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Future

Available onAndroidiOSWeb

Bills you know are coming can go into the app before they happen. A transaction dated after today is an upcoming transaction: it's planned in your budget but only changes your balances on its date.

Schedule a future transaction​

  1. Tap Add in the bottom bar and choose the type, for example New expense.
  2. Enter the amount.
  3. Set the Date to a day after today: tap + to move forward a day at a time, or tap the date to open the calendar.
  4. Fill in the account, category and anything else, then tap the checkmark.

To make it come back every month or week, also turn on Repeat; see Recurring transactions.

Reminders​

For a future date, the Date row shows a bell. When reminders are on, it reads Reminder on and the app notifies you before the transaction is due. Tap the bell to turn the reminder on or off for that transaction.

  • The reminder is switched on automatically when the app is allowed to send notifications.
  • Choose how early you're notified with Reminder for transactions in More › Settings › Notifications & Alerts.
  • You can see your other reminders in Reminders.
Not available on the web

The web app can't send notifications, so you can't turn on transaction reminders there. Set them from the Android or iOS app.

See what's coming up​

The Transactions screen lists your next upcoming transactions at the top, above your recent ones. You can collapse or expand the section, and tap View all (or the Upcoming transactions icon in the top bar) to open the full list. It shows totals for income and expenses in the Next 14 days, This month and All upcoming.

In Change display settings (the filter icon on the Transactions screen), under Upcoming transactions, you can choose Days ahead to display and Reverse order.

Change or process an upcoming transaction​

Tap an upcoming transaction to see its details, then tap Edit to change it, or delete it.

If the payment has already gone through earlier than planned, mark it Cleared from its details. The app asks Process upcoming transaction?: choose Process now to date it today and update your balances, or Keep scheduled to leave it on its original date. For a recurring transaction, processing it also schedules the next one.

Free and Pro

On the Free plan you can have up to 10 upcoming transactions at a time. Pro raises this to 300.