Hi Hamza, this is live. Open the Calendar and it now looks through your bank history for charges that repeat, then pencils each one in on the day it usually comes out, under the budget category those charges already sit in. They show as dashed chips so you can see where everything lands before committing to any of it, and the past charges are drawn in too, so the month reads as a pattern rather than a lone prediction. :)
A banner at the top lists everything it found. Add one, Add All, or Dismiss the ones that are not real recurring expenses (dismissed ones stay gone). Once added, it becomes a normal dated expense on your budget: it counts toward your totals, gets the green check when the payment comes through, and feeds Cash Safe to Spend. Nothing is counted until you add it.
Two limits worth knowing: it needs at least two charges to recognize a rhythm, so a freshly connected bank with a short history will show fewer at first and fill in as months go by, and it skips every-two-month and quarterly charges on purpose since those were too unreliable to put on a specific day.
Thanks for the request, this one made the calendar useful for a lot of people. Let me know if anything lands on the wrong day.
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team@waypointbudget
Sep 16
Hi Hamza, this is live. Open the Calendar and it now looks through your bank history for charges that repeat, then pencils each one in on the day it usually comes out, under the budget category those charges already sit in. They show as dashed chips so you can see where everything lands before committing to any of it, and the past charges are drawn in too, so the month reads as a pattern rather than a lone prediction. :)
A banner at the top lists everything it found. Add one, Add All, or Dismiss the ones that are not real recurring expenses (dismissed ones stay gone). Once added, it becomes a normal dated expense on your budget: it counts toward your totals, gets the green check when the payment comes through, and feeds Cash Safe to Spend. Nothing is counted until you add it.
Two limits worth knowing: it needs at least two charges to recognize a rhythm, so a freshly connected bank with a short history will show fewer at first and fill in as months go by, and it skips every-two-month and quarterly charges on purpose since those were too unreliable to put on a specific day.
Thanks for the request, this one made the calendar useful for a lot of people. Let me know if anything lands on the wrong day.