Help/Foreseenly CashFlow/Income (and Expense) Plans
Foreseenly CashFlow - Accounts & Plans

Income (and Expense) Plans

Setting up Income Plans

Updated 2026-02-13 KB article Includes visuals

Overview

Income (and Expense) Plans screenshot

Each Plan form has these entries:

🔹 Category: This is the general type (Salary, Rent, Utilities, etc.).
If you have multiple salary sources, you can:

• Either create separate salary categories

• Or more simply, keep “Salary” and give each one a different

🔹 Subtitle: The Subtitle helps distinguish them (e.g., “Company A”, “Side Job”, etc.).

🔹 Amount: The recurring amount you receive or its estimate.🔹 Repeats Every: How often you receive it (monthly, weekly, etc.).🔹 On Date: This is the first (next) date you will receive this income. When you tap directly on the date, the calendar appears (as shown in the screenshot). Select the correct date, then tap Done.
If you receive income on the last day of each month, you can enable: “On the Last Day of Every Month?” - The app will auto-calculate those dates.
🔹 Adjust For: This is an advanced feature.
It automatically shifts dates to real business days if income lands on weekends or holidays. It moves dates back for income and forward to adjust for any non-bank days.Optional Features Explained:


🔁 Transfers From/To: Used when moving money between accounts (for example, salary → savings). Not needed for standard income. Since v1.15.3 you have the ability to offset the clearing dates (settlement) of the transfer between accounts, so that on one account the transaction clears on a different date than on the second account.🔔 Alert Me!: Creates an iOS reminder. More useful for manual payments, but can also help if income is irregular.🔄 Auto-clear Transactions: If ON (green): The income automatically updates your balance on schedule. If OFF: You manually “clear” it with actual date and amount. For fixed salary, keeping this ON is usually correct. Note: a quick clear feature has been recently expanded available via swiping on the relevant transaction.🛑 End Repeat Date: If your income has a final date (e.g., contract ending), set it here.
Final notes:
  • If any scheduled income is not coming in, simply edit that single forecasted transaction you see under the chart and change the amount to 0. The forecast will instantly adjust.
  • This general structure works the same way for Expenses.

    ✅ You can setup as many Income & Expense plans as you like and create as many Accounts or Categories as you like!

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