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PostPosted: Fri Sep 30, 2005 11:37 am 
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Hi,

Completely new to Checkbook after migration to Mac from PC/Quicken.

One feature of Quicken was that the 'Accounts Total' on the 'My Finances' summary screen only indicates the balance as at today.

Checkbooks total on the Accounts Balance pane gives a total that includes all future debits/credits regardless. Can this be changed ??

I'd like to know what I have as a whole as of today (like Quicken) rather than taking into account future transactions.

Thanks in advance
NIALL 8-)


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PostPosted: Fri Sep 30, 2005 12:27 pm 
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Welcome to the Mac and to CheckBook!

CheckBook can't do this now, but it sounds like a really good option for some users. We'll think about how we can make this a preference so you can also get the totals you need.

Thanks!

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PostPosted: Fri Sep 30, 2005 12:38 pm 
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Joined: Fri Sep 30, 2005 11:32 am
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Thanks for the quick response.

Obviously the viewing of up and coming transactions is important but the total in that pane really needs to be configurable to take into account future transactions, or not as the case may be.

How far in advance does Checkbook show transactions by the way ??? and is this configurable ??? I have a transaction visible entered for 14/10 which is why my figures are all out by that amount.

Thanks again, keep up the good work and please please include this feature in the next release !!!!

NIALL 8-)


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PostPosted: Fri Sep 30, 2005 1:30 pm 
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CheckBook's Balance is comprehensive, including the Amounts from all future Entries. The Interactive Balance at the bottom right of the CheckBook window has the option to display Today's Balance, which includes all Amounts up to the present date.

Right now, the only way to get a balance for a specific date in the future is to use the Account Summary. We're looking at our options for getting that kind of data into the more-traveled Entry tab.

Adding the option to choose which balance is displayed in the Accounts Drawer will need to wait until after we release CheckBook 1.5.2, which is due soon. We'll see what we can do to get it into the next release after that.

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