Preview Future Balances, Expenses & Cashflow

How should I use budgets and reminders for an accurate Forecast?
Forecast makes uses of many datasources, including both budgets and reminders. What you should use depends on your preference and the nature of the transaction.
Below is what we recommend, but feel free to do it the way that works best for you:
  • Use reminders for repeating, obligatory expenses that are approximately the same amount every period (e.g. utility bills, rent).
  • Use budgets for flexible, discretionary categories (e.g., eating out, grocery, shopping).
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