Suggestion: Check boxes to include/exclude scheduled txns from Projected Balances graph

I use Quicken for all of our day-to-day finacning needs, but where it really shines is in retirement planning. We have rental properties, and plan to live off their income whene they're paid off. The Projected Balances are amazing for this. However, there are limitations, such as if I wish to run "what if" scenarios…then I need to go through each individual transaction and modify it's amount and/or end date. It would be great if, somewhere on the Prjected Balances page, in the tabluar list of scheduled transactions, one could add a column with a check box that would INCLUDE the selected scheduled transaction in the graph if checked, or EXCLUDE it if unchecked. This way it would be possible to have several variations of a transaction available, and one would simply need to click check boxes instead of modify each transaction in order to change scenarios. Next level would be to allow grouping of scheduled transactions such that all transactions relative to a Scenario are in the same group, and one would simply need to unselect the current Scenario (of X number of transactions) and select an alternate group, with the changes relected in the graph, of course.

1
1 votes

Reviewed · Last Updated

Welcome!

It looks like you're new here. Sign in or register to get started.