Add a new Plan / Bill / Forecast
Create a recurring plan, choose its schedule, and use current shortcuts such as End After and Copy Plan.
Create a plan
- Tap the +/- control and choose the plan type.
- Choose the title or category, then enter the amount and account.
- Under Repeats Every, choose Once, Day, Week, Semi, Month, Year, or another available interval.
- Choose when the plan begins and review optional settings.
- Save the plan.
Useful plan shortcuts
- End After: enter a repeat count to calculate the ending date, or choose an ending date to display the corresponding repeat count.
- Copy Plan: prepares a new editable plan using the existing plan details. Adjust any fields before saving it.
- Subtitle suggestions: Foreseenly can suggest subtitles you previously used for plans and single transactions.
Changing a start date: If the change would leave an earlier scheduled transaction behind, Foreseenly shows its date and asks whether to keep or remove it.
To change an existing plan, choose when the updated schedule should begin. Earlier transactions remain unchanged.
Need more help? Search this product's help articles, share a product idea, or send a ticket if you still need help.
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