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Main > Ideas and Innovations [Transaction Forecast Chart]
support
Administrator
Re:Transaction Forecast Chart
Thank you. We had to remove the task temporarily due to some issues we were having when testing performance. We've added this back on to our task list.
08/12/2012 21:19:24
Jeremy
User
Re:Transaction Forecast Chart
I just started using your service and am encouraged by what I've experienced. Although, I agree with Mr. Nelson in that being able to see recurring expenses or budgets (e.g., groceries, gas) in the forecast would be very helpful.

Has that been added since his question in the fall of 2011 or is it still pending?

Thank you.
08/12/2012 18:17:14
support
Administrator
Re:Transaction Forecast Chart
You are now able to filter your graph by either the 1rst and 15th dates or daily transactions.
09/20/2011 19:28:04
support
Administrator
Re:Transaction Forecast Chart
Thank you for the clarification. This has been added to our todo list for the September release.
08/29/2011 18:43:36
Bud Nelson
User
Re:Transaction Forecast Chart
I'm referring to the line graph that appears at the bottom of the transaction forecast page. I see that this will extend to the end of whatever month is selected. I understand that if you want to know the balance forecast on any given day, you CAN look at the upper section of the page, where items are listed. The line graph only displays a trend line which only captures 2 data points in any month selected - the 1st and 15th. My thought was that there could be daily data points, capturing the same info as in the top section for each day's balance, but in a graphical format. Thanks for the quick response, and for a fabulous product!
08/29/2011 09:15:15
support
Administrator
Re:Transaction Forecast Chart
Thank you for the feedback. It sounds like a good idea to be able to track non bill/income items on a recurring basis allowing you to select monthly, weekly, or daily. We are planning on integrating a way to view items in your budget that are not in your Bills list tied to your transaction forecast although this will only be on a monthly basis. This has been added to our todo list.
When you mention 1st and 15th data points in the transaction forecast, can you elaborate more on what you're referring to. Currently the Transaction Forecast is shown on a monthly basis allowing you to start from the 1st of the current month and persist until the end of any following month.
08/27/2011 20:25:15
Bud Nelson
User
Transaction Forecast Chart
I'm thinking that a bit more granularity would be in order here - presently the data points fall on 1st and 15th. Any major problem with a weekly, or even a daily, data point?

Also - do you have any experience with your users setting up some recurring expenses as bills, in order to see them in the cash forecast? I have in mind things like groceries and gas, that really aren't bills, but ARE recurring regular expenses. Seems like that would improve the accuracy of the forecast, I'm just wondering what the downside to that might be.

Thanks, as always - a fantastic product.
08/24/2011 12:41:58





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