3. Special Occasions and Goals
Life isn't just about monthly bills. Budget Vision excels at helping you plan for those one-off events and future goals.
Planning for One-Time Events
Do you have a friend's birthday, a planned vacation, or an annual subscription coming up? Add them to the calendar!
Create a new transaction for the event, but do not set it to recur.
- Description:
Flight to Italy - Amount:
-800 - Date: The day you plan to book it.
By adding this to your calendar, you can see its future impact. If it causes your balance to dip too low, you can simply drag the transaction to a later date to see if that works better.
Using the Inbox for Goals
What about things you want to buy but haven't decided when? Use the Inbox.
- Create a transaction for your goal (e.g.,
New Camera, -1500). - Instead of picking a date, click "To Inbox".
Your goal now lives in the Inbox, a holding area for unscheduled items. It won't affect your budget yet, but it's there as a reminder. When you're ready to see if you can afford it, just drag it from the Inbox onto the calendar.
Read the full guide on Goals and Wishlists to learn more.