Tabular planning

cbrockman

Augmenting the calendar view and potential to use debt optimization scenarios. Rather than losing customers to other tools or customers also having to work in spreadsheets outside Quicken to form for example debt payment plans.

Enable the ability to view an account or accounts along with the planned entries that exist but presented in a view similar to a column row layout. This would enable a view by month or another period to show and potentially edit recurring entries from this tabular planning view.

This could also be used to what if or as an example review optimizations for repayment by debt snowball or highest interest first prioritizing smallest balances or smallest payments for additional debt paydown plans.

First and foremost this is the view of the data already existing but in this concise form minimizing clicks moving across accounts and calendars to optimize planning of future cash flows, balances and debt paydown plans.