Planning for the future

Available on the web app, Plan view is a way to look at multiple months at once to see past actuals and future plans together. You can add in expected changes like a raise and increased holiday spending and see how your cash flow changes.

Track your progress on a monthly and yearly basis!

Shown is a click through of a Planning Page beginning with viewing progress, then a forecast that is expanded to show all categories of income and expense for several projected and elapsed months

You can also plan your Savings with our new Goals feature. Read more here: Track your savings goals

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