Right behind the register as the most important feature comes the
balance forecast page. Any scheduled transactions will display on
this page. If a transaction is past-due, it will display in red.
Many functions can be done from this screen by right clicking on a
given transaction:
Right click on the next occuring transaction to enter it in the
register. If there is an earlier transaction that the one you
click on, this option will not be visible.
Right click on the next occuring transaction to choose
"skip". I use this for simple budgeting by entering a recuring
transaction for food budget. After the budget is spent, I then
right click on the entry and choose "skip" and it moves the date
forward to the next recurrance.
Right click and choose "Edit transaction" to make a change to the
single recurrance. This is only available on the next occurance
of a given recurring transaction. This comes in handy if you get
the phone bill so you now know the real amount, but don't want to write
a check for it for another two weeks. Right click the scheduled
transaction, choose "Edit transaction" and change the amount to match
the bill. An icon will appear on this line showing the
transaction has been changed from the scheduled batch.
Right click and choose "Edit Series" to make a change to all
recurances for this transaction. This option is the same as
editing the schedule from the "Bills" page.
Hove the mouse over the forecast graph to pop up the projected
balance on that day.
You will also notice that a bar keeps track in the forecast graph to
match the position of the higlighted line in the transaction list below
it.