Plan

Schedule

Upcoming dated expenses from your plan—search, filters, and this-cycle insights.

Overview

Schedule is a calendar of upcoming payments from your plan: dated expenses on boxes, from today forward. It is not a separate bank calendar—rows open the same expense you edit on Plan.

Only expenses with a complete payment schedule appear. Amounts show in the budget currency. The list starts about 3 months ahead and can extend by scrolling up to about 36 months.

Search and filters

  • Search matches expense names (list field; separate from the filter sheet).
  • Filters (AND-combined): Box (one or all) and Date presets—Any, This cycle, Next 7 days, Next 30 days, This month, Next 3 months, or a custom range.

Cycle insights

This cycle runs from the budget refill day through the day before the next refill. If refill day is unset, the cycle is the calendar month.

Insights include this-cycle total and payment/box counts, upcoming totals (Today / Tomorrow / Next 7 days), and this cycle by box. On phones, open insights from the Schedule app bar; wider layouts show more on-page.

Empty state

If nothing qualifies, Schedule says there are no upcoming expenses with payment dates—add payment days on expenses or adjust filters.