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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Projected Balance - account consolidation
walker.sc
The projected balance report is great however, I would like to be able to see 3 (or more) of my accounts reported there, but not as 3 separate line graphs, but rather a single consolidated balance line graph. Possible? If not, what would be a better (more "normal") method of projecting bills and income over multiple accounts in order to ensure there is enough funds in the correct accounts at the right time?
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Scooterlam
@walker.sc
Have a look at this idea and consider voting. I believe it addresses your want. Unfortunately, my illustration in that idea has been removed for some reason...
https://community.quicken.com/discussion/7646939/idea-add-a-net-balance-option-to-projected-bills-graph-7-legacy-votes/p1
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Sherlock
It is not possible to combine multiple accounts as a single line in a
Projected Balances
view. In my opinion, the
better (more "normal") method of projecting bills and income over multiple accounts in order to ensure there is enough funds in the correct accounts at the right time
is to view the accounts on distinct lines in the
Projected Balances
view.
If you haven't already, I suggest you consider using the
Account Balance Graph
at the bottom
Calendar
window (press
Ctrl + K
) with the desired accounts included.
Scooterlam
@walker.sc
Have a look at this idea and consider voting. I believe it addresses your want. Unfortunately, my illustration in that idea has been removed for some reason...
https://community.quicken.com/discussion/7646939/idea-add-a-net-balance-option-to-projected-bills-graph-7-legacy-votes/p1
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