Deposits landing in your account - paychecks, transfers, payouts. They are credited in the balance forecast on their dates, on top of your income-per-day rate.

Recurring or one-off spending you want tracked but that isn't a dated bill.

Accounts you have stopped paying. They are excluded from bills and the balance forecast. When you negotiate a payment plan, record it here - and add the new payment as a bill.

The assistant can read and edit everything in the app - bills, debts, tasks, events, balances.