💰 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.
From To Min $ Max $
Total Personal Income
Total Personal Expenses
Total Business Income
Total Business Expenses

Annual Budget

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.

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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…

☁ Cloud Sync

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