Plan and Monitor

Plan and Monitor page shows an easy to view projection of the expenses:

Toolbar

  • Refresh - refresh the projection
  • Setup - go to Setup
  • Help Desk - submit a question or issue report

Projection

This section contains the initial balance at the top with the list of the events from the selected calendar in the order of their start time and analysis of their impact on the initial balance

Events consist of impact indicator icon and three lines describing the event:

  • Event start time
  • Event title
  • Identified impact on the balance (expense or income) and resulting new balance (where applicable)

Event icon can be one of the following:

  • Up - event has a positive impact on the balance. Ex: paycheck, money transfer to you.
  • Flat - event has no impact on the balance.
  • - event has a negative impact on your balance, meaning a reduction in your balance.
  • Error - your have less than 20% of the initial balance left.
  • - you have exhausted your initial balance! Avoid this at all costs!