Why no Scheduled Income report?

astrud_moxley

Why is there no way to report on my total scheduled income? I can't even find an easy way to group them together to add them up manually. Anyone else come up with a solution for this?

Jim_Harman

I suggest you go to Planning > Budgets and set up a budget that includes all the accounts, categories, and transfers you want to include as income.

To see projected income, select the Annual view and the columns you want - Details, Budget only, or Actuals only. The Budget column uses the numbers from your budget, while the Actuals column shows actual values from your registers plus any reminders you have set up.

GeoffG

Have you looked under the Planning tab? Since I do not print reports, can't say for certain what's available, but scheduled income and expenses can be tracked and reported as a budget.

Jim_Harman

I suggest you go to Planning > Budgets and set up a budget that includes all the accounts, categories, and transfers you want to include as income.

To see projected income, select the Annual view and the columns you want - Details, Budget only, or Actuals only. The Budget column uses the numbers from your budget, while the Actuals column shows actual values from your registers plus any reminders you have set up.

astrud_moxley

@Jim_Harman thanks so much - I do have a budget set up and when I select just Actuals only it shows me just what I want which is the total of all income reminders for the coming months. Oddly when I select Details it only shows actuals for the current month and only budget for future months but the Actuals only view gets me what I need.