Comments (6)
I've entered something because it's going to happen, but it hasn't yet or it wouldn't be dated in the future.
I've entered something because it's going to happen and I want it to impact my budget or I wouldn't have entered it yet. When I get a statement notification, I enter that amount using the due date. That transaction is going to happen. It's going to affect my category and account balances. If, for whatever reason, I didn't want it to, I wouldn't have entered it.
if I have a transaction with a future date that should leave my budget but not my balance as it is still in my account
If the payment scheduled for yesterday takes three days to clear it's still in your account, too. It's easy enough to view the cleared balance in the register, but it would feel really broken to me if the account bar showed a balance different from the final running total in the register.
from actual.
I haven't used the Reconcile functionality because I'm not sure what the purpose would be without a reconciled flag but it kind of doesn't make sense to reconcile something that hasn't happened yet, so it does seem like future transactions wouldn't be relevant.
That said, for account balance, I kind of think I'd want my account balance on the left to match my running balance in that account. Having the running balance say one think and the account on the left say another would seem odd to me. Additionally, if I have an automatic payment (or whatever) due in three days and I post that transaction, in my view that money is gone and my balance should reflect that.
from actual.
I'm in the (possibly small?) group of people who prefer's nYNAB's behavior of keeping future-dated expenses separate from present/past expenses. I've entered something because it's going to happen, but it hasn't yet or it wouldn't be dated in the future.
from actual.
I agree, if I have a transaction with a future date that should leave my budget but not my balance as it is still in my account
If I have an income with a future date that shouldn't appear in my balance or budget until the date passes
from actual.
I agree with @Deguello , If I put it in I intend to pay for it, and I don't want my budget reflecting that it's still available to be spent. Let's say I have $100 for household stuff, and I order a crock pot for $50, but it won't ship (and therefore charge my card) until 2 weeks from now. I want to put it in as a charge, dated 2 weeks from now, and I don't want it showing up as available in my budget, because then I still think I've got $100 to spend, when I really only have $50, it just hasn't been charged yet.
from actual.
And here we see the two camps. 🙂 Honestly, I'd like to see the future-dated transactions in the budget, but as a separate column. Because they haven't happened yet, they could still be changed. Future transactions are a plan, while present/past transactions are reality.
from actual.
Related Issues (20)
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- [Bug]: "Show advanced settings" not accessible on mobile HOT 5
- [Bug]: Desktop app on macOS budget loading error HOT 7
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- [Bug]: Balance not updating when syncing an investment account linked to a bank with SimpleFin HOT 9
- [Bug]: Amount changed (x100) after category change HOT 3
- [Feature] Link between files HOT 1
- [Bug]: Monthly spending report errors HOT 2
- [Bug]: Couldn't update account balances" in bank linked via gocardless bug HOT 1
- [Bug]: Console error in Schedules page: RangeError: Invalid time value HOT 8
- [Bug]: Category Notes icon is getting encroached on
- [Bug]: Upcoming date on schedules preview can show dates prior to "From" selected
- [Bug]: Applying budget templates takes 30 seconds HOT 2
- [Bug]: HOT 1
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from actual.