Plan

Plan has four sections:

• Overview: what's scheduled for a week or a month, and what's already been recorded (below).
• Schedules: the bills, paychecks and transfers that feed the overview. See Schedules.
• Categories: the labels used in the By category view. See Categories.
• Accounts: the bank accounts and cash you budget with. See Accounts.

Home's tiles open the matching section: This week and This month open Overview for that period, and the balance opens Accounts.

Overview: period

Use Week / Month to pick the period. The arrows move one period at a time, tapping the date jumps to any date, and This week / This month returns to today. A week starts on your chosen week-start day (Friday by default, changeable in Settings → Appearance) and begins on the next occurrence of that day.

The summary card shows the period's scheduled Income, Expenses, and the resulting Surplus or Deficit. Transfers move money between your own accounts, so they don't affect the total.

Overview: by day

Occurrences are grouped under day headers. Each row shows the account (or From → To for transfers), category, and amount.

• ✓ (Mark paid / received / moved) records the occurrence as a transaction.
• ⋮ → Change amount… changes the amount for this date only. The schedule is unchanged.
• ⋮ → Skip this time hides this occurrence.

Every action shows a confirmation with Undo. Recorded items show a check mark. Tap one to open the transaction and attach receipts, or use ⋮ → Mark not paid to undo the recording.

Overview: by category

Each category shows its net amount for the period. Expand it to see the schedules behind it, including how often each occurs (for example 4 × $180.00) and how many are recorded. Tap a schedule to edit it.