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Upcoming Transaction Report

jsmc88

I am looking for a report I can run for the upcoming month that shows my expenses and total projected outflow for that account.

Example: All transactions scheduled to hit my CitiCard for May and the total spend projected for that month.

I am trying to get a handle on my overall scheduled spending per month of my accounts. Pretty simple but for the life of me I cannot find a report that works. Everything sends me to projected balances screen in quicken but I am looking for more of a report.

Thanks!

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Accepted answers

RickO

Unfortunately, I don't think there's any way to get reports to include scheduled transactions that have not yet been marked as paid.

The Bills & Income > Projected Balances screen kind of works, but you're restricted to displaying the next 30 or 60 days with no option to show the period ending at the end of the next month.

I think what you're going to want to do is use the actual register and its filters. Go to the, for example, CitiCard register. Set the Dates filter to 5/1-5/31. Set the Type filter to Spending. Make sure you click the little clock icon, top right, and set the Show Reminder to at least Next 60 Days to include all scheduled transactions through May. You will now see the total displayed in the upper right corner with a running total in italics in the Balance column.

If you want this in a report style, you can click File > Print and then click the PDF button in the print dialog to open it in Preview.

All of the above presumes you have set up scheduled transactions for all expected expenditures through the month in question.

All comments

RickO

Unfortunately, I don't think there's any way to get reports to include scheduled transactions that have not yet been marked as paid.

The Bills & Income > Projected Balances screen kind of works, but you're restricted to displaying the next 30 or 60 days with no option to show the period ending at the end of the next month.

If you want this in a report style, you can click File > Print and then click the PDF button in the print dialog to open it in Preview.

All of the above presumes you have set up scheduled transactions for all expected expenditures through the month in question.

jsmc88

Perfect, I used the register method, and it gave me what I was looking for. Thank you for that!

I am a little confused as to why this isn't a built-in report I can run. A few other reports I have looked for make me scratch my head as to why they are missing (recurring monthly transactions to catch subscriptions).

It seems like these features would be a higher priority than emojis.

RickO

Have you looked through (or searched) in the Product Ideas for Mac category here in the community. There are some posts related to those issues there that you could vote for and comment on.