---
title: Drag-and-Drop Planner
summary: Organize your budget with intuitive drag-and-drop in both grid and
  calendar views. Easily reschedule events and visualize your financial
  timeline.
description: Organize your budget with intuitive drag-and-drop in both grid and
  calendar views. Easily reschedule events and visualize your financial
  timeline.
order: 2
h2: Key Benefits
ctaLabel: Try It Free
ctaHref: https://my.eb.app
video:
  poster: /assets/DemoVideos/drag-and-drop-planner.jpg
  mp4: /assets/DemoVideos/drag-and-drop-planner.mp4
  webm: /assets/DemoVideos/drag-and-drop-planner.webm
  width: 1920
  height: 1080
canonical_html_url: https://eb.app/features/drag-and-drop-planner/
---

<li><strong>Predict Future Cash Flow Instantly</strong><br>The planner generates a 5-year forecast with real-time running balance calculations. See exactly how moving an event to a new date affects your future account balance.</li>
<li><strong>Intuitive Visual Organization</strong><br>Reorganize your financial timeline by dragging transactions between dates or reordering events within a single day. Get granular control over payment prioritization.</li>
<li><strong>Handle Real-Life Exceptions</strong><br>Override specific event details like changing one month's electricity bill amount or date without breaking the recurring schedule or affecting future instances.</li>
<li><strong>Smart Paycheck Planning</strong><br>Dynamic grouping headers organize transactions by Pay Period, Week, or Month. View expenses grouped by pay period to see how they align with your income.</li>
<li><strong>Seamless Real-Time Collaboration</strong><br>Changes like moving an event or marking it resolved sync instantly across all devices and browser tabs. Shared users always see the same financial status.</li>

---

## About this document

This is a markdown mirror of [https://eb.app/features/drag-and-drop-planner/](https://eb.app/features/drag-and-drop-planner/).
The HTML version is the canonical form. This file exists so AI/LLM
tools can ingest the content without HTML parsing.
