Future cash-flow forecasting
See your future cash flow before the month begins.
Plan income, bills, savings, and recurring payments, then see how they shape your balance in future months. Keep your day-to-day budget connected to the bigger picture.
Illustrative example
A plan that looks ahead
Figures are illustrative. Your forecast follows the entries and schedules in your own budgets. Forecasting depth depends on your plan.
From plan to progress
Everything around your forecast
Build a monthly plan, keep repeat payments in view, and check what actually happened. Use the views that answer different questions about your money.
Try a free planning toolMonthly budget planning
Give each month a plan for income, expenses, and savings. Keep separate budgets for different parts of your life, then review each one month by month.
Explore featureRecurring income and payments
Set a repeat schedule for paychecks, bills, and other regular payments so future months include the money you expect without entering every occurrence by hand.
Explore featureBudget goals
Set a target balance for a budget and follow its progress against your current balance. See the gap between today and the amount you want to reach.
Explore featureBudget reconciliation
As a month closes, compare the balance you expected with the actual balance. Use that difference to understand where your plan and reality diverged.
Explore featureConsolidated View
Select the budgets you want to see together. Review combined monthly and yearly totals and follow their balance trends across those budgets.
Explore featureReports
Understand external income, external spending, cash surplus, and savings allocation for a period. Reports explain the flow of money; Consolidated View brings budget balances and totals together.
Explore featureShared budgets
Invite another person to a budget and choose their access. Plan together in one shared space while keeping each person's other budgets separate.
Explore featurePaid capability
Advanced Analytics
Go deeper into charts and detailed analysis with a paid subscription. The free plan includes monthly planning and Reports; Advanced Analytics requires an active paid plan.
Give your next month a plan.
Start with a free account, then choose the plan that fits the budgets and insights you need.