The calendar gives you a visual snapshot of upcoming income and expense budgets that have a due date — things like rent, loan repayments, subscriptions, insurance premiums, utilities, wages, or expected income. Budgets added to the calendar also appear as payment events, helping you keep track of what’s due, what’s paid, and what’s coming up.
As your year progresses, you can mark events as paid to stay organised and avoid missed or forgotten payments.
How do I add a Budget to the Calendar
There are two easy ways to add a budget:
From anywhere in TaxTank
Select the Add budget button.Directly from the calendar
Tap the + icon on the day the payment is due.
Once the budget form opens:
Enter the income or expense details
Switch on Add to calendar
Select the bank account you expect the payment or income to come from
Your budget will now appear in the calendar and in your list of payment events.
FAQ
Q. Why do I need to select a bank account?
A. We’re preparing for a future feature that will automatically match calendar events with your bank feed transactions — so you won’t need to manually tick them off. We're just thinking ahead. 😉