Even out check arrival month in spending plan
One of our checks arrives some months on the last day or two of the month, and other months on the first day or two of the month.
That makes our spending plan frustrating because it makes it look like our income (and thus our remaining to spend amount) is bouncing up and down, even though our actual monthly income is super stable.
Feature request is a way to auto count that check in a consistent monthly pattern, whether it hits on the 30th or the 1st.
Comments
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@resaxon, thanks for posting your suggestion to the Community!
I went ahead and moved this out of Feature Requests for now so we can do some educating. First, to set up your Spending Plan to account for your income in each month, you can do so via the Recurring Series feature:
Doing so will allow you to budget properly within each month. And then if a paycheck transaction downloads in the wrong month, you can simply edit it to correct the date. The month the transaction is dated for is the month's Spending Plan it will count toward. Here is our article on editing transactions:
Let us know if this helps!
-Coach Natalie
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