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Account forecast beyond 12 months?

Open pfbreton-perso opened this issue 3 years ago • 2 comments

Hi!

I am interested by the account forecast but it would be really useful it we could define it for 24 months or 36 months. The reason behind this is that typically we have expenses that can be important once a year (ex: holidays, vacations, housing taxes or income taxes). Having forecasts that is restricted to 6 months or 12 months donèt allow us to see the reall trends going on as it will inevitably misses the recurring yearly vacation or yearly housing taxes.

I did tried to add more events but it seems that beyond 12 months the script no longer returns correct values.

Can you help out here? Thanks a lot!

pfbreton-perso avatar Dec 05 '21 23:12 pfbreton-perso

Could you try CashFlow report?

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vomikan avatar Dec 06 '21 09:12 vomikan

The motivation for using a custom report that does what the cashflow report do is to be able to preset ranges and accounts to not have to constantly change the account to be reported by the cashflow tool and have flexibility on the range.

The cashflow tool has the following limitations:

  • need to select the account each time you want to compare one account over another, which is a problem when you have an account for your personal expenses and another one for house expenses
  • the range is limited to 12 months or 10 years and donèt have anything in between.
  • the 10 year cashflow report is too coarse while the 1 year cashflow report good, but should be something availble over 18 months or 2 years.

if the cashflow tools had the ability to run a daily or monthly report over 1, 2 or 3, 5 or 10 years that would be helpful.

pfbreton-perso avatar Dec 06 '21 14:12 pfbreton-perso