This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
MoneyWiz now allows you to see future (upcoming) Scheduled transactions and bills right in your Account register, without generating a forecast report. To see how, please read on.
To control what kind of transactions are visible in your Account register, please use the 3 colored dot buttons at the top of the Account register:
The Mobile Phone transaction is an upcoming Scheduled transaction (notice the grey dot next to category icon) and because the filter setting above is set to green, red and grey dots, MoneyWiz shows cleared, pending and upcoming Scheduled transactions (for the next 30 days). This also affects the account balance - notice that if we hide the Scheduled transactions, the account balance changes as well:
There are 3 states you can set this setting in:
- Green dot only - only cleared transactions are visible.
- Green and red dots - both cleared and pending transactions are visible.
- Green, red and grey dots - cleared, pending and Scheduled transactions due in the next 30 days are visible.
In all cases, the account balance will change to reflect what's visible in the Account register.
It is not currently possible to use this setting achieve different states (e.g. show cleared and Scheduled transactions only, without pending transactions).