1. Overview of the Future Planner

The future planner allows you to track your future cashflow using Predictions

predictionOverview.PNG

Above is an example of a single day showing the main components of predictions.

 These are:

 Description

Amount

Money in or out

Value

Linked?

 

Predictions can be added/edited/deleted easily in the calendar view

To edit a prediction either

Drag and drop it to a new day if all you want to do is change the date

or

click on the prediction title to open the Edit Prediction dialog to change the value, description or delete the prediction.

EditPredictionPop.PNG

 

There are two ways to view your predictions

Calendar view

CalendarOverview.PNG

The 'Last 30 days transactions' button brings up a view of transactions that might be eligible for inclusion.

last30days.PNG

 

Clicking the arrow beside a transaction in the top part allows you to quickly add this as a prediction

AddFromLast30Days.PNG

 

Graph view

The graph view shows a graphical representation of your predicted cashflow.

Capture33.PNG

 

You can also edit the predictions on this screen by clicking on the cog icon

Capture34.PNG

 

 

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