Future balance question

[David T.]

Well, I haven't tried this (my ability to track money seems to be limited at best to what I have right now, and usually to what I had two or three days ago...), but as I understand it, Gnucash has limited abilities to do future balances. This is because (again, as I understand it) future scheduled transactions don't actually exist in the data file. Therefore, your trend lines won't reflect the scheduled transactions unless or until you actually create them. Again, as I understand it, you can create these transactions ahead of time and track the information, but if the transactions actually change, you'd need to alter them.

Personally, I'd give that a try and see how it works with the net worth chart.

HTH,
David

--- On Tue, 11/23/10, Ian Waddington <iwaddox at gmail.com> wrote:

> From: Ian Waddington <iwaddox at gmail.com>
> Subject: Future balance question
> To: gnucash-user at gnucash.org
> Date: Tuesday, November 23, 2010, 5:43 AM
> Hi
> 
> Thank you to everyone who has helped me so far, I am making
> great progress
> with my learning of GNUcash and have just about worked out
> how I can do
> everything I currently do in MS-Money, however, one area of
> MS-Money I use a
> lot is the future balance forecast for my current
> account.  I use it to
> determine how much I should transfer at the month end to
> savings without
> risk of going overdrawn during the next month.
> 
> The future balance or forecast takes into account
> 
>    - Transactions already entered into the
> current account
>    - Scheduled transactions for the current
> account
>    - Budgeted transactions (not really
> interested in these though)
> 
> It uses the above the produce a graph and a transaction
> based running
> balance report for any future period specified, this can be
> a preselected
> next month, 90, day or 12 months etc or you can specify
> custom dates.
> 
> It is possible to do something similar with GNUcash? Or to
> ask the question
> another way, how do I monitor the balance of my current
> account to ensure I
> do not go overdrawn whilst at the same time not having a
> high balance of
> cash which should be earning interest in a savings
> account?
> 
> Thank you for your help
> Ian
> (I am using 2.3.17)
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