How to apply monthly pay to next month? (edited)

Daniel Moore
Daniel Moore Member
edited January 23 in Using the Spending Plan
My spouse and I are both paid once per month. This is at or toward the end of the month and that income is then used for the coming month. Example: I'll be paid Jan 27 and my spouse Jan 31, that income is for February expenses and bills. Despite my best efforts, I can't make this app work with that without the dates getting wonky. Anyone else figured out how to make it work (without a ton of "work arounds?)



  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited January 23
    Hello @Daniel Moore,

    Thank you for reaching out to the Community!

    Unfortunately, I'm not coming up with a great answer for you aside from editing the date of the transactions to fall within the proper month. You can also set a custom 'Income' amount in the Spending Plan instead of using the calculated amount. More details and the steps to do so can be found here

    Hopefully some other users come along with great advice for you, but I hope this helps in the meantime!

    -Coach Natalie

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