Help/Foreseenly CashFlow/How can I change the date that each month starts on?
Foreseenly CashFlow - Accounts & Plans

How can I change the date that each month starts on?

How to Change the Recurring Plan Date

Overview

You can easily update the date of a recurring plan by editing it. There are two ways to do this:

  1. From a transaction: Tap on any forecasted transaction under the plan and select Edit Plan.
  2. From the main Ledger: Locate the plan you wish to modify and tap on it.

Once inside the plan edit screen, update the On Date and save the changes. This will automatically regenerate all forecasted transactions from the new date onward.

Important Note:

If your original plan started on the 1st and you change it to a later date, an extra forecasted transaction may remain under the old date (the 1st). If this happens and that transaction is not needed, simply tap and delete it or swipe left on it to remove it.

Need more help? Search this product's help articles, or send a ticket if you still need help.

Was this article helpful?

Your vote helps QApps find articles that need clearer steps or better screenshots.

What was missing?

Submit help ticket