Your money and forecasts
How the forecast works and how to fix a number that looks wrong.
- Why a forecast number looks wrongWhy a forecast figure can look off, and the usual fix: set the account each credit card is paid from.
- How the forecast worksWhat the Forecast page shows, and where its numbers come from: balances, recurring items and card payments.
- How Spend totals treat refunds and transfersHow the Spend page counts refunds, transfers and card payments, and what its two totals mean.
- How to change a transaction's categoryHow to change one transaction's category on a phone or computer, and how to set a payee rule so later ones follow.
- Import a file from Monarch MoneyHow to paste a Monarch Money CSV export into Jarby, and what Jarby keeps from it.
- What events are forWhat an event groups together in Jarby, how its totals work, and how to add nearby transactions.
- How your budget is worked outThe numbers on the budget page: your income, the Flexible and Events targets, and what is left as Free.
- Recurring billsHow recurring bills show on the budget page, and the setting that groups them into one fixed line.
- Pay over timeWhat a pay-over-time plan is in Jarby, how to add one, and where its payments show.
- The review queueWhat the To review page asks you to decide, and how to answer each item.
Contact us
Email support@jarby.app
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