There are two ways for adding a new expense plan.
You can add a plan from the expense plan list pressing the plus button (see image below) or you can add a new plan by pressing the plus button from the Actual Expense panel or Plan Expense panel
You have a few types of plans but the most important is Monthly Plan
From the Category field you must choose the type of expense plan you want to add. Monthly plan category will display a different panel than the Other plan category, or vacation category, or weekend category.
To edit an expense plan tap and hold for 3 seconds on a specific plan.