Thanks for clarifying and making the amendment to the date picker! As a future Analytic there may be argument for a report showing projected future income. Or indeed a “projected Income vs Expenses” report. But there are loads of more important things to build first!
Great suggestion — and you've actually pointed at something the codebase is half set up for already! The calendar feature does exactly this kind of forward projection: it walks each recurring template and produces all its future occurrences (handling weird month-end day handling, weekend adjustment, end dates, the lot). The same code could be reused to "fill in" the future on analytics charts, behind a toggle so it's clearly opt-in. The future-feature shape would probably be: a small "Show projections" toggle on the analytics page, and when you turn it on, the date picker lets you go past today again, the charts show real data up to today plus forecast data after that, and the forecast rows are visually distinguished from the real ones so you can tell them apart. A "Projected vs Actual" side-by-side report would be a natural extension of the same pieces. If you want to make sure this doesn't get lost, feel free to drop it as its own feature request — I'll come back to it when I have some breathing room. Thanks for the idea!
Will do! I always hated the way the YNAB fan club attacked any attempt to project forward!
Hey — thanks for reporting this. You're right that what you saw is wrong, and the report wasn't designed for this. The reason it looks half-empty: recurring transactions in zerosum are only created one at a time. A background job creates the next instance shortly before its date arrives. So if you pick a date range that goes into the future, the only "future" rows that exist in your account right now are those one-shot scheduled occurrences — that's why your repeating income only showed up once. The intended behaviour is: scheduled (future-dated) transactions shouldn't appear in analytics at all. Income Flow, Cash Flow, Spending, Budget vs Actual — these are about what actually happened, not what's planned. The date picker shouldn't have let you choose a future "To" date in the first place. Fix going out shortly: 1. The date picker now blocks you from choosing future days. 2. Even existing saved presets that pointed at a future date will now stop at today on every reload. 3. Future-dated transactions are filtered out before any chart runs, so even your current month's "Budget vs Actual" only counts what's already happened. Your saved preset keeps its name and other settings — it'll just stop showing the misleading half-empty graph. Sorry for the confusion!