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  • Time Period - Filter the list based on the time period.
    • Next Instance - View the next instance of all upcoming income items, independent of the time period.
    • Next 7 Days - View all income items that are going to be deposited in the upcoming 7 days.
    • Next 14 Days - View all income items that are going to be deposited in the upcoming 14 days.
    • Next 30 Days - View all income items that are going to be deposited in the upcoming 30 days. This is the default period.
    • Next 60 Days - View all income items that are going to be deposited in the upcoming 60 days.
    • Next 6 Months - View all income items that are going to be deposited in the upcoming 6 months.
    • Next 1 Year - View all income items that are going to be deposited in the upcoming year.
  • Clear Filters - Clear the filters and set them back to their defaults.

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  • Date - When your income will be deposited.
  • Payee - The name of the company or account the income is coming from.
  • Amount - The amount of the income or deposit.
  • Action Buttons - The action button changes depending on the type of income.
    • Auto Enter - There is no action button if the bill is set to be Mark as Deposited automatically on the scheduled date. The words Auto Enter appear.
    • Deposit - If the income item isn't set to be auto-entered then this button is available. Clicking it will convert the scheduled transaction to an actual transaction in the register.
    • Transfer - Income items that are listed as transfers and are not set to be auto-entered have the Transfer button. Clicking it will convert the scheduled transaction to an actual transaction in the register.
  • Menu - Click on the 3 dots to get to the Bill menu.
    • Edit Series - Edit the scheduled date and recurrence of the bill.
    • Skip this instance - Skip this instance of the bill. You may do this if the bill was paid by someone else.
    • Add Payee - Edit the payee information.
    • Delete Series - Delete this scheduled transaction.

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