Payment schedule
Introduction
The payment schedule is your financial calendar on Genkibo. It lists all upcoming due dates for your investments: when you should receive returns, for what amount, and what status each item has.
Opening the payment schedule
- From the main menu, click "Schedule" or "Schedule overview".
- The list of all your due dates is displayed.
Schedule list view
The list view shows each schedule entry with:
| Column | Description |
|---|---|
| Due date | The expected payment date |
| Investment | The related offer |
| Amount | The amount expected on that due date |
| Status | The state of this entry |
Schedule entry statuses
| Status | Description |
|---|---|
| Upcoming | The due date has not arrived yet |
| Pending | The date has passed; payment in progress |
| Paid | The payment has been made |
| Overdue | The due date has passed without payment |
Calendar view
For a more intuitive view, Genkibo offers a calendar view:
- From the schedule, click "Calendar view".
- A monthly calendar appears with due dates marked.
Navigating the calendar
- Click the arrows to go to the previous/next month.
- Click a date to see details for that day’s due dates.
Per-investment personal calendar
Each investment has its own calendar:
- Go to "My investments".
- Select an investment.
- Open the "My calendar" or "Schedule" tab.
- The calendar specific to that investment appears with all its payments.
Downloading your calendar
You can export your schedule as a downloadable file to import into your personal calendar:
- Open the schedule for a specific investment.
- Click "Download calendar".
- The file is downloaded (PDF or a format compatible with your calendar app).
Understanding return frequency
Depending on the offer, returns can have different frequencies:
| Frequency | Description |
|---|---|
| Monthly | One payment per month |
| Quarterly | One payment every 3 months |
| Semi-annual | One payment every 6 months |
| Annual | One payment per year |
| Bullet (in fine) | A single payment at the end |
Frequency is defined in the investment offer terms.
Notifications related to the schedule
Genkibo automatically sends you:
- A reminder before the due date so you know a payment is coming.
- A confirmation when the entry moves to "Paid" status.
- A full calendar by email with all your due dates (automatic send).
Previous: Module 5 — Investment returns Next: Module 7 — Manage your investor profile