Read the budget forecast

Budget shows how planned transactions may change your current balance over the next 12 months.

Choose a currency and month

The forecast is calculated separately for each currency. Make sure the intended currency is selected, then move between months.

For the current month, the calculation starts with the actual balance and includes the remaining future events. Later months use the result from the previous period.

What the forecast shows

• the expected balance at the start and end of the period;
• the balance change during the month;
• total income;
• total expenses;
• transactions and totals by category.

Review your plan

1. Find months with the lowest income or highest expenses.
2. Notice periods where the balance falls sharply or remains flat.
3. Check large expenses and their dates.
4. Confirm recurring income is included.
5. Review the largest expense categories.
6. Adjust an optional transaction and compare the result.

Why numbers change

The forecast recalculates whenever current balances, amounts, dates, or transaction schedules change. The more current this data is, the more useful the calculation becomes.

It cannot include unplanned events and does not guarantee a future result. Use it as a scenario for comparing decisions.

Practical example: Test a financial decision.