The Calendar

The Calendar screen allows you to see both your historical bank balance and your future forecast bank balance. The calendar shows the full month, plus a few days before and after.

Use the calendar to see how you are managing your money. The calendar is the best tool to see your financial future. 

Top Tips

1. Use the calendar to help build your financial plan.
2. Clicking on a day will show you the transactions for that day and allow you to enter a new budget item.
3. Use the graph button to ensure you are living within your means.

This screenshot shows you the whole calendar. 

The current day is highlighted by a border, shown here in yellow.

Icons

The icons from the top of the page allow you to perform extra functionality.

The graph icon allows you to see if you are living within you means for a given month.

The transaction icon allows you to view all the transactions for a month. 

The Account switch icon allows you to change the account you are viewing.

Navigation

You can navigate forwards or backwards by one month by clicking on the navigation icons. Shown above in yellow.

Health bars

Health bars provide a quick overview of how your finances are performing, based on the health levels set for the account. 

Health bars reflect the healthy and unhealthy limits which are set for each account. Balances above the healthy limit are shown in Green and unhealthy in Red, anything in between is Blue.

In this example, the health bars are highlighted in yellow. For this account, the healthy balance is £1000, and the unhealthy balance is £500. 

Daily Balance

Each day contains the day, the daily balance and whether there is income or expense.