Overview
Plan is where you build the month: income and refill day, purpose boxes, dated expenses, and checks that the plan still fits. This section covers those objects and the tools that sit on them.
In this section
| Guide | What it’s for |
|---|---|
| Budget | Income, refill day, Remaining, and editing when life changes |
| Boxes | Funding Amount, expense-driven totals, and Goals on refill day |
| Plan Remaining | Income − allocated boxes → aim for about zero |
| Expenses | Dated recurring lines—frequency, payment dates, groups |
| Expense frequency | How often a bill repeats and monthly parts |
| Payment-day reminders | Reminders for planned payment dates |
| Schedule | Upcoming dated expenses from today forward |
| Expense groups | Labels that help Transactions Analysis |
| Expected in account | How much to keep for upcoming bills |
| Plan Analysis | Needs / Wants / Savings quality of the plan |
| Transactions Analysis | Drift between plan and recent charges |
| Loans | Planning loan repayments in boxes |
New to Liquify? Start with Getting started and The box method.