Projected Balances Graph and Report Improvements
eringobrgh
Member ✭
3 ideas for improvements to projected balances
1) Allow for stack graph - this way when viewing multiple accounts, the user can easily see the high and low points for the combined projection
2) Allow for detailed report - enable the user to export a xlsx report of the credits and debits by date for analysis offline
3) Snapshot and comparison - enable snapshots of the projections and allow the user to compare previous projections to the current
1) Allow for stack graph - this way when viewing multiple accounts, the user can easily see the high and low points for the combined projection
2) Allow for detailed report - enable the user to export a xlsx report of the credits and debits by date for analysis offline
3) Snapshot and comparison - enable snapshots of the projections and allow the user to compare previous projections to the current
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Comments
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It sounds like what you would like is a full Projected Balances report with an optional stacked bar graph.
It is not clear how the "snapshot and comparison" would work. The underlying data changes over time as reminders are edited and replaced by actuals, and of course there are unplanned expenses that will affect the balances.
If you can describe how you would use this report, that would help, and others may want to add ideas.
QWin Premier subscription0 -
I particularly like the first idea mentioned. As an additional suggestion: In each banking account register, I'd like to be able to see the projected balance plot for that account in an optional (toggled) band at the top (similarly to the way it is displayed in the BILLS & INCOME tab of Projected Balances.0
