Overview of all recurring items / transactions
S
Sam
Now one can only see recurring transactions for the upcoming month. It would be nice to have an overview of all planned transactions, in case you forgot about some.
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L
Lorenzo
Issues I have that I cannot figure out:
1) recurring transactions might follow a specific calendar: I pay HOA from September to May but in a combination of every month then every two months (Sep-Oct-Jan-Mar-May). Right now I "skipped" April and I had to change the date in the recurring list of April to May
2) when I create a recurring transaction I'm asked if the amount is variable but then I'm not able to change the min/max values
b
bipster
This would be a nice step toward integrating recurring expenses with the new beta budget features. e.g. if I have an annual $120 expense, I might want to budget $10 a month for that, using the rollover feature to gradually fill that budget line item, and then have that line item zero out when the recurring expense finally occurs. Managing annual recurring expenses would be a lot less tedious with this.
L
Lorenzo
recurring items seem to "hide" in the back somewhere, and somehow duplicate
B
Bernd
came here to add the same feature request. an overview of all defined recurring transactions would be great, yes.
D
DK
Yes! One of many examples: I have an annual recurring transaction for tax prep - but my accountant sends the invoice at any point over the next year (typical!). Its substantial so I need to have it show as a "projected expense", so it has to be set up as a recurring expense. But if it's set to recur in October, and I get the invoice in July, I have to hunt through each month, one at a time, to find the recurring item and update it to July and then finally, go BACK to the July transactions and THEN finally link the expenditure to the recurring item. Too many steps!
T
Tobias
+1 Like a list view for all upcoming recurring transactions