Every company has bills that come due on a rhythm: the power bill every month, the insurance policy every year, the county tax in its four installments. The Calendar puts them all on one month view, with reminders that appear on the calendar itself, so a renewal notice never sneaks past again.
What goes on the calendar
Two kinds of items live here:
- An obligation is money that comes due. It carries the payee, the expected amount, the expense category and how often it repeats: monthly, quarterly, yearly, or a custom set of months for installment-style charges.
- A task is anything else to remember: renew the business license, call the insurance broker. A date, an optional repeat, no money.
Each due date shows as a colored chip on the calendar. Overdue is loud and red on purpose. The Coming up rail beside the grid groups everything by urgency: overdue first, then today, this week, and later.
Month, week or day
The switch beside the month name picks how much you see at once:
- Month is the whole month at a glance. A busy day shows its first few chips and a +N more that opens the rest.
- Week puts seven days side by side with room for every item, its amount and its payee. Nothing is folded away.
- Day lists one day in full: what is due, with the same one-click complete as the Coming up rail; the reminders that land on it, each naming the date it points at; and anything the overlay layers add.
The arrows step a month, a week or a day at a time, Today jumps back to today, and clicking a day's number in Month or Week opens that day on its own. The calendar remembers which view you chose, on any computer you sign in from. Print and the download menu follow the view on screen.
Adding an item
Open Calendar and press New obligation or New task. Pick what kind of cost it is (insurance, utilities, taxes...) and the kind suggests a sensible reminder lead. As you fill the form, a plain sentence reads the schedule back: Yearly on Aug 4, next on Aug 4, 2027, reminder 30 days before. If the date drifts month to month, that is fine: a schedule set for the 31st lands on Feb 28 in February and returns to the 31st in March.
Starting from money you already paid
The fastest way to build the calendar is from payments that already happened. Open any posted payment and press the Put on the calendar button in its toolbar. The window opens with a choice:
- Just this one puts a single date on the calendar, prefilled with the next date this payment's rhythm predicts.
- This and future occurrences creates the repeating obligation, with the payee, amount and category carried over from the payment.
kBooks reads how often this payee has actually been paid in your books and proposes that rhythm: a loan payment made every two weeks opens as Every 2 weeks, an insurance premium paid once a year opens as Yearly. A green chip says what it read (Paid 12 times, about every month); an amber chip says there was nothing regular to read, so monthly is proposed. The next due date is shown right there, before you save, and the reminder lead is sized to the rhythm (two days ahead of a biweekly run, a month ahead of a yearly renewal). Change any of it freely.
When you save, the confirmation names the due date and offers Open the calendar, which lands on that month with the new item open. One window, and the next payment is already waiting.
Reminders on the calendar
Give an item a reminder lead (say 30 days) and a hollow chip appears on the calendar that many days before each due date, pointing at the date it belongs to. The month of July quietly tells you about the August renewal, and a long lead reaches just as far: an 80-day lead on an October renewal shows up in July. Click the reminder to open the date it points at.
Completing, skipping, snoozing
Click any chip to act on it. Mark complete checks that occurrence off. Skip waves one occurrence through without touching the schedule. Snooze to date moves just that one chip; the schedule itself never moves. Completed chips turn green and stay visible, so the month reads as a record of what got handled.
An item on autopay still shows on the calendar with a small bolt mark: the money leaves on its own, and nobody rushes to write a check.
The calendar watches the books
An obligation that knows its payee or expense category can check itself off. When the matching payment posts in the books - the power bill hits the utilities category, the insurance premium goes to the insurer - the occurrence turns green as paid, matched, showing the real amount beside the expected one. Nothing to click. If the posting is ever voided, the occurrence simply reopens. Your own clicks always win: completing, skipping or snoozing an occurrence by hand overrides any match.
Not sure it found the right one? Press Open the payment and look at the entry itself. If the amount is well away from what you expected, the date says so in a chip before you even open it.
Picked the wrong payment? Open the date and press That is not the right payment. It goes straight back to due and stays that way - kBooks will not quietly match another payment to it. The payment itself is untouched. Changed your mind? The date now says kBooks has stopped looking, with a Watch it again button that puts it back on the watch list.
kBooks also checks the money before it marks anything paid: when you have told it what the bill usually costs, a payment under a fifth or over five times that is treated as a different bill and the date stays due. The band is wide on purpose - a summer power bill can treble - so it only catches the genuinely wrong ones.
When you complete a date yourself, the window offers a What was paid box, prefilled with the usual amount. Leave it, change it, or clear it - it is only there so a month that cost more than usual is on the record.
Every company on one month
From the Companies Dashboard, open Calendar in the header for the combined view: every company's obligations and tasks on a single month, each chip wearing its company's code. Click a company's chip to hide or show it - the choice follows you to any computer. Completing works right there; adding and editing stay on each company's own calendar, one click away. Company cards on the dashboard also wear an N due pill whenever something is overdue or due within a week.
More than your items
Toggles above the month add read-only overlays: open bills and invoices on their due dates, the next runs of recurring invoices, and for property companies everything the property Coming up panel tracks. Turn on what helps, hide what does not - the calendar remembers.
On your phone
Press the phone button on the Calendar and copy the subscribe address into Apple, Google or Outlook calendar (Add calendar from URL). Your phone then follows the company's dues on its own - reminders included - without kBooks sending anything.
The address works like a key: anyone holding it can read that company's dues. If it ever ends up somewhere it should not - a forwarded email, a phone you no longer have - the same window can replace the address, which creates a new one and stops the old one working immediately, or switch the feed off entirely. Every phone on the old address stops receiving, so pass the new one to anyone who should still have it.
Where else it shows
The company's Overview tab carries a Coming up card with anything overdue and the next two weeks, each row completable in one click. The Manage button on the Calendar lists every item in one searchable table, where items can be edited, paused or deleted.
If you can only look
Some people are given read-only access to a set of books, and one person can hold different access on different companies. Wherever that is the case the calendar still shows you everything - the month, the amounts, what is overdue, the printouts and the phone feed - and simply does not offer the buttons that would change something. On the combined calendar that decision is made company by company, so a company you may work in keeps its buttons on the same screen where a company you may only read does not.