Creating a reminder
Reminders live on each account's Reminders tab (checking, savings, and cash accounts only). Open the account, click Reminders, then click Create in the top-right.
The form fields
The Create Reminder form has seven fields:
- Payee — the payer or payee name for the recurring transaction. 2–64 characters. This is what shows up in the forecast table, so make it readable:
Rent,Paycheck,Netflix. - Amount — the amount of each occurrence. Positive for inflows (paychecks, interest), negative for outflows (rent, bills). Type it as a decimal (
-1250.00). - Frequency — Daily, Weekly, Monthly, or Yearly. See Frequency and scheduling.
- Every — a multiplier on the frequency (1, 2, 3, 4, 5, or 6). "Every 2 Weeks" means biweekly. "Every 3 Months" means quarterly.
- Start Date — the date of the first occurrence. Future occurrences are derived from this by repeatedly adding Frequency × Every.
- Linked Account — optional. Use this to tie a monthly reminder on a checking account to a credit-card balance. See Linked accounts for the full picture. Leave it blank for a normal reminder.
- Summary — not editable; shows a plain-English summary of when the reminder will fire next. If you're editing an existing reminder, this reads something like "Occurs every 1 month starting Tuesday, Mar 1, 2026."
Click Create and it appears in the Reminders table and starts feeding the forecast immediately.
Common examples
Monthly rent.
- Payee:
Rent - Amount:
-1800.00 - Frequency: Monthly, Every: 1
- Start Date: next 1st of the month
- Linked Account: (blank)
Biweekly paycheck.
- Payee:
Paycheck - Amount:
2400.00 - Frequency: Weekly, Every: 2
- Start Date: the next payday
- Linked Account: (blank)
Yearly insurance premium.
- Payee:
Car Insurance - Amount:
-650.00 - Frequency: Yearly, Every: 1
- Start Date: the next renewal date
- Linked Account: (blank)
Monthly credit-card payoff. See Linked accounts.
Editing a reminder
Each row in the Reminders table has a pencil icon. Click it to open the Edit Reminder form, which shows the same fields. Changes take effect immediately — the forecast and Cashflow projections re-draw with the new schedule the next time they render.
One thing to watch: if you change the Start Date on a reminder that's been running for a while, historical occurrences in the past don't move (the reminder was never producing real transactions to begin with), but the forecast does recompute from the new date forward.
Deleting a reminder
Click the trash icon, confirm the prompt. The reminder is removed and future occurrences vanish from the forecast. Like creating, the delete takes effect immediately and real transactions (if any) that were tied to this recurring payment are untouched.