💰 Financial Forecast

No data loaded — go to Load Data tab
$
Income
Expenses
Net
Income
Expenses
Net
$
Income
Expenses
Net
Income
Expenses
Net
Income
Expenses
Net

Recurring Transactions

Budget amounts override auto-detected amounts in the forecast.
Category From To
From To Min $ Max $
Total Personal Income
Total Personal Expenses
Total Business Income
Total Business Expenses

Personal Budget

Business Budget

BK Debt

Load Bank Data

Export CSV files from your bank and upload them here. The tool auto-detects Chase vs Wells Fargo format. Re-uploading won't duplicate entries.

🏦

Wells Fargo Checking

No header row.
Format: Date, Amount, *, Check#, Description

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Chase Account 1383

Has header row.
Format: Details, Posting Date, Description, Amount…

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Chase Account 1747

Has header row.
Format: Details, Posting Date, Description, Amount…

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