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Projected Balances

mnkpack

I would like to see AI applied to historical spending to provide a list of upcoming Bills and Income based on some defined period. I would also like to see the ability for Multiple Accounts to be summed in the forecasted balance so that all my Banking Account balances could be included as one.

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Status: Reviewed

Comments

Jim_Harman

You can already set up Reminders for regularly occurring bills and income, and you have various options for estimating the amount of each. On the Bills and Income tab, click on Manage manual bills and income at the top right to set these up

Once the Reminders are set up, they are combined with the future transactions that are recorded in your registers to compute the projected balances for various future periods. You can view the projected balances over time by clicking on Projected Balances. The only thing you are requesting that Quicken does not currently do is show the total of your projected balances.

Quicken can also recommend Reminders to set up based on your past spending.

Have you tried that?