Create financial projections in minutes using the Forecasting Calendar. Use our forecasting features to see your daily bank balances up to 30 years into the future. Schedule your upcoming bills and budgets in the calendar too!
In this article
Take the uncertainty out of your planning. Test your earning and spending goals by adding budgets to the calendar and see how your financial future looks. It can be amazing to see how your planned earning and spending affects your finances, weeks, months or even years down the track. The calendar and forecasting graph is especially handy for planning the purchase of big-ticket items, such as a new phone, new car, or even a house!
Create budgets on the calendar and easily adjust them to get get closer to your financial goals.
Use the forecast chart at the top of your calendar page to see forecasted balances on any day into the future up to 30 years ahead.
To find out how much forecasting is included in your plan, go here: https://my.pocketsmith.com/plans
- Creating a budget and forecast
- Using scenarios for forecasting
- Setting up goals for savings
- Create new scenarios or delete existing scenarios
- Balance correction events on the calendar
- Balance graph shows big difference between forecasted and actual balances
- Budget events not changing the forecast balance on the calendar
- Using secondary scenarios
- Incorrect forecast when transaction doesn't occur on same day as budget
- Change the daily forecast balance on the calendar
- Recalculate the forecast manually when editing the calendar
- Viewing the actual transactions & balances on the calendar
- Only using the calendar in PocketSmith and not importing transactions
- Grouped accounts balance correction calculation
- Extend the time period of the forecast graph
- Viewing the forecast calendar in an external application or website
- Alert when forecasted balance is below minimum balance
- Moving a budget event to another month on the calendar
- Change the scenarios shown on the calendar
- Print the calendar
- Past budget events not showing on the calendar