Planned transactions in the Income/Expense report

Артём

18/06/2020 20:30

Currently totals by category/class can be seen through the funnel icon in the Planned Transactions report. It would be helpful to see totals in Income/Expense report or in the Planned transactions report.

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  Patrick

  29/01/2023 09:23

  Reports/charts do not allow viewing planned releases. An example of the Income/Expense chart, which only shows paid entries. There should be an option (checkbox) to include planned releases. This would be important to know the forecast of a certain expense category in a specified period, assuming what has already been done and what is expected to be done in the period.

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  Patrick

  1/02/2023 20:53

  In the “Comparison of income and expenses” report, it would be important to analyze the projected data. In the Desktop version, there should also be the possibility of seeing up to twelve monthly columns, allowing the analysis of actual data and projected data. It could also include the option to view only income and expense categories, or include subcategories as well.

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