Export scheduled transactions

Thomas Baumgart thb at net-bembel.de
Sat Jan 17 07:36:40 GMT 2026


On Samstag, 17. Januar 2026 01:24:08 CET Ian Millington via KMyMoney wrote:

> Thank you I'll look into it.
> 
> On Fri, 16 Jan 2026, 10:59 pm Jack via KMyMoney, <kmymoney at kde.org> wrote:
> 
> > On 2026.01.16 15:20, Ian Millington via KMyMoney wrote:
> > > Thank you i will have a play when I am next at my computer
> >
> > Start with Sectuib 9. General Information.  There are two Schedule
> > related reports, although the only difference I notice is the summary
> > version omits the Category.
> >
> > Unfortunately, I'm not aware of any other report that specifically
> > address Scheduled Transaction, and I don't see "Scheduled" under any of
> > hte Filter areas for existing reports.

Isn't that what is covered by the "Forecast" reports? I just tried it and 
found some things you have to keep in mind.

1. Activate the forecast view in the plugin settings and configure it
2. Make sure the forecast method is "Scheduled and future transactions"
3. Close the settings (the view itself can be deactivated again here)
4. Open the "Forecast/Income and Expense Forecast This Year" report
5. Open the configuration and select the "Rows/Columns" tab
6. Switch Details to "All" and mark "Include scheduled transactions"

Voilà!

BTW: I have not verified any of the figures so please be cautious when
     you make decisions based on the numbers presented. You have been warned :)

-- 

Regards

Thomas Baumgart

-------------------------------------------------------------
Hoping for change without doing something for it, is like
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