standing orders and forcasting

Nicole Hunter's Avatar

Nicole Hunter

08 May, 2011 11:18 AM

I'm trying to use your software and it looks brilliant appart from I can't see how I can do financial planning with it. I want to be able to see a standing order list and project my monthly expenditure forward to see how my finances are in lets say Aug. I currently use quicken and by paying all my standing orders into the account for the year ahead I can plan how I will be doing in Dec which is useful. This allows me to know what I need to save for the big purchases that come up during the year.
Also when I make something recurring I can't do this for a specific number of payments such as 10 payments for council tax and 36 payments for a loan this would be useful.

  1. Support Staff 1 Posted by Admin on 08 May, 2011 09:56 PM

    Admin's Avatar

    Easy Books is not intended for any complex financial planning, sorry.

    It does allow simple budgeting, which I use for my personal finances. I've taken a mixture of estimates and last year's figures for expense and income accounts and it works quite well for me: I can see month on month how well I'm staying on budget. But there isn't a forward projection I'm afraid, the app is geared towards giving a financial history record instead.

    I have just thought of one app you might like to look into. There is a mac application called Moneywell ( and I think there is an iPhone counterpart that will sync. It's a budgeting application that uses the idea of filling and draining buckets so you can manage your finances. Have a look and see what you think. If you decide to go ahead, say hi to Kevin Hocter from me!

  2. Admin closed this discussion on 08 May, 2011 09:56 PM.

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