Bills, income & the calendar

Sumwright groups the recurring streams it detects into three sections:

• 🟢 Income — deposits it expects, and when.
• 🟡 Upcoming Bills — recurring charges with their due dates and status.
• 🔵 Subscriptions — the renewals it found, including ones that hide in your statement.

A timescale control (1M · 3M · 6M · 1Y) scales the totals and shows your projected net over that horizon.

Use the ☰ List / ▦ Calendar toggle at the top of the hub to switch views. The toggle is available on both the phone and desktop apps.

• List — every stream with its amount, cadence, and due date. Tap a row to re-tag it or (for bills and subscriptions) to plan it.
• Calendar — a month grid with income in green and bills/subscriptions in amber and blue. Today is highlighted; tap any day to see exactly what lands on it, and use the arrows to move between months. A paid item shows a check.

Sumwright never moves money. “Plan” means you tell Sumwright a payment is planned so it can run the Liquidity Guardrail and keep it on your calendar — you still make the payment with your bank.

Turn on notifications so Sumwright can remind you as bills come due and tell you when it has confirmed a planned payment from your transactions.

Forecasts come from your real payment history — the merchants you actually pay, on the cadence you actually pay them. They’re estimates, clearly labeled as estimates; always check your official statements. Read more in the billing-calendar explainer.