Daily balance and projected balance in the Calendar
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Vanessa Alves
It would be great if we're able to see the calendar with projected balance based on projected income, budget spend and recurring transactions into the future if that makes sense? for eg with all the info plugged in I can scroll say 3 months ahead to say June and I'll be able to see what my account would look like then if I stick to my current budget.
Also if there is a way to have the balances plugged in everyday as opposed to when a transaction is actually posted based again on projections. I don't see a balance on the days that I have income it only shows total spend per day. If this could all sort of magically (coding magic) be calculated (greyed out and adjusted based on actual transactions) I think it would be solid.
Hope all this makes sense!
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Dorian
To Vanessa's point, I've used Dollarbird and PocketSmith. PocketSmiths specific ability to plan spending is key to budgeting. You already have a calendar tab, which is a good start. Drag and drop items and seeing impact on the day's total/overall total is important. It's the reason I go back and forth between Lunch Money and PocketSmith.
Lunch Money - after 2 years, note this for the roadmap.
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Sascha
+1 to this. If you take a look at Quicken Classic's calendar, they nailed this feature perfectly. Allow a user to indicate which accounts to include (bonus points for also filtering on categories or tags), and crucially, also show the projected total. That allows for limited forecasting and also seeing cash flow crunches before they happen (say, filter only on your liquid checking accounts and see if they will dip below zero).
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Vanessa Alves
I think I may have mentioned it somewhere but reference app for this feature is Dollarbird. I use this app strictly for their calendar feature (they don’t offer much else). I’d pay additional money for something like this. Dollarbird subscription just went up to $90 a year and I can’t even budget on it.
Din from Lunch Money
Merged in a post:
Current Available Daily Balance
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Nicco Folz
I use an app called EasyBudget that shows my daily transactions, but also shows the balance in my account for that day as well as months in advance based on automatic deposits and withdrawals. I would love to see the same feature implemented here. As a person that uses EasyBudget to plan months in advance for large projects, it is nice to see where I will be from the beginning of the year to the end and plan and move things accordingly.