Cut-off must fall before the due date — earlier that month, or the month before.
Insights
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Balance on the 25th of each month
Account onlyAccount + savingsgreen = positive · red = negative
Y axis
X axis
Tap a point to highlight its date and amount. Scroll sideways to see further ahead.
Scroll sideways and vertically to move around the forecast.
Account onlyAccount + savingsgreen = positive · red = negative
Y axis
X axis
Tap a point to highlight its date and amount. Scroll sideways to see further ahead.
Categories
Recurring
Add item
New expenses default to Manual. Choose Automated for direct debits, standing orders or other payments that happen automatically. For recurring, instalment and fixed-date rules, this setting applies to every transaction generated by the rule.
Starts from the date above and repeats indefinitely unless an end date is set.
Set the end date for the current rate above. Each new rate starts the day after the previous rate ends; give each new rate its own end date if it changes again later.
Each new rate starts after the previous rate ends. Give each new rate an end date if it changes again later.
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Calendar
Add salary
Leave end date blank if this is your current/ongoing salary.
Share incentive is deducted from gross pay before tax, like pension.
Automatically increases by £5 for every hour of overtime that month.
If the calculated pay date falls on Saturday or Sunday, it is brought forward to the closest working day.
If the cutoff falls on Saturday or Sunday, it is brought forward to the closest working day.
Edit this occurrence
Changes here only affect this one occurrence — the recurring/financed rule is unchanged.