[Feature Request] Recurring Transactions Enhancements

[kuykear]

Describe the feature

Add enhanced recurring transaction management and forecasting capabilities:

1. Manual editing of recurring transactions - Allow users to modify the frequency, amount, category, and other properties of existing recurring transactions without having to delete and recreate them.

2. Permanent deletion of recurring transactions - Enable users to delete recurring transactions with a "permanently remove" option, so they don't automatically reappear after bank syncs. (Currently, deleted recurring transactions regenerate after resync, forcing users to delete them repeatedly.)

3. Account balance forecasting view - Add a unified forecasting interface where users can select an account and see a projected balance on a specific future date, based on scheduled recurring transactions and bills.

Why is this feature important?

These features solve key pain points in financial planning:

• Recurring transaction editing: Life changes (salary changes, subscription price increases, bill adjustments). Users should be able to update these without losing history or having to recreate them from scratch.

• Permanent deletion: Recurring transactions that should be removed (canceled subscriptions, old payroll entries) keep reappearing after bank syncs, cluttering the interface and forcing repeated manual cleanup

• Balance forecasting: Budgeting requires knowing "how much will I have on [date]?" A dedicated forecasting view would help users plan major expenses, savings goals, and financial decisions with confidence. Currently, this calculation requires manual estimation.

Additional context, screenshots, and relevant links

No response

[kuykear]

I mentioned it on another post regarding upcoming transactions, but I would love the ability to view how much each account is projected to have on a specific date or within the next month. One of my favorite features is within Quicken Simplifi, where you can view all your accounts and what they're projected to have for Cash Flow. It also tells you what is upcoming and how many days it will be for it to come. This is my dream chart because it shows where my money is moving for recurring transactions and how much I need in my checking at a given time vs can move to my savings or put onto a card.

[jjmata]

I do like that feature in Quicken (20+ years user!) but never trusted it because my cashflow moves from account to account too much. :-)

Regardless, nice idea ... and others are asking about recurring in the Discord, so maybe somebody will pick it up.