Balansly Documentation
A practical guide to setting up accounts, planning income and expenses, and using your balance forecast.
Balansly helps you see not only how much money you have today, but also how planned income and expenses may change your balance over the next 12 months.
You do not need to log every purchase. Add your accounts and current balances, schedule the important transactions ahead, and refresh balances from time to time. Balansly turns that information into upcoming events, plan variance, and a month-by-month forecast.
Get started
- Learn how Balansly works and how planning differs from expense tracking.
- Follow the quick start to choose a primary currency, add accounts, and schedule your first transactions.
- Build a simple review routine to keep the forecast useful.
Core features
- Accounts, wallets, and currencies — current balances and their update history.
- Planned income and expenses — one-off and recurring transactions.
- Overview screen — total balance, upcoming events, and variance from plan.
- Budget forecast — expected balance, income, and expenses over 12 months.
- Actual balance versus plan — check how closely reality matches your expectations.
Practical guides
- Test a financial decision before a large purchase, trip, or irregular payment.
- Explore financial planning use cases if you are deciding where to begin.