Upcoming
The Upcoming page shows all your scheduled and recurring transactions — bills, subscriptions, and income — before they happen. Navigate to it via Upcoming in the left sidebar.
Summary Cards
Four cards at the top give you an instant cash flow snapshot for the current month:
| Card | What it shows |
|---|---|
| Bills Paid | Scheduled expenses posted this month vs. total scheduled (with a progress ring) |
| Remaining Expenses | Sum of unpaid scheduled expenses still due this month |
| Expected Income | Sum of scheduled income still to arrive this month |
| Available After Bills | Current account total + expected income − remaining expenses |
Available After Bills tells you whether you're in the clear for the month at a glance.
List View
The default view groups upcoming items into timeline bands:
| Band | Items shown |
|---|---|
| Overdue | Past due, not yet posted |
| Today | Due today |
| Tomorrow | Due tomorrow |
| This Week | Due in the next 7 days |
| This Month | Due later this month |
| Later | Beyond this month |
| Posted This Month | Paid/posted items (collapsible) |
Each band shows a subtotal (item count + total amount). Overdue and Today bands have a Post All Due button to post every item in the band at once.
Calendar View
Click the calendar icon in the toolbar to switch to calendar view. The month grid shows colored dots on each date:
- Red dot — overdue or past expense
- Amber dot — expense due on that date
- Green dot — income on that date
- Green check — paid/posted item
Click any date to open a detail panel below the grid showing all scheduled items for that day.
Use < and > to navigate between months. The current month is the default.
Scheduled Item Actions
Every item in the list or calendar detail panel has four actions:
| Action | What it does |
|---|---|
| Post Now | Creates a transaction immediately, advances the schedule to next occurrence |
| Skip | Skips this occurrence, advances to next without creating a transaction |
| Edit | Opens the edit dialog to change amount, date, frequency, etc. |
| Delete | Permanently removes the scheduled item |
90-Day Cash Flow Forecast
Below the list/calendar, a line chart projects your account balance 90 days into the future based on all scheduled transactions.
- The dashed gray line marks your current balance
- If the projected balance goes negative, a dashed red line marks $0
- Hover any point for the date, label, and projected balance
- Click the header to collapse/expand the chart
The forecast is a planning tool — it assumes all scheduled items post on time and no unscheduled spending occurs.
Adding Scheduled Transactions
Click + Add Scheduled in the toolbar. Fields:
| Field | Notes |
|---|---|
| Payee | Free text |
| Amount | Positive for income, negative for expense |
| Account | Which account it posts to |
| Category | Optional; auto-assigns when posted |
| Frequency | Once, Daily, Weekly, Every 2 Weeks, Monthly, Yearly |
| Next Date | When the next occurrence is due |
| End Date | Optional; stops generating after this date |
| Memo | Optional note |
Auto-Post on Page Load
When you open the budget page, any overdue scheduled transactions are posted automatically. A toast notification lists what was posted. This keeps your budget up to date without manual intervention.
Plaid Auto-Match
If bank sync is enabled, incoming Plaid transactions are automatically matched against your scheduled items. A match is made when:
- Payee name normalizes to the same value
- Amount is within 10%
- Date is within 5 days
A matched transaction is auto-confirmed and the scheduled item advances to its next occurrence. This prevents duplicate entries when a bill you already track in Upcoming arrives from your bank.
Post All Due
The amber Post All Due button in the toolbar (visible when at least one item is overdue) posts every overdue and today-due item in a single action. Each posted item advances to its next scheduled date.