Re:Credit Card Bills, Stock Units, and Cashflow Projections
Thank you for the feedback. We've added the add to bills option to our todo list.
For not showing items in your forecast, if you check off the forecasted item, at the bottom you can click "Filter Out Checked" to remove it from your forecast. We'll look into adding a way to save filtered out bills or income so you won't need to do it each time.
For the 3rd question, are you saying you'd like to enter in something like a what if scenario where you can change the amount of any item similar to the what if on the My Budget page?
07/29/2015 11:54:34
Joubert
User
Credit Card Bills, Stock Units, and Cashflow Projections
Credit Cards:
When adding a credit card, there is a tick-box to "Add to Bills". There are times when I forget to tick it. Editing the credit card does not allow the creation of a new bill, but I have to create a bill manually and link the two using the "Transfer to Account". Why not have the ability to "Add to Bills" for existing credit card entries that currently do not have a bill associated to it, which in turn creates a new bill.
Stock Units:
I have "income" from stock units, but until the stocks are sold, they cannot be used to pay bills. There are also company reimbursements that are waiting to be credited to my account, but the date of the credit is not determined. Using the Bills/Income Forecast, is it possible to view a forecast that will not include these "future income"?
Cashflow Projections:
Prior to subscribing to this service, I used spreadsheets to project my cashflow depending on the funds currently on hand. This includes making decisions on performing partial payments to credit cards should the funds on hand are not enough. Can you add a feature in the Transaction Forecast tab that allows the user to use a another column to enter a different amount as to what is being billed? This allows us to plan payments across multiple bills.
