Calendar
See your money on a month grid, open day details, and select several days for combined totals.
Written By Pedro
Last updated 5 days ago
The Calendar shows your money on a month grid: posted transactions, items waiting in Review, upcoming scheduled and recurring activity, and goal dates, all in one place. Open it from Calendar in the sidebar, or from the bottom navigation on mobile.
What appears on the calendar
Three layers feed the calendar. The chips above the grid switch each one on or off and show how many items the viewed month contains. Your choice is remembered per budget.
Transactions: posted rows and imported rows waiting in Review.
Scheduled: future-dated rows plus projected occurrences of recurring series. Projections appear with a dashed outline in the day panel before they become real rows.
Goals: funding prompts and deadlines from your goals. They never count as income or spending.
Reading the month grid
Each day lists its items and shows a net amount. Transfers stay out of day totals, since money moving between your own accounts is neither income nor spending.
Today carries a colored top edge, and the selected day is highlighted.
A repeat icon next to the day number means the day contains recurring activity.
The thin color bar at the bottom of a day previews its category colors. It follows the Show category colors setting.
Days from the previous or next month appear muted at the edges of the grid; clicking one jumps to that month.
The first column follows the Start week on setting, and weekends are lightly tinted.
Day details
Click a day to see it in the side panel: the day’s net amount, a category breakdown, and a card for every item. Right-click a card for the same actions the register offers, including Approve and Reject for items in Review. Clicking a card opens it in the register. The panel can be resized or collapsed, and the plus button adds a transaction on that day.
Select several days at once
On desktop, click a day, then hold Shift and click another day to select every day between them. The side panel switches to a summary of the whole selection: inflow, outflow, net, a category breakdown, and each day’s items grouped under its date. Useful for questions like how much still leaves your account before payday.
Selections can cross months. Navigate to another month and Shift-click the end day, or Shift-click one of the muted days at the edge of the grid. The selection stays put while you move between months.
Click any day, press Escape, or use the X in the panel header to return to a single day.
A selection can cover up to 92 days.
ℹ️ Desktop for now: on mobile the calendar keeps single-day selection.
Calendar on mobile
Mobile shows a compact month calendar above a continuous timeline of days. Tap a day in the mini calendar to jump the timeline there; scrolling the timeline moves the month with you. Category dots, a repeat icon, and a goal icon under each day preview what it holds. The mini calendar collapses behind the arrow button when you want more room, and the add button creates a transaction on the day you are viewing. Tap a card to see its actions.