Account list

What would you like to see added or changed in the application
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Neill
Posts: 32
Joined: Sat 28 Sep, 2024 6:15 pm

Account list

Post by Neill »

Account list shows the balance of each account...

But this seems to be the balance at the last entry in each account - inclusive of future entries

Would be nice to have an option for balance shown to be either the above (as is) or balance on today/now

Keep up the good work!
Amazone
Posts: 152
Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium

Re: Account list

Post by Amazone »

I guess with future entries you mean scheduled transactions.
I found it very confusing that these were showing in the balance.
Graham added an option for this:
In the scheduled transaction details there is an option: days in advance to register.
I changed that to 0 and now the transactions are not showing in the balance anymore
Neill
Posts: 32
Joined: Sat 28 Sep, 2024 6:15 pm

Re: Account list

Post by Neill »

For my scheduled transactions, I generally have them enter my accounts 31 days early so I can see them on the account in advance
I also manually input known future 1 off type tran in the accounts so that is another scenario outside of scheduled trans

So I understand what you mean for scheduled accounts but I still see a see a use case where its valid to want to have future tran in the account and therfore want to see on the summary page the balance "Today" rather than end balance
Campbell
Site Admin
Posts: 386
Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
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Re: Account list

Post by Campbell »

I’ll definitely add this as an option soon.
Campbell
Site Admin
Posts: 386
Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
Contact:

Re: Account list

Post by Campbell »

It is now possible to display either the Current or End balance, in v1.7.4.0.
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