The MoneyReady Forum
Member
avatar
Joined:
Posts: 50

Is there a way I could set the software to include 2023 data for the full year (not just for the tax number)?

Administrator
avatar
Joined:
Posts: 136

I get asked a lot about the first year,  it confuses people to see pro-rated amounts, and I would love to find a way to make it clearer. However I suppose I don’t really understand your question. What exactly would you like to see?

The full year amounts for expenses/incomes etc, you know what they are. You know how much you have earned and spent this year so far. The deposits/withdrawals to accounts have to be done from today because the balance we have is today’s. This is important because most of my users have their accounts/investments automatically updated with Fundata and/or Wealthica. Again, you know what withdrawals/deposits were already done this year. You know how your investments did. The TIME MACHINE projects in the future from today, it does not project back into the past as we assume you know the past already, and your knowledge would be most accurate.

Maybe you could clarify more on what exactly you are trying to achieve? If I can implement it without having to ask many additional questions from the user, I will consider it.