Setting an End Date on a Plan
Stop a repeating plan on a chosen date or use End After to set the number of remaining repeats.
End a repeating plan
Use the plan’s ending controls when you do not want it to repeat indefinitely.
- Enter a repeat count in End After to calculate the ending date.
- Choose an ending date to display the corresponding repeat count.
Review the calculated date or count, then save the plan. The forecast updates through that ending point.
Change the plan instead
If the plan should continue with a different amount or schedule, edit it and choose when the change should begin. You do not need to end it first.
If the changed start date would leave an earlier scheduled transaction behind, Foreseenly shows its date and asks whether to keep or remove it.
Keep the old plan as a separate reference: End the current plan, then use Copy Plan to prepare a new editable plan. Set the new schedule and next start date before saving.
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