Export scheduled transactions

Ian Millington ian at ianmillington.co.uk
Sat Jan 17 16:53:34 GMT 2026


Thanks both that gives me something to work with.

Ian

On Sat, 17 Jan 2026, 7:37 am Thomas Baumgart via KMyMoney, <kmymoney at kde.org>
wrote:

> 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
> waiting at the train station for the ferry to arrive. -- Unknown
> -------------------------------------------------------------
>
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