MoneyCoach Calendar helps you plan better by showing past, current, and future transactions by date. Use it when you want to understand what happened on a specific day, prepare for upcoming bills, or add a transaction directly to a selected date.
TL;DR
- Open Calendar from the Days Until Next Salary card or from a transaction list.
- Review daily totals directly on the calendar.
- Tap a date to see that day's transactions.
- Tap a transaction to edit it.
- Tap the + button from a selected date to add a backdated or future transaction.
Video Tutorial
Note: This video may not fully reflect the latest version of MoneyCoach.Step-by-step guide
- Open Overview and tap the Days Until Next Salary card, or open a transaction list and tap the Calendar icon.
- Review the daily totals shown in the calendar.
- Tap a date to see the transactions for that day.
- Tap a transaction if you need to review or edit it.
- To add a transaction for that date, tap the + button.
- Complete the transaction details and save.
When you add from a selected date, MoneyCoach preselects that date for the new transaction. If you opened Calendar from a specific account list, MoneyCoach can also keep that account context.
When to use Calendar
Calendar is useful when the date matters more than the category or report view.
Use it to:
- Check what you spent on a specific day.
- Review upcoming bills and future transactions.
- Add backdated transactions without manually changing the date.
- Add planned transactions for a future date.
- Review account-specific activity from an account transaction list.
Additional information
Calendar is especially useful together with payday settings and future transactions. If you want MoneyCoach to plan around your real financial month, see How To Customize Your Payday Settings. If you want to control whether future-dated transactions affect calculations before their date arrives, see How To Disable Future Transactions.
