User Support Forum

Is there a way to have PC show me what the balance of an account is going to be based upon the expected income and bills for a month (or more)?

We are a church without a ton of resources, and occasionally we need to know what the month is going to look like to better determine which bills we will pay now versus later. We have payments across lots of frequencies, so it would be nice to see (if our projections are accurate) if we will be able to afford new hymnals or if we should be saving our money for the quarterly tax bills.

jadamwilson wrote:Is there a way to have PC show me what the balance of an account is going to be based upon the expected income and bills for a month (or more)?

We are a church without a ton of resources, and occasionally we need to know what the month is going to look like to better determine which bills we will pay now versus later. We have payments across lots of frequencies, so it would be nice to see (if our projections are accurate) if we will be able to afford new hymnals or if we should be saving our money for the quarterly tax bills.

Well, you can see what is pledged for the month, and you can estimate what the normal bills would be for the month, and you can see what came in the previous periods (quarter, year, etc), but not a 'forecast' other than that.