Income and expense tracking

How to set up payment reminders

Income and expense tracking

How to set up payment reminders

Learn when to use reminders for salary, rent, card payments, loans, subscriptions, and bills.

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When to use reminders

Use reminders when you do not want to miss salary, rent, subscriptions, loans, credit card payments, or bills. Daily reminders can also help if you enter small expenses often.

Open Settings, then Reminders. The screen includes:

  • Income reminders.
  • Expense reminders.
  • Daily reminder.

For incoming money

Use income reminders for salary, freelance payments, rental income, or other expected incoming money.

If expected income is missing, check the entry date, repeat setting, and paid status.

For upcoming payments

Use expense reminders for rent, card payments, loans, subscriptions, dues, and bills.

Expense reminders are most useful when planned expenses are entered before they happen. Keep Paid status off until the payment is actually complete.

Daily reminder

Use the daily reminder when you want a regular habit of reviewing Cashflow. This can be helpful if you add small expenses often or want to check whether upcoming payments still look correct.

Set up reminders

  1. Open Reminders

    Go to Settings, then Reminders.

  2. Enable the reminder types you need

    Turn on income reminders, expense reminders, daily reminder, or only the ones that match your use.

  3. Check related settings

    Review Holidays, Weekends, recurring entries, and Month start day if reminders seem to land in an unexpected planning period.

If reminders do not feel right

Start by checking whether the entry itself is correct. Confirm type, date, repeat rule, paid status, and selected month. Then check Settings, Holidays and Weekends, and device notification permissions.

Do not use reminders as the only record of a payment. The entry in Cashflow is the source of your finance tracking.

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