I have simplify set up for manual. How do I go to next month? (edited)

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tim d
tim d Member
edited December 2023 in How do you Simplifi?

I have simplify set up for manual. How do I go to next month?  

how can I tell if the message has been sentg

 

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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    Do you mean you created manual accounts rather than bank-linked accounts? If so, it works mainly the same for you as everyone else.

    (1) The transaction register, you just enter whatever date/month. If it's a future date, it only shows in the upcoming carousel under the cash flow chart for the account because it's in the future.

    (2) If you're looking at the Spending plan, there are arrows at the top (web app) that allow you to move back and forth by month (up to 12 months in the future, I believe). They look like this:

    If you're referring to another area in the app, ask more specifically by telling (1) whether you are on the web or mobile app and (2) What screen you are on when you have this issue.


    Rob Wilkens

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