Calendar

All your money events in one place: bills, card statements, income, and recurring charges. (Plus+)

The Calendar

The Calendar (Plus and above) lays out everything with a date — so nothing surprises you.

What appears on it

Four sources are merged automatically:

  • transactions with dates or due dates;
  • recurring series projected into the future (including custom "every N days" schedules);
  • scheduled items like bills and taxes;
  • credit card bills, dated on each card's due day, with live amounts (see Credit card statements and bills).

Views and filters

  • Views: Year (overview, click a month to open it), Month (the main grid), Week, and Due list — a simple list of everything due in the next ~45 days.
  • Type filters: All, Bills, Cards, Income, Loans, Subscriptions, Tax.
  • Search box for finding an item by title, account, or note.
  • Summary cards above the grid: items in view, outgoing, incoming, and the next due date.
  • Navigate with previous / next / Today.

Working with a day

Click any day in the Month view to open the day detail panel: each item with its amount, account, type, and a status badge — Scheduled, Auto-pay, Review, Paid, or the red Payment due for an overdue card bill.

Card bills are actionable: click one (in the day detail or the due list) to open the pay-bill modal and mark it paid on the spot.

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