Account Balance Forecast
Hi, I have two related questions.
1, I currently export to CSV and import to Excel to pivot and report on my data and I would love to have more data about scheduled transactions like the next due data and frequency but I do not think I can get it, does anyone know if there is a way?
2, If I were to write an app using the API it looks like I can get the data I'd need for scheduled transactions, have I got this right?
3, Have any seen any samples where someone has used the API to produce an account balance forecast, as it might give me a place to start.
Thank you for your help.
To export the next instance of scheduled transactions: in All Accounts, search for After: today’s date, select all, then go to the main menu and Export # Transactions