Review your seven-day outlook
In short
Open Insights to review the seven-day calendar, upcoming records and suggested next steps. The outlook is based on your ledger, not a live bank balance.
Before you start
Insights is available to eligible Pro and Family households. Some household-wide views are unavailable to members restricted to shared bills. Add income and bill dates so the schedule has useful records.
Review the plan
- Open Insights from Review in the menu.
- Review the Your next seven days and Next up to see scheduled obligations and income.
- Inspect Best next step and Worth a look, then follow a source link to the underlying record.
- Review Household brief and its Details separately from Payment patterns.
What the schedule can tell you
Recurring income and bill occurrences support the outlook. It does not establish your bank balance, guarantee an upcoming deposit or account for purchases you have not recorded. Check source dates before making a decision.
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Planning & insightsLast updated 2026-10-15