Monthly Plan

March 2027

Income 4 recurring entries this month +$6,214.08
Bills & utilities of $1,600.00 planned $1,482.36
Everyday spend of $1,150.00 planned $927.14
Set aside of $700.00 planned $636.18

Left this month

$3,168.40

$105.61 left per day

On track

Your plan holds through the 31st

Two recurring entries land next week and are already counted.

New recurring entry

Name Sandbar Fund payout
Recurring amount $ 84.50
Match criteria Auto match
Select account Rowan Ashby Brokerage
Category Dividend income
Tags Investments
Start date Mar 11, 2027
Frequency Every 3 weeks
End date —

Repeats every 3 weeks on Thursday.

Type
Income
Exclude from:
Monthly plan

Affects monthly plan calculations.

Reports

Affects reports, watchlists, and the upcoming summary.