I'm the developer of Money Foresight. Sorry for not seeing this thread sooner.
Many years ago, I asked the Moneydance team for better integration between budgets and transaction reminders but I'm afraid there is still no way to connect the two.
In my opinion, budget items are a poor cousin to transaction reminders. They contain pretty much a subset of the same data but they are less specific because they don't tell you on what day these amounts will be spent nor from which account. So I don't have any budget set up in Moneydance. Instead, I have a whole lot of transaction reminders representing everything that would otherwise be in a budget and I use Money Foresight's forecast view to predict future account balances and its Reminder Review feature to tell me if I have overspent in the past.
Regarding instructions or a user manual, I'm very sorry but I don't have anything like that. But I'm happy to answer any questions you may have. Feel free to send a mail to support at moneyforesight dot com.
Hi, I've just bought this and it does nothing. All my accounts are flat lines at the current balance.
A short tutorial would help as it isn't intuitive and doesn't work out of the box.
If you are expecting certain things setup in Moneydance then a quick how-to would make your product useful.
Money Foresight uses transaction reminders and future transactions to predict account balances. These can be set up from the Tools -> Reminders menu. I agree that it's not intuitive. My apologies for that. I definitely need to do something to make that more obvious to new users.
Excellent, thanks. Knowing that you have to create reminders then it all works.
Maybe a dialog box with a quick description of what you need to do for each tab would help.
No need to create reams and reams of documentation.
Hi Kevin, I have owned the Foresight extension for a while and use it all the time, it is a great tool. However, today the pop up window does nothing, and the circle wheel spins and Money Dance is frozen. I have to force quit. I tried to uninstall, reinstall and update to the latest version but same keeps happening. What is going on and how can I fix? Dan
Hi Kevin - Have used money foresight for years and really appreciate it (agree with your view on the budget above!). I use this on two computers and I just updated my laptop with the latest foresight. However, I can't seem to get that version to show up on my summary page. I view that as my most useful too and I prefer not to have to launch it each time I want to see it. When I add it to the summary page, the old version, I think, is what comes up and there are no accounts listed. Any idea how to remedy this?
Sorry you're having some trouble. I'm hoping there might be some info in the error console that will give me a clue as to what is going wrong. Could you take a look (Menu -> Help -> Console Window...) and paste in anything that looks like an error.
Could you also confirm which versions of Money Foresight and Moneydance you have on each computer?
Kevin, I'm using Money Foresight and it's working quite well for the most part.
However, for some reason it does not recognize future transaction reminders that are created by the "Loan" feature of Moneydance. These transaction reminders are probably created on-the-fly and are not normal transaction reminders because while the amount due stays constant throughout the life of the loan, the amount allocated to the principal and interest payment changes each month.
It sure would be nice if Money Foresight could get some... <ahem> "foresight"... into those transactions as well.
I've had a quick look at this. I've got a loan transaction reminder set up and it is taken into account in the forecast. There may be something different between your setup and mine so it's worth investigating further. Can you confirm which version of the extension you are using (latest is v39) and if you are still sure there is a problem it is probably best to open a new thread either on this forum on or my issue tracking site. https://bitbucket.org/mahanaroad/moneyforesight/issues
NEVERMIND, MY BAD - Money Foresight DOES see Auto-created Loan Payment Reminders.
I believe my issue was that I did not change the default account when I did my initial testing and the default account was not included in my Money Foresight graphs. Subsequent testing after Kevin's reply shows it works as expected.
I just paid for your extension--it's a really nice replacement for the way Quicken enabled me to see my balances well into the future based on my reminders--exactly how you've made your extension work. But....
Is it just my computer, or is the graph always so slow to re-draw? When I say slow I mean roughly about a second per month of data, so one year into the future can take more than 12 seconds to draw. On the trial version only one month into the future was enabled so the slow graphing didn't show itself until after paying for it. It's not a big deal considering what it does for me, but it tends to get really annoying whenever I switch between a register and the summary page, it has to re-draw. At the very least, it would help if it had some sort of recall of the previous graph if no changes have been made. By comparison, the extension 'balance predictor' can draw 12 months in an instant. But, balance predictor doesn't do nearly what your extension does.
Well, that's my only complaint, and if it was free I wouldn't even complain about that. Otherwise it's a good solution for one of the things I missed the most about jumping off the Quicken ship.
Glad to hear you're getting some use out of it. And apologies for the performance issue.
I've had a go at speeding it up in the past but didn't manage to make much of a difference. I've got an idea that might work a bit better so I'll have another go at it soon. And you're right, it should be smarter about redrawing when nothing has changed. That shouldn't be too much trouble to implement.
I'll reply back here if I manage to make some progress.
I used the forecaster for quite a while. I just paid for the current version. For some reason it's not filtering the dates properly. I'm trying to look at the next 3 or 6 months. The transactions tab shows transaction dates going back to 2015. As a result, my balances are way off - showing that my checking and savings accounts are $35,000 in the hole.