Projection window and the next 30 days

The Calendar doesn't only show what happened. It also shows what's queued — every pending recurring template for the next several months. This is the projection window.

What's included

The forward-looking layer of the calendar is built from:

• Pending recurring entries — every template with a next-due date in the visible range.
• Future-dated manual transactions — any transaction you've entered in the register with a date that hasn't arrived yet.
• Approved-but-future-dated entries — entries you approved from a template but backdated or forwarded; same treatment.

It does not include:

• Goal funding (goals don't produce transactions on their own).
• Bank-side authorized-but-not-posted holds. Project Budget doesn't see those.
• One-off expectations you have but haven't entered yet (you remembered the dentist is coming but you didn't add it to recurring).

How far ahead it looks

The default visible range depends on the view:

• Day: 1 day forward by default; up to your custom day-span.
• Week: the current week and any future weeks within the span.
• Month: the current month plus future months within the span — up to 12.
• Year: the full 12-month grid (some of which is past, some future).

For longer projections, see the Cashflow projection report — that one runs 3, 6, or 12 months from today's balances forward.

Visual distinction

Pending entries look different from posted transactions:

• Slightly muted color
• A clock icon in the chip's corner
• A "Pending" tag in the hover tooltip
• Sortable separately from posted entries within a day cell (pending appears below posted by default)

This is intentional — you should never confuse "did happen" with "scheduled to happen."

Approving from the calendar

Clicking a pending chip opens a popover with the entry's details plus three buttons: Approve, Skip, Edit & approve. See Skip vs post now for what each does. After approving, the chip changes from muted to solid color in place — no page reload, no lost scroll position.

Where projection accuracy breaks down

Two situations to watch for:

Variable-amount recurring

If a template's amount is "$200 but really anywhere from $180 to $230," the calendar's projection treats it as exactly $200. Days when the actual charge will be higher get under-projected; days when it'll be lower get over-projected. The week-total and month-total numbers absorb this in the noise.

Income on a sliding schedule

Salaries paid on "the 15th or the nearest weekday before" are tricky for fixed-cadence templates. The closest custom-cadence option is monthly on the 15th, which puts the entry on the 15th every month and gets the day wrong when the 15th is a weekend. Edit the surfaced entry's date when this happens — see Skip vs post now.

Using projection as a planning tool

Two practical patterns:

The pre-payday scan. A day before your paycheck arrives, switch to a 7-day or 14-day forward calendar view. See every scheduled outflow before the next paycheck lands. Adjust assignments on the Budget page if a big outflow needs covering you hadn't budgeted for.

The annual-bill check. Switch to Year view, toggle Show net $ instead of dates, scan for the deepest-red days of the next twelve months. Those are the days your savings categories need to be funded by. Cross-reference with Goals to make sure each annual bill has a Reach a target by a date goal pointing at it.