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. 

Regards

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  • iwaddo said:
    more data about scheduled transactions like the next due data

    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

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      • iwaddo
      • iwaddo77
      • 1 mth ago
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      srg Thank you, but this does not give me the repeat frequency that I'd need to build a forecast, unless there is something I am missing.

      Thank you for your help. 

      Regard

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