Track progress with snapshots and milestones

Snapshots and Milestones let you build a history in Beyond Payday instead of only ever seeing today's numbers. A Snapshot captures your net worth, income, and bills at a point in time; a Milestone marks a life event like a new job or a move. Both are free, and both show up together on your dashboard's historical chart.

Steps

Save a Snapshot

1. Go to Dashboard (opens in a new tab) and scroll down to Historical Tracking.
2. Click Snapshots.
3. Click Create from Current to capture today's numbers automatically, or Add Manually to enter numbers for a past date.
4. If you're entering one manually, fill in the Date, Monthly Gross Income, Monthly Taxes & Deductions, Monthly Needs, Monthly Wants, Total Assets (Exclude Insurance, HSA, 529), and Total Debts — Notes are optional. Beyond Payday calculates Money left over and Net Worth for you as you type.
5. Click Create Snapshot.

Log a Milestone

1. From Historical Tracking, click Milestones.
2. Click Add Milestone.
3. Enter a Date (a year like "2020", a month and year like "7/2021", or a full date like "7/2/2021"), a Title (for example "Lost Job" or "Sold House"), and optionally a Category (for example "Employment") and Description.
4. Click Create Milestone to save it.

How it works

• Each Snapshot becomes one point on the Net Worth and Disc. Income (Money left over) lines in the historical chart, plotted by month.
• Each Milestone becomes a small green pin on the chart, grouped by the month it falls in — hover to see its title.
• Create from Current pulls live numbers from your Income, Bills, Assets, and Debts pages the moment you click it — the fastest way to build a history without typing anything by hand.
• You can edit or delete any Snapshot or Milestone later from the same Snapshots or Milestones button — look for the pencil and trash icons next to each entry.

Good to know

• Both features are free on every plan — they're gated only by your family permissions, not by Pro.
• Snapshots and Milestones are hidden from child accounts — children never see Historical Tracking.
• There's no automatic snapshot schedule. Beyond Payday doesn't save one for you in the background. Once your newest snapshot is three months old, the dashboard shows a reminder above the chart: update your balances, debts, and income, then click Take snapshot. Click Not now to hide the reminder for 30 days. Monthly snapshots are a common habit if you want a more detailed chart.
• Snapshots only store totals, not a history of each individual asset. If you want a record of one specific account over time, you'll need to track that yourself — Beyond Payday keeps just the current value per asset.