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.

Inside the plan edit screen, update the date, choose when the change should begin, and save. Foreseenly updates forecast entries from that point forward.

Check the earlier date: If the changed start date would leave an earlier scheduled transaction behind, Foreseenly shows its date and asks whether to keep or remove it.
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