Help & Guide

Quick actions (tap a bill)

Tap a bill to post it, push it to next month, pull it back, or remove it — and undo any of it from the confirmation popup.

I tapped a bill and a little menu popped up — what is it?

That's the quick-action bubble. It lets you act without opening the full editor: mark scheduled, mark posted/received, pull it back a month, push it to next month, remove it for this month, or tap the pencil for the full editor.

Only the actions that make sense for that entry are shown.

What do “push to next month” and “pull back a month” do?

They move just that one occurrence to the same day in the next or previous month — the entry leaves the current month, but its normal date and all other months stay put. It's fully reversible.

I got a “Posted · Undo” popup after a quick action — what's that?

Every quick action gives you a one-tap Undo that exactly reverses it, so a wrong tap is easy to back out. Tap OK to dismiss.

The popup has a “Don't show this again” option that opts you out of the confirmation for that specific action from then on — that action will fire instantly with no popup. Changed your mind? More → Alerts & pop-ups → Quick-action confirmations turns them all back on (the row only appears once you've switched at least one off).

Does quick “Remove” delete the whole series?

Only if you tell it to. Tapping Remove on a recurring item asks what you want: “Not due this month” just skips this one month (it comes back next month, and you can Undo it), “It's no longer needed” retires it — it stops going forward, earlier months keep it, and Resume brings it back — and “It was a mistake” deletes it for good, from this month and any earlier month that's still open. A one-time item just removes with a single confirm.

Removing the whole series works the same here as from the full editor's trash can and the Month-by-month list. The one-month skip is the same as setting that month's status to “Not due this month” in the editor.