Transaction view in Projected Balance report

Ahmed Salem

May 03, 2021 08:42

In the reporting area, can I see the projected balance and transactions in the same view?
I need to know which transactions increase or decrease my balance in the same report.

3

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  Ahmed Salem

  August 30, 2022 18:13

  It would be great to see the related planned transactions within the projected balance so I can understand why my projected balance is increasing or decreasing.

  0
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  Gollum Naval0m

  November 15, 2022 16:48

  This would be really, REALLY useful. Right now, you have to flip back and forth between the Projected Balance Report and the Transactions tab, which is VERY time consuming!

  1
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  Yaro

  September 13, 2023 03:31

  Péter Gulyás

  5 days ago When I move the cursor to a certain part of the Projected Balance report, apart from showing the balance at that certain point of time, it should also show a pop-up of the key details of the main transactions expected at that given time. Currently to do this, you have to memorize the date and go back to the calendar view, and scroll to the date to check what is there.

  1

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