Using multiple calendars

You can set up multiple forecast calendars in PocketSmith, which can be used to:

This section will run through the creation of multiple calendars, and what each option means when creating calendars.

We will also discuss the additional items which are available in the main calendars area once you have multiple calendar set up.

Creating a calendar

1.	Go to the ‘Manage Calendars’ page – use the drop-down menu: Forecast > Manage Calendars
2.	Click the ‘Create a new calendar’ button
3.	Enter the title that you would like to call the calendar – for example ‘Visa’ or ‘Savings’
4.	Select the type of calendar you would like to create: No interest – this calendar has no interest paid – similar to a standard checking account Savings – this calendar has interest paid to it for positive balances – but not negative balances (i.e. you need to have above zero for interest to be paid – for example you don’t earn interest on a savings account with a negative balance) Debt – this calendar has interest charged for negative balances (i.e. the balance of the calendar should be a negative number – for example you don’t get charged interest on a credit card with a positive balance)
5.	Enter the interest rate per annum (if you selected ‘Savings’ or ‘Debt’ calendar types) – this will be calculated at the end of each month and added (Savings) or subtracted (Debt) from the calendar’s running balance
6.	Click ‘Create!’

1.	Click on the ‘View calendar’ link within the new calendar box that has been created
2.	Click on the running balance – currently ‘$0.00′ at the bottom of today’s date
3.	Enter the balance of your account today – if it is a Debt calendar it should be a negative number, or if a Savings calendar, a positive number.
4.	You will then see the interest calculated on the last day of the month and added to your balance (Savings) or subtracted from your balance (Debt)