Calendar views

See your money on the days it actually hits.

Bills, expenses, payroll, journal entries and VAT events, plotted on a calendar alongside your invoices. Same data, a view founders think in.

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accounts-os.com/money
Money CalendarLive
What's hitting my account this week?
FPayroll on Friday, one bill due Wednesday, VAT quarter closes Sunday.
FFinn plotted your whole week in one view.
Live

In short

AccountsOS has calendar views on the invoices page (List ↔ Calendar toggle) and on the Money and Sales section landing pages. The Money calendar plots bills, expenses, payroll runs, journal entries and VAT period events on the days they hit. Built as a custom month grid: no extra dependency.

3
Calendar surfaces
6
Event layers on Money
0
Extra dependencies

Everything it does

Invoices: List ↔ Calendar

Two views of the same data. Pick the one that fits your brain.

  • Toggle on the invoices page header
  • Custom month grid (no new dependency)
  • Status-coloured pills per invoice
  • Click a pill to open the invoice detail
  • Issue date, due date, paid date all plotted
  • Pagination by month, jump-to-today

Money calendar: six layers

The full cash story for the month, on one page.

  • Bills falling due
  • Expense claims awaiting approval / payment
  • Payroll runs
  • Journal entries posted
  • VAT period close dates
  • Bank-transaction activity volume
  • Filter layers on/off
  • Click any item to drill into the underlying record

Sales calendar

Pipeline + invoicing on one canvas.

  • Invoices issued / due / paid
  • Estimates sent / accepted
  • Recurring schedule next runs
  • Customer-coloured for at-a-glance recognition

Section landing pages

Calendars live inside the right context.

  • Sidebar category titles link to section landings (Money, Sales, Reports)
  • Each landing has the right calendar built in
  • Finn alongside, ready to drill in

Capabilities at a glance

Calendar view toggle on the invoices page

Money landing-page calendar with 6 event layers

Sales landing-page calendar with invoices + estimates

Status-coloured pills (overdue, due-soon, paid, draft)

Click-through from any pill to the underlying record

Custom month grid implementation (no extra dependency)

Layer filters to declutter

Pagination by month, jump-to-today

Works alongside the existing list views (not a replacement)

How It Works

1

Open Money or Sales

Sidebar category titles take you to the section landing with its calendar.

2

Or toggle on invoices

On the invoices page, flip the List ↔ Calendar toggle in the header.

3

Filter layers

On Money, switch off any layer you don't want: bills, expenses, payroll, journal, VAT.

4

Drill in

Click any pill to open the underlying record. Finn is one click away to ask questions about what you're seeing.

By the numbers

Invoices
Calendar
Toggle from list: see issue / due / paid dates
Money
Calendar
Bills, expenses, payroll, journal, VAT: all layered
Sales
Calendar
Invoices, estimates, payments by day
Status
Coloured
Overdue, due-soon, paid, draft visible at a glance

Real-world Use Cases

Cash crunch check

Open Money for the next month. See bills + payroll + VAT all in one view. Spot the squeeze week.

Chase planning

Open invoices in calendar view. Overdue pills jump out. Plan your chasing in five minutes.

VAT close prep

VAT period close pinned to the month grid. See every event in the run-up.

Founder dashboard

Money calendar as a morning glance: what's hitting today, what's hitting this week, what's looming this month.

Plays nicely with

Invoicing

Live

Calendar shows issue / due / paid dates

Bills & AP

Live

Bills plotted on Money calendar

Payroll

Live

Payroll runs plotted

VAT & MTD

Live

Period closes plotted

Journal entries

Live

Postings plotted

AccountsOS vs List views only

CapabilityAccountsOSList views only
Time visibilityMonth-grid calendar across multiple event typesSort by date in a table
LayersBills, expenses, payroll, journal, VAT: toggleableOpen each table separately
Invoices viewList or Calendar toggleList only
DependencyCustom grid, zero extra weightOften pulls in a calendar lib
Click-throughPill → recordFilter the table, re-sort

Why founders pick this over the spreadsheet

Calendar thinking for founders, list thinking for accountants: both

Cash story visible in one screen

No new dependency, fast to load

Layer filters keep it readable

Same data, two views: no extra entry

Frequently Asked Questions

Where do calendars show up?

Three places today: the invoices page (List ↔ Calendar toggle), the Money section landing, and the Sales section landing.

What's on the Money calendar?

Bills falling due, expense claims, payroll runs, journal entries posted, VAT period closes, and bank-transaction activity. Each layer can be toggled on or off.

Is it a separate library?

No. A custom month-grid implementation, so it loads fast and doesn't add bundle weight.

Can I click into a record from the calendar?

Yes. Every pill is a link to the underlying record (invoice, bill, payroll run, journal entry, etc.).

Does it replace the list view?

No. List views still exist everywhere. Calendar is a toggle / additional view, not a replacement.

Does it work on mobile?

Yes. The month grid is responsive. On phones the layout compresses but stays usable.

Explore more of AccountsOS

Invoicing

Issue, send, track and get paid, without lifting a finger after the first invoice.

Bills & Accounts Payable

Know what you owe, when, to whom. Pay without a spreadsheet.

Expenses & Mileage

Out-of-pocket spend captured, approved, paid back. HMRC mileage and home office calculated for you.

Payroll

Run payroll, send payslips, and get an HMRC-ready RTI file every time. No payroll bureau needed.

VAT & Making Tax Digital

Your VAT return builds itself with every transaction. File when you're ready.

Cash Flow Forecast

Project cash 12 weeks and 12 months ahead, from your real recurring patterns.

Ready to try Calendar Views?

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