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| I hope that some of the people browsing this forum use this program (Cash Organizer from Inesoft). I've been using it for about 2 months now & have been pretty happy with it, except for the fact that there's no user forum & developers don't answer any questions. (on the plus side, this is the only 3rd party PPC program out of all that I tried, that doesn't have sync issues). Here's my biggest problem: If I have a bill set up at my bank to be paid at a future date, say on 8/30, I go into my Money or Cash Organizer and enter it into the register. I also have some planned transactions that will occur prior to the bill. I enter those in CO's Planner. Here's the problem: when doing account forecast, the planned transactions are counted after those already entered, regardless of date. So, say I have $1000 in my account on 7/1, $1800 planned transaction on 7/30, and $(2000) future transaction (entered in register) on 8/30. Looking at register without forecast, I see $1000 balance on 7/1, and $(1000) on 9/1. If I enable forecast, say for 9/1, I have then $1000 on 7/1, $(1000) on 7/25 and $800 on 7/30 - in other words, the transaction entered for august gets counted before transaction planned for july, so the balance between today and end of july is off. Am I doing something wrong ? I didn't find any options to change the way this is presented. Also, what's your method ? |
| Tags |
| cash, organizer |
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