Calendar tab
Tap Calendar to view your budget events, as well as forecast and actual daily balances. You can also edit existing budgets or create new budgets from the Calendar:
Viewing budgets on the calendar
The Calendar shows you, at a glance, when you have budget events scheduled.
First, ensure that the Calendar is set to view Budgets.
A green flag indicates an income budget, whereas a red flag indicates an expense budget. Grey flags indicate transfer budgets.
Tap on a date to view the budgets scheduled for that day:
Creating, editing, and deleting budgets
Tap the + icon in the top right to create a new budget, or tap on an existing budget to edit or delete the budget:
For more detail on creating, editing, and deleting budgets, please see: Creating, editing, or deleting budgets
Viewing balances on the Calendar
View balances on the Calendar by tapping Balances below the calendar.
The current date and any past dates will display the actual balance at the bottom right, whereas any future dates will display the forecast balance.
Scroll down to see a breakdown of contributing account balances.
- For the current date and any past dates, you'll be able to see the forecast balances compared to your actuals.
- For any future dates, only the forecast balances will be displayed.
You can read more on the mobile apps in our overview here: Mobile: Overview of PocketSmith mobile apps.