Management Walkthrough

Transaction Calendar

A calendar view of your spending. See which days hit your wallet hardest, spot patterns, and categorize transactions without leaving the view.

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Overview

What is the Calendar?

The Calendar is a monthly view where each day shows its transaction total and a color intensity based on spending—essentially a heatmap of your financial activity. Darker cells mean higher spending; light or empty cells are low-spend or no-spend days.

Click any day to open a side panel with that day's individual transactions. You can confirm or change categories right there, without switching to the Transactions page. Recurring transactions are marked with an icon so you can distinguish regular charges from one-off purchases.

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Step by Step

Step-by-Step Guide

1. Open the Calendar

Navigate to Management → Calendar. The current month appears by default. You can also arrive at a specific month by clicking a bar in the Cash Flow chart.

2. Read the Heatmap

Darker cells mean higher spending. Light or empty cells are low-spend or no-spend days. On desktop, the weekly total column shows your spend per week for quick comparison.

3. Click a Day

The side panel opens with every transaction for that day, showing merchant, amount, and category. Scroll through to review each charge.

4. Categorize in Place

Click the category badge on any transaction to recategorize it using the same picker from the Transactions page. Changes save immediately—no need to navigate away or confirm separately.

5. Navigate Months

Use the arrow buttons to move between months. You can also jump directly to a specific month from the Cash Flow chart by clicking any month's bar.

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Pro Tips

Pro Tips

  • Spot recurring patterns: The recurring transaction icon next to a charge means it's from a recognized pattern. If you see an icon on something you didn't expect, it might be a subscription worth reviewing.
  • Pair with Blueprint: Use the Calendar alongside Blueprint for monthly budget reviews. Open both to reconcile what you spent vs what you allocated.
  • Find your spending rhythm: The heatmap makes it easy to spot spending clusters. Every Friday a high-spend day? Mid-month spike from recurring bills? The pattern becomes obvious when you see it visually.

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