How Does It Work

Paycheck Planner has two critical components to it - Setup and Plan/Monitor. Make sure to go over both before starting to use this tool.

Here is how the Paycheck Planner add-on works:

• Start by setting up your projection in the Setup page
• Enter an amount for each event within the period of time you set up in the Setup page. Add or updated events as needed to arrive at an accurate expense projection for that period.
  
  • Amount always starts with either a plus or minus signs, depending on the type of impact - income or expense
  • Amounts can not have currency symbols and can be decimals
    • Incorrect: +$45, 45, -$12.34
    • Correct: +45, -12.34
  • Amounts must be surrounded by spaces.
    • Incorrect: "Zoo trip. Tickets are -36for 3 members"
    • Correct: "Zoo trip. Tickets are -36 for 3 members"
• Enter amounts either in the event titles or notes
  • Only one and the first detected occurrence of properly entered amount will be used in the projection
• Make it a habit to always enter amounts, whether known or guesstimates, as you update your calendar. This will make it easier to run projections at any time you might need.