I’m really enjoying using the PP app; it’s fantastic! However, I have a question regarding filtering dates in the “Accounts” view under Deposits → All Transactions.
I have entered future payments of dividends and interest for Bonds and Deposits with future dates. I would like to filter transactions to see only those up to today or, alternatively, to display future transactions in a different style (e.g., in gray or italics).
This would allow for a quick way to distinguish future transactions, which are currently not considered in today’s balance.
I’m personally not aware of a built-in feature that covers your requirement.
I think there is only a workaround that might help you:
You could use the field “note” to distinguish between actual and expected transactions. Downside is that you would need to label all transactions manually (e.g. “actualPayment” and “expectedPayment”). However, you could then easily use the search field for filtering.
However, the proposed method is not optimal because I would have to manually label all transactions and update them as their dates become current.
Looking at the app, it already applies a filter—since today, it only considers transactions with a date ≤ today in the balance calculation. This means that the filtering logic is already present in the app’s code. It would just be a matter of implementing this as a selectable option in the user interface in a future version.
I hope this feature will be added in a future update! Thanks again for your response.