Change Month & Year

Learn how to quickly change the month and year within the date picker instead of scrolling through month by month.

Video Tutorial

Instructions

1 - Open the date picker

Editing the Date Range - Tap on the date at the top of the expenses list to show the date range options. Then tap on "Custom Date Range" to choose a start and end date.

Editing the Item Expense Date - Tap on an expense item in the list view, then scroll down to the "Expense Date" and tap "Change Date".

2 - Swipe to change the date

You can swipe left and right to change to the next or previous month. You can also use the arrows at the top of the date picker.

3 - Show the month and year picker

If you would like to quickly change to a different month or year, you can tap on the month and year label (e.g. January ) to show the month and year picker.

4 - Adjust the month and year

Once the month and year picker appears, you can scroll vertically to a different month and year. Once you are done, tap "Confirm" to view all of the dates for the selected month and year in the grid view.

5 - Choose a date

Tap on the number of a date in the grid to select that date. A green circle will show on the date that you have selected. Tap "Confirm" to update the selected date.
Tip: A green circle outline will also appear on today's date.

Complete