Planned income and expenses

Transactions describe future changes to your balance. Income raises the forecast; an expense lowers it.

Add a transaction

1. Open the Transactions tab.
2. Select the add button.
3. Enter a clear name.
4. Choose Income or Expense.
5. Choose a category.
6. Set the repeat frequency.
7. Enter the currency and amount.
8. Choose the date or schedule day.
9. Add an optional note if useful.
10. Select Save.

Frequencies

• Once — a purchase, trip, tax bill, or other payment on a specific date.
• Weekly — repeats after the chosen number of weeks on a selected weekday.
• Monthly — repeats after the chosen number of months on a selected day.
• Yearly — repeats every year in the selected month and day.

If a month does not contain the chosen date, the transaction is scheduled for that month’s final day. A monthly transaction set for the 30th, for example, falls on 28 February—or 29 February in a leap year.

Examples

• “Salary”: income, every month, on the 10th.
• “Rent”: expense, every month, on the 1st.
• “Groceries”: expense, every week on Saturday, if you plan at category level.
• “Insurance”: expense, every year, on the next payment date.
• “Holiday”: expense, once, on the estimated payment date.

Change a schedule

The transaction menu provides actions to edit, pause, resume, and delete. Pausing is useful for a transaction that is temporarily irrelevant but should remain available.

After a change, review the transaction’s future events and the budget forecast. The calculation should reflect the revised schedule.

Common mistakes

• Income was entered as an expense, or the reverse.
• The transaction currency does not match the budget being viewed.
• The wrong day was selected for a monthly transaction.
• A one-off purchase was entered as recurring.
• The same transaction was added twice.