Page tree

The calendar provides a daily view of your finances. From it, you can:

  • View your daily cash balances. Balances for current and past dates are actual, balances for future dates are projected based on your bill and income reminders.
  • Enter and edit transactions and reminders.
  • Create calendar notes.

To view your financial calendar, select the Bills & Income > Bills (or Bills, Income & Transferstab, then select Calendar View. 

To enter a register transaction or bill reminder from the calendar

To edit a register transaction from the calendar

To edit a reminder from the calendar

To create a calendar note

What does the calendar's color-coding mean?