Our Planner calculations run on a monthly basis, so with the Detailed Budgeter, all Frequencies (Monthly, Quarterly, Annually) are broken down to monthly values and paid as a monthly amount according to their Start and End dates.
When selecting Monthly: $1,000/monthly = $1,000/mo paid through the start and end date
Example:
If you would like to model buying a new vehicle as a $50,000 expense for one month, you would enter the following:
Frequency: Monthly
Amount: $50,000
Time range: Start Dec 2024 / Stop Dec 2024
The key for a one month expense is to start and end in the same month
When selecting Quarterly: $900/quarterly = $300/mo paid through the start and end date
Example:
If you would like to model a $300 per month in gas costs you would enter the following:
Frequency: Quarterly
Amount: $900
Time range: Start Jan 2025 / Stop Mar 2025
When selecting Annually: $50,000/annually = $4,167/mo paid through the start and end date
Example:
If you would like to model buying a new vehicle as a $50,000 expense over the year, you would enter the following:
Frequency: Annually
Amount: $50,000
Time range: Start Jan 2025 / Stop Dec 2025
Reminder: $50,000 Annual frequency only entered for a one month date range will only be paid as $4,167 for that year!
