Cashflow Planner
Master your finances with intelligent cashflow forecasting, smart budgeting, and real-time financial insights
Cashflow Planning & Forecasting
Plan ahead with template-based forecasting. Create recurring transaction templates and automatically generate forecasts to visualize your financial future with clarity and precision.
Recurring Transaction Templates
Create reusable templates for regular income and expenses. Support for daily, weekly, monthly, quarterly, and yearly patterns with flexible interval options.
Automated Forecast Generation
Automatically generate forecast transactions based on your templates. See your financial future mapped out clearly with projected income and expenses.
Interactive Balance Visualization
Dynamic dashboard graph displays your balance history and projected cashflow. Zoom, pan, and explore daily, weekly, or monthly views with detailed transaction breakdowns.
Cashflow Reports & Analysis
Track money flows by Operating, Investing, and Financing activities. Generate detailed reports with period grouping and comparisons.
What You Get
Available exclusively for Business and Agency plan subscribers.
Smart Budgeting
Take control of your spending with flexible budgeting tools. Create custom budgets, track expenses in real-time, and stay on top of your financial goals with intelligent insights and alerts.
Flexible Budget Categories
Create custom budget categories tailored to your spending habits. Set budget limits for different spending areas and track your expenses against these targets with unlimited category options.
Smart Budget Tracking
Set monthly, quarterly, or annual budget limits and track spending in real-time. Get instant visibility into how much you've spent versus your budget targets.
Budget Analysis & Reports
Visualize spending patterns with detailed budget reports. Compare actual spending against budgets, identify trends, and make data-driven financial decisions.