How to change an account on a Plan
Ending a Plan and Starting a new One
Overview
Switching accounts is simple: just tap the account name at the top of the screen and select another one. Changing the account within a Plan is a bit more involved, however.Use this when the same recurring expense should be paid from a different account (e.g., move “Groceries” from Personal → Joint).
Before you startEnsure the new account exists: Settings → Accounts.
Decide the effective date (typically the next due date).
Open the Expense Plan
From the forecast list, tap the next occurrence of the expense you want to move (or open the plan directly on the main ledger).
Tap “Edit Plan”
Opens the full plan form.
End the current plan (you cannot change its account)
Set an End Date (all the way at the bottom of the form) so the plan stops on the current account right before your effective date.
Save.
Create the new plan on the target account
Open the account first
Tap +/− → Expense/Outflow Plan.
Select the new account (e.g., Joint).
Re-enter the same Category, Amount, and Schedule.
Set the Start Date to your effective date (usually the next due date).
Save.
Past occurrences remain on the original account; future occurrences appear under the new account starting on the Start Date.
If the expense uses Transfers, mirror those settings in the new plan too.
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