Using the Financial Planner

The Financial Planner is a calendar for tracking income and bills, with debt-to-income tracking and email reminders.

Adding entries

Click any day on the calendar to open that day's entries, then click "Add Entry for This Day." Bills and income can repeat weekly, every two weeks, monthly, or yearly.

Debt-to-income ratio

Mark a bill as "counts as a debt payment" to include it in your debt-to-income ratio, shown in the sidebar for whichever month you are viewing.

Balance projection

Open "Notification & Balance Settings" and set a starting balance and date. Each day on the calendar will then show your projected balance, in red if it is expected to go negative.

Email reminders

Turn on notifications in the same settings panel, then enable "notify me" on individual entries. Reminder emails come from notifications@xerionsoft.net.