Future transactions
The app allows you to plan and manage your future payments with ease. Here's how you can set up and view upcoming transactions:
Setting Up a Future Payment
Enter a New Expense:
Tap the Add button on the bottom navigation bar and select Expense.
Input the amount of the expense (e.g., $25).
Set the Date:
Tap on the Date field to choose when the payment is due.
You can select a future date by tapping the plus (+) icon until you reach the desired date or click in the field to open the whole calendar.
Reminder: By default, a reminder is set for one day before the transaction. Please ensure that Smart Notifications are enabled in your settings to receive these alerts.
Categorize Your Payment:
Select a category that best fits your expense (e.g., Pets).
Save the Payment:
Once all the details are entered, tap the Save icon (✓) in the upper right corner to store this future expense.
The default reminder alert for future transactions is only enabled if Smart Notifications are turned on in your settings. This feature is incredibly useful for helping you remember upcoming bills and ensuring you’re always prepared. Make sure to enable Smart Notifications to take full advantage of this feature!
Viewing Future Payments
Navigate to Transactions:
Go to the Transactions tab from the bottom navigation bar.
Upcoming Transactions:
Under the Upcoming Transactions section, you will see a list of your scheduled payments.
Each entry shows the date, category, and amount of the future payment.
Edit or Delete:
To edit or delete a future payment, tap on the transaction from the list, make your changes, and save, or select the delete option.
When more than five upcoming payments are scheduled, the app will only display the most recent ones in the transactions view. To see the complete list of your upcoming payments, simply tap the clock icon with a forward arrow located in the app bar at the top. This ensures you can easily manage and review all your future transactions without cluttering your main screen.
Managing Recurring Payments
When you set up a recurring payment, only the next upcoming payment is created initially. This approach is designed to keep your transactions screen uncluttered and focused. Here's what you need to know:
Single Instance Creation: Only the next payment in the series is shown in your upcoming transactions. This prevents your screen from being overwhelmed with multiple future payments.
Easy Modifications: If you need to adjust a recurring payment, simply modify the next upcoming instance. Any changes you make will automatically apply to all future payments in the series. This makes it straightforward to update recurring expenses without needing to edit each one individually.
This system ensures your financial planning remains both organized and flexible, allowing for easy adjustments as needed.
Managing your future payments helps you stay on track with your financial goals, ensuring that you’re prepared for upcoming expenses.
Last updated
Was this helpful?