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 BankTree Online Personal Finance - Forecasting


This is a useful feature of the software. The forecasting page allows you to quickly look at your current balance and have this projected for any future date. Forecasting is based on current scheduled items and does not depend on budgets

For each account select the account filter to show all schedule transactions for that account. The current net worth, will be shown with the forecasted net worth. As you change the selected date the projection is updated for the selected date range. The chart will plot the projection, automatically selecting the date grouping based on the amount of data points available.

You can also amend the schedule, or add a new schedule item on this page.

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