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The Financial Calendar provides a visual timeline of your upcoming bills, income payments, and financial reminders, helping you plan and prepare for important financial events.
The Financial Calendar in Cognito Money is a comprehensive scheduling tool that:
The calendar displays several types of financial events:
You can access the Financial Calendar by clicking on Calendar in the main navigation menu.
The calendar provides a centralized view that automatically pulls data from other areas of Cognito Money, including your Income Sources, Bills, Reminders, and Budgets sections.
The Financial Calendar provides a three-month rolling view of your financial events:
The calendar displays the current month plus two future months:
Each day can display multiple financial events:
You can move around your Financial Calendar using these controls:
The calendar always displays three months at once, showing the current or selected month plus the next two months. This gives you a broader view of your upcoming financial events.
The Financial Calendar uses color coding to help you identify different types of events:
| Event Type | Color | Description |
|---|---|---|
| Income | Green | Money coming in - income payments from your defined income sources |
| Expense | Red | One-time expenses from transactions |
| Subscription | Yellow | Recurring subscription and bill payments |
| Reminder | Yellow | Bill and task reminders, with recurring indicators (↻) for repeating reminders |
| Notification | Light green | Notifications for upcoming reminders |
The calendar uses visual cues to help you identify important days:
Events on the calendar provide key information at a glance:
Hover your mouse over any event to see its full title in a tooltip if it's been truncated.
The Financial Calendar automatically pulls information from several sections of Cognito Money:
Income payments are displayed based on:
Bill payments and subscriptions are shown based on:
Financial reminders appear based on:
To add, edit, or remove events from the calendar, go to the corresponding section in Cognito Money (Income, Bills, or Reminders) and make your changes there. The calendar will automatically update to reflect those changes.
While the Financial Calendar displays income, bills, and reminders, budget information is not shown directly on the calendar to avoid overcrowding. To view and manage your budget periods, please visit the Budgets section.
The calendar provides a visual overview of your financial timeline. Here are some ways to use it effectively:
Use the calendar to anticipate cash flow throughout the month:
Get a bird's-eye view of your finances:
Stay on top of your financial obligations:
Make more informed financial decisions:
Check your financial calendar weekly to preview the upcoming financial events. This simple habit helps you prepare mentally and financially for what's coming, reducing stress and improving your financial planning.
Your Cognito Money Financial Calendar includes these helpful features:
The calendar intelligently handles recurring financial events:
See a broader financial timeline at once:
Easily orient yourself in the financial timeline:
See when you'll be notified about upcoming events:
Future updates to the Financial Calendar will include features like calendar export, printable views, and event filtering options to further enhance your financial planning experience.
Establish a consistent schedule for reviewing your financial timeline:
Use your calendar as a powerful planning tool:
The most financially organized users look at both their dashboard and calendar together. The dashboard shows your current financial status, while the calendar shows what's coming next—combining these views gives you complete financial awareness.