Cashflow guides

How an Item Repeats

Repeats, the weekend rule, Ends, and dates with their own amounts.

An item repeats one of nine ways: Every week, Every 2 weeks, Twice a month, Every month, Every 3 months, Every year, On specific dates, Dates with amounts or Once.

Set how it repeats

  1. In Items, choose the item, then choose Repeats.
  2. Beside it, choose On the day or Last day, the weekday, or Starting for Every 2 weeks.
  3. Under If it lands on a weekend, choose Pay the business day before, Pay the business day after or No change (Pay the Friday before or Pay the Monday after for Every 2 weeks).
  4. Under Ends, choose Never, On a date or After a number of times.
  5. Enter the Amount of one payment, or switch Per month (Per week, Per paycheck, Per quarter, Per date) to Per year to type the year’s total.

The Next strip (the Schedule footer on iPhone) shows the next three dates.

Dates with amounts

Each date has its own amount. Choose Add Date to add one, or Spread Evenly… to split a year’s amount across the dates. Repeats each year carries them into next year.

Note: Once counts in its month and year, not in monthly figures.

The same article is in the app, under Help. Synced from the Planner repository at bd30077, 2026-11-09.