Help center · Reports
Month drill-down — planned/recurring vs unplanned
Tap a month → in-place expansion → Planned / recurring vs Unplanned.
On this page
When you tap a month card in the Reports strip, the drill-down expands in-place (not a new page). For past/current months, posted spend splits into "Planned / recurring" (rows that match a recurring template or planned item) and "Unplanned" (everything else). For future months, an "Expected (upcoming + recurring)" section shows what is scheduled.
How rows are classified
The drilldown subtitle explains: "Posted transactions that match a recurring template or planned item are classified as planned/recurring; everything else is unplanned."
Frequently asked
Is a credit-card payment Planned or Unplanned?
Neither, if recorded correctly. Credit-card payments are Transfers, which Reports excludes from spend totals. The original purchases (Expenses) are what count.
What if I forgot to approve a recurring template?
That occurrence shows under the Expected section, not Posted. Approve from the Recurring page to move it to Posted; the drill-down updates.
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