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Projected Transfers
I think you should be able to create Transfer Reminders in the bill reminders section.
I know that i can repeat a transfer and it will show up in the calendar, but it is not accounted for in the projections section.
I have automatic transfers that affect the projected balance for my checking.
I know that i can repeat a transfer and it will show up in the calendar, but it is not accounted for in the projections section.
I have automatic transfers that affect the projected balance for my checking.
I’m frustrated
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Inappropriate?Just discovered this - it will be another Buxfer killer for me. Again. Back to MS Money if I cannot resolve this quickly.
What is it that Buxfer don't seem to understand in the need to project all know account activity for a couple of months in the future? Am I missing something?
I’m angry that I have wasted time trying to get this running.
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Inappropriate?This is no longer a problem.
You have to make sure that the projected account that you are looking at is not "all accounts". In the all accounts tabs it doesn't show transfers because transfers do not change your overall total.
If you change it to view you checking account only you should see the transfers show up.
In order for this to work you must create an initial Transfer Transaction, then use the repeat transaction option. Once you do this it should work.
I still think there be the option to create a Transfer Reminder form the Reminders page as well as the option to create a repeating transaction from that page.
I’m happy
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Inappropriate?Thanks for the update!
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Inappropriate?momar33 -
Not sure I am understanding you correctly. Are you saying that I should just add a transaction for the transfer within the account window but with the date set for the future? I guess that would work - I'll give it a try. -
Inappropriate?Well I wasn't saying exactly that, but that should work.
The way I do it doesn't allow for setting a up a repeating transfer ahead of time. I wait until the date of the first transfer, then enter the transfer, the repeat that transaction.
After you set it to repeat, the future transactions will show up in the projections.
Let me know if you have any more trouble with it, if so i will make a more detailed post.
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