A Report for Banking Balance that includes Future Bills

QuestorCP
QuestorCP Quicken Windows Subscription Member
edited April 19 in Reports (Windows)

We have Quicken Classic Deluxe subscription. On the lefthand side is Banking, Investment, etc.
Banking is useful to know what you currently have in Banking, cash, and credit card debit. But I'd like a report that I could customize with how many months forward, mainly in the next month, what bills I need to pay and include that in the balance. I have looked at many reports and customization and I don't see any way to include future bills.

Comments

  • QuickUserPSP
    QuickUserPSP Member, Windows Beta Beta

    @QuestorCP - do you have reminders set up for your bills and income? If so you can show reminders in your registers for multiple time periods -

    image.png

    Then the reminders then will show as pending transactions in your account register.

    But if you want these future transactions to show in reports, I think the only option would be to actually post the future transactions for the time period you want. Then you would be able to run reports encompassing the future time period.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you haven't done so already, please take a look a the Projected Balances view, available under the Bills & Income tab.
    With a little customization (select accounts to show in the view, select date range), this will show you your bank accounts' future balances, taking all scheduled reminders into consideration.

This discussion has been closed.

Categories