am just being dumb here.
Thanks
I’m happy
1
person likes this idea
I like this idea!
Tell me when this idea gets some attention.
The more people who like this idea, the more it gets noticed.
The more people who like this idea, the more it gets noticed.
Create a customer community for your own organization
Plans starting at $19/month
-
Inappropriate?I'm not sure I follow. The Pending transactions should be taken out to give a more accurate picture of balances ahead. The dates on the pending transactions can be in the future, and the Projections add in the bill reminders, whether they are paychecks (income) or bills (expenses).
It starts with your bank balance amount after the cleared/reconciled transactions, then, by date, adds/subtracts bills/pending transactions/repeating transactions and income.
Does that make sense?
