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Schedules

Schedules are the bills, paychecks, and transfers you expect. Find them in Plan → Schedules; they drive Plan's Overview.

Types

  • Expense: money going out (rent, groceries, subscriptions)
  • Income: money coming in (paychecks, freelance payments)
  • Transfer: money moving between your accounts (savings, card payments)

Filter the list with All / Expenses / Income / Transfers. Tap Add to create a schedule, or tap one to edit it.

Repeats

  • Does not repeat: once, on the chosen date
  • Daily: every N days
  • Weekly: every N weeks on the selected days
  • Every 2 weeks: on the start date's weekday
  • Monthly on a date: every N months on a day of the month, or the last day. Months without that day (for example the 31st) are skipped.
  • Monthly on a weekday: every N months on, for example, the second Tuesday
  • Twice a month: the 15th and the last day
  • Yearly: every N years on the start date

The editor shows the next date the schedule will occur, so you can check the pattern before saving. An optional Ends on date stops the schedule.

Per-date changes

To skip one occurrence or change its amount, use the ⋮ menu in Plan → Overview (By day). The schedule itself isn't changed.

Deleting

Deleting a schedule also deletes transactions already recorded from it. You'll be asked to confirm.