How to plan future pay periods
Open future sheets to see where your scheduled income and expenses fall. Update the plan when amounts or dates change.
Choose a future Bill Sheet
Use the date selector to open an upcoming period. Future Bill Sheets are included with Plus.
Review each paycheck
Scheduled pay normally funds the sheet containing the official payday. A purple preview in an earlier sheet shows early availability without contributing to that sheet’s total.
Allocate early pay if needed
Open the preview and use “Use in this Bill Sheet” for a partial amount, or “Use full paycheck.” Review both date ranges, then Confirm. Set it back to zero to remove the allocation.
Review bills and contributions
Check planned payments, Goals, and Holds. If you change a payment date, the bill’s original due date stays in its details.