We are adding a new budget report option. The current budget report includes the client’s current balance and any scheduled transactions that have not yet been processed through a date. An example of this is below.
We have had requests for budget reports that do not include the client’s current balance and can be run for a date range. Two examples of this are below.
In the first example, the new budget report is being run for a future month (8/1 – 8/31). All of the transactions are “Projected” as no actual transactions have been entered or processed for August.
In the next example, the new budget report is being run for the current month (7/1 – 7/31) after the start of the month. The highlighted transactions are actual transactions that have already been processed for the month. The remaining projected transactions are the scheduled transactions that have not yet been processed.