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Budgeting Basics

Calendar View

See transactions by day, drill into a date, track annual and multi-year renewals that auto-flow into your budget, and spot patterns the list view hides.

Lists are good for searching. Calendars are good for seeing rhythm. The Calendar view shows the same transactions arranged by day, which makes weekly and weekend spending patterns obvious.

Open it

Go to Calendar in the main nav.

You'll see a month grid. Each day with at least one transaction shows a small marker — a colored dot per category type (income, expense, savings).

Drill into a day

Tap any date to see every transaction logged on that day, with category and amount. From there you can edit or delete a transaction the same way you would from the Transactions list.

Move between months

Use the arrows at the top of the grid to step backward or forward, or tap the month name to jump to a specific month.

What it's good for

  • Spotting weekend-heavy spending — Saturdays and Sundays light up across the grid.
  • Catching missed days you forgot to log.
  • Confirming a recurring transaction (rent, paycheck) actually landed when expected.

Annual and multi-year renewals

Annual events still render on the Calendar grid on their real occurrence years — a 5-year CPL won't clutter every May — and tapping one on the calendar opens the same editor. The full management list (sort by next renewal, see year-aware countdowns, edit or add events) lives on its own page now.

See Annual Events for the full workflow: adding events, picking Yearly / multi-year intervals, linking to a budget category, and the Dashboard Apply-to-budget chip that fires in the renewal month.

What it's not

  • A calendar of future events. Recurring categories don't auto-create transactions on a date — they just live in the budget. If you want a future-projection view, see Lab > Insights.
Last updated May 10, 2026