Thoughts on budgeting
christian at cstimming.de
Sun Feb 19 05:58:32 EST 2012
Am Sonntag, 19. Februar 2012, 12:29:38 schrieb Graham Leggett:
> Hi all,
> For a while now I have been capturing transactions up to a year ahead (as
> opposed to being behind), entering the expected transaction value. When the
> account is reconciled, the values become actual values.
> What this allows me to do is know what my bank account will look like in
> three months time, taking into account things like the VAT return that
> might be due in two months time, and I can get a clear indication of how
> much money I really have to spend, as opposed to what my bank balance is
> telling me on any given day.
> What I'd really like is a way to mark transactions as "draft" transactions,
> perhaps lightly coloured in grey, but otherwise functionally identical to a
> normal transaction. This would clearly distinguish them from actual
> transactions that have actually happened. Perhaps in addition to have a
> reconciliation flag of N, Y or C, there could be a D for draft, and some
> quick way to toggle the transaction between N and D. You could then have
> reporting options where draft transactions are included (ie show me my
> projected income statement for this coming year), or specifically excluded
> (ie show me actual transactions only).
> In theory, this would be a low tech, simple way to get a kind of budgeting
> Thoughts on the idea?
I think this is a good idea. Adding another reconcile flag is indeed possible.
I see the difficult part in getting all places that check the reconcile flag
to recognize the new flag correctly. But apart from that, I think this
shouldn't be too difficult.
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