Have you ever overdrawn the balance of your account just because you forgot of a recurring transaction (e.g., payment for insurance)? This app allows you to avoid such situations and control/forecast your income and expenses!
More specifically, this app enables you estimating your balance over several weeks, months, or years (in case your expenses and revenues develop as expected). It helps to plan your financial situation, and also to decide if an investment should be made now or better later, for example.
How to use:
1) Enter the current balance.
2) Add single or recurring transactions (income and expenses).
3) See how your finances will develop over the next few weeks, months, and years!
4) Enter actual account balances at specific (future) dates. This will correct wrong estimations.
You can manage several accounts with this app (e.g., for several people in your family). You can use a PIN (or Touch ID/Face ID) to protect your data!
Fixes an issue that caused a 'no balances' message in case the last saved balance is outside the currently viewed period.
Ratings and Reviews
So very close....
I've been looking for the ideal cash forecast app for years. This app is lightweight, well designed and fast. There are a few improvements that would make it my go-to. 1) A recurrence pattern for bi-monthly income.... I don't know why this is so hard and many people are paid on the 1+15. 2) No way to edit pending recurrent transactions if there will be a one-time change in the amount. 3) No option to automatically insert a decimal and 4) No way to control backup locations such as iCloud, Dropbox, etc.
You can easily enter a transaction that occurs every two weeks: either use 'weekly' with 'every 2 weeks' or use 'daily' with "every 14 or 15 days'. We are working on enabling the edit of a pending recurrent transaction for one-time changes. As for the 'decimal-issue': please could you explain this in a bit more detail?
Love this app!
This is a super easy to use interface to track spending and recurring transactions and easily see projected account balances. All in all does the job well. However with the following features it could be 5-stars:
- Allow for transfer between accounts
- Allow for time to be added to transactions (3:30pm, 10:00am, etc.)
- Allow categories to be added to transactions (auto, home, loans, etc.)
- Import/export transactions
EXACTLY what I was looking for!
This app is amazing and so simple to use.
Covers the addition of multiple accounts with individual income/outcome associated with each one and shows separate projected balances based on the account selected. Perfect!
With Family Sharing set up, up to six family members can use this app.