Calendar Views
See your money on a calendar — invoices, bills, expenses, payroll, journal, VAT — all plotted on the days they hit.
List views are how accountants think. Calendar views are how founders think. AccountsOS now has both. Invoices have a month-grid toggle. Money and Sales section landings have their own calendar views. The Money calendar plots bills, expenses, payroll, journal entries and VAT events together so you can see your cash story at a glance.
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.
Free during Early Access — no credit card required
Everything Calendar Views can do
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
Open Money or Sales
Sidebar category titles take you to the section landing with its calendar.
Or toggle on invoices
On the invoices page, flip the List ↔ Calendar toggle in the header.
Filter layers
On Money, switch off any layer you don't want — bills, expenses, payroll, journal, VAT.
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
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
LiveCalendar shows issue / due / paid dates
Bills & AP
LiveBills plotted on Money calendar
Payroll
LivePayroll runs plotted
VAT & MTD
LivePeriod closes plotted
Journal entries
LivePostings plotted
AccountsOS vs List views only
| Capability | AccountsOS | List views only |
|---|---|---|
| Time visibility | Month-grid calendar across multiple event types | Sort by date in a table |
| Layers | Bills, expenses, payroll, journal, VAT — toggleable | Open each table separately |
| Invoices view | List or Calendar toggle | List only |
| Dependency | Custom grid, zero extra weight | Often pulls in a calendar lib |
| Click-through | Pill → record | Filter 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 & Home Office
Out-of-pocket spend captured, approved, paid back. HMRC mileage and home office calculated for you.
Payroll & RTI
Run payroll, send payslips, file RTI. No payroll bureau needed.
VAT & Making Tax Digital
VAT 9-box always live. 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?
Get started with AI-powered accounting for your UK limited company.
Included on every plan, including Free Early Access.
Get Started FreeFree during Early Access — no credit card — cancel anytime