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The Christmas plan

A gift list and a pace for the season, started from the dashboard well before Black Friday. Last year is a labelled suggestion, and only when the history is actually there.

Where to find it

On the dashboard, Start a Christmas plan, or the card for the plan you already have. Also under Plans → Christmas. The season in the app runs from 1 November to 10 January.

Start it from the dashboard, well before Black Friday, so the pace has weeks to work with. Plans calls Christmas and yearly costs a set-aside only. Nothing is paid from there.

  1. Press Start a Christmas plan. Both of you can edit it. It does not turn Build & renovate on.
  2. The sections are Gifts, Food & drink, Travel, Events, Decorations and Giving. Type a budget on a section if you want a pace. The pace card shows On pace, Behind, or asks you to set budgets. It is an amount per week, or per fortnight if that is how you are paid, until the target date.
  3. The target date defaults to 24 December. Change Target date if you celebrate on another day.
  4. Under Gifts, add a row: item, who it is for, who is buying it, and a budget if you have one. Status is on the gift. I’ve got this is there so you do not buy it twice. Remove deletes a gift.
  5. Other sections can take a task, with I’ve got this on the task.

The January bills card sits on this plan from November. It does not pay those bills.

What this does not do

The plan does not pay for the gifts and it does not transfer money. Last-year suggestions appear only when your transactions cover that earlier Christmas. The app looks back to 1 November of the previous year, and it labels what it shows as a suggestion from your own history. The groceries line, when it appears, is labelled an estimate, not a budget. A bank feed keeps at most 365 days of history, so that window often does not reach 1 January of the previous year. If the history isn’t there, Jarful does not fill a number in. There is no festive theme and no Secret Santa.

Related

Still stuck?

Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.

Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.