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How to do it
1. Review recurring items
Look for monthly bills, subscriptions, loan payments and regular income that Cashflow Pilot has identified.
2. Check the next date
Make sure each bill or payment is expected on the correct day.
3. Check the amount
Update the expected amount when a bill or income payment changes.
4. Remove items that do not repeat
Exclude one-off transactions that were incorrectly treated as recurring.
5. Review what is coming up
Use the upcoming cash-flow view to see how regular payments may affect your balance.
Good to know: An upcoming bill is an estimate until the payment appears in your real transactions.
Related guides
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