Cashflow guides

Cashflow Across Years

Another year or the next twelve months, an amount that changes from a date, and stopping an item from a year.

Each year is worked out from the items: what repeats carries on until its Ends, while Once and dates set to these dates only stay put.

Look at another year

  1. Choose the year at the top of any Cashflow page: Next 12 Months, a year, Other Year… or This Year.
  2. A year that isn’t this one shows a band saying it is worked out from the items as they stand.
  • Show Stopped Items outlines items that stopped before the year shown.

Change an amount from a date

  1. Choose + on Amount, then the New amount and From. Apply as makes it a change or a new item from that date.
  2. Choose ⟲ for the periods; each row’s ⋯ has Edit… and Delete.
  • Typing in Amount while a later year is shown asks where to apply it.
  • Duplicate from Date… on a row starts a copy and ends the original the day before.
  • Delete Item in a later year offers Stop from that year.
Note: A later year is for planning, not a recommendation.

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