This article gives you an overview of the functions in the Planner tool when you access it on your web application. This is useful for gaining a strong foundation on how to use the Planner tool effectively and we would recommend for you to read about it.
However, if you would like to dive straight into using the Planner tool, you can access the next steps on how to set up and how to manage your Planner.
1. Predictions - what are they?
Predictions - what are they?
Predictions are specified transactions that feed into the information your Planner uses to show where you will be at with your finances.
They can either be a 'Incoming' or 'Outgoing' prediction. As the name suggests, when you set a transaction as 'Incoming' it will be reflected as a positive balance in your Planner tool and vice versa for 'Outgoing'.
You will notice as you use the Planner tool, a big part of it comes down to interacting with your transactions. We will be talking more about transactions in the next articles on setting up and managing your Planner.
This function lets you change the way you see your predictions depending on your needs.
Today and the Date range
This function allows you to customise the time period you would like to see on your Planner.
This function lets you choose which accounts you want to reflect on your Planner.
This function lets you quickly see a snapshot of your predicted balance summary for a specific date.
This function lets you manage predictions by individual bank accounts. For example, if you have a savings account and a current account transactions included in your Planner's prediction, and would like to remove all predictions under the current account, you can do so with this function.