Problems with "Bills & Income - Projected Balances"

Question

I rely on projecting my expenditures into the future for staging future payments and money transfers.  The projected balances no longer provides any accuracy. The running balance appears to be sporadic in its analysis.... first line indicates a balance of $1,000.00, next line shows a debit of $50.00 with a balance of $1,000.00, next line will show a debit of $300.00 and the balance may indicate $700.00.  Doing the math, there does not appear to be any rational reason for how balance is now being determined.

Sherlock · Accepted Answer

The closing balances of an account should be the same for past due entries and consistent on date for future entries.  If we assume you're looking at one account, the balance of $1000.00 on the second line could mean the $50 is past due or the the $50 transaction has the same date as the first line and the next line with the $300 has a date that is not in the past and there isn't another entry with the same date $1000 - $300 = $700.

Sherlock · Accepted Answer

Again, the Closing Balance on the Project Balances view is not a running balance.  It is the closing balance of the account on the date.

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