Ticket #1717 (new enhancement)

Opened 22 months ago

Last modified 9 months ago

balance prediction and tax report

Reported by: Alan Gibbons Owned by: sreilly
Priority: minor Milestone: Moneydance 2008
Component: general Version: 2008.beta
Severity: Keywords: Projected budget
Cc:

Description

The idea is to produce a graph that shows the expected bank balance. As check and charges are entered into the credit card, bank accounts and investment accounts, the projected balance would be adjusted. Loans would show payments until the payoff date. Obviously prior payments may not be the same amount so an average and an override amount would be used for repetitive entries.

The graph is a simple future time line showing the running balance

Also I would like to see a place for tax information for tax reporting, linking with or printing to for tax preparation.

Attachments

moneydance.doc Download (30.0 KB) - added by Alan Gibbons 22 months ago.
suggestion

Change History

Changed 22 months ago by Alan Gibbons

suggestion

Changed 22 months ago by setiraz

  • summary changed from Suggestion for new feature to balance prediction and tax report

did you try balance predictor extension?

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Changed 9 months ago by setiraz

request for tax report: see #1880

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