How To Plan Better Using The Calendar

To plan beyond next month in MoneyCoach, open Calendar. Use the month arrows to select a future month. Turn on Show projections to see eligible repeating transactions. A projection shows a future occurrence of a repeating transaction.

To review one bank account, open Calendar from that account's transaction list. On iPhone, open your accounts from the Accounts card on Overview. If Transactions is missing from your iPhone tab bar, open Overview, tap Settings, then open Customization > Tab Bar and tap Restore default tabs.

Open Calendar for a specific account

1. Open Accounts. On iPhone, open Overview and tap the Accounts card outside an account row. On iPad or Mac, select Accounts in the tab bar or sidebar.
2. Select the account you want to review.
3. Open the transaction list's More (…) menu.
4. Select Calendar.

Calendar uses the account you selected in Accounts.

Calendar also uses the list's search and transaction filters. To review all activity for the account, clear the search. Remove any filters that hide transactions.

You can also open Calendar from the main Transactions list. If the Payday Card is on Overview, you can open Calendar from that card.

When you open Calendar from Overview, Calendar uses the accounts selected for Overview. To change those accounts, select Accounts: x/y on Overview. Change the account selection. Tap Done.

View future months and repeating transactions

You can view months beyond next month.

1. Use the arrows beside the month to select a future month.
2. Open Calendar options (…).
3. Turn on Show projections.

Show projections adds eligible repeating transactions to future months. This example shows December after moving forward from October.

4. Select a day to see its transactions.
5. If the selected day's rows are below the screen, scroll down.
6. To return to the current month and date, tap Today.

A Projected badge identifies each projected transaction.

The selected day shows projected income and expenses. Its net amount is not a monthly spending total.

What the projections include

Projections appear only in months after the current month when Show projections is on.

Projections follow eligible active repeating transactions. The next occurrence and end date determine which projections appear in the displayed month. Projections exclude repeating transactions in online-banking accounts.

If an occurrence is already saved, Calendar does not add a second row for its projection. A saved transaction can appear in a future month even when projections are off.

Projected rows are for planning only. They do not create saved transactions or change account balances. You cannot edit a projected row. To change a projection, edit the main repeating transaction.

Calendar shows a daily net amount: income minus expenses. Transactions marked as excluded from calculations do not affect this amount. When projections appear, they contribute to the daily net amount.

Calendar has no separate monthly spending forecast. Projections do not cover every future expense.

Review or add a transaction

To review a saved transaction, select its date. Open the transaction.

To add a transaction:

1. Select a date.
2. Tap +.
3. Enter the transaction details. MoneyCoach uses the date you selected.
4. Check the account.
5. Save the transaction.

Additional information

Future Transactions controls whether transactions with future dates affect other app calculations. This setting does not turn on Calendar projections. It does not hide saved transactions with future dates in Calendar. Show projections controls whether Calendar shows projected transactions. See How To Enable Future Transactions In MoneyCoach.

To plan around your salary schedule, see How To Customize Your Payday Settings.

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