Balance projection
The balance projection shows what an account's balance will be after its upcoming transactions (scheduled bills, subscriptions, income and repeating transactions). It helps you spot a shortfall before it happens, so you can move money or delay a payment in time.
On an account
When an account has upcoming transactions, its Account details screen shows a Balance projection section with the projected balance for:
- Next 3 days
- Next 7 days
- Next 14 days
- End of the month, with how many days are left
Below it, Upcoming transactions lists the transactions that make up the projection.
Tap a projection to open the full Balance projection screen, with a chart of the Next 30 days and the projected balance day by day, followed by the upcoming transactions.
For all accounts
To see projections across your accounts, open the Accounts tab, tap the three-dot menu and choose Balance projections. You'll see Grouped projections that add up all accounts with projections for the next 3, 7, 14 and 30 days, a Monthly cumulative view, and the list of Accounts with projections.
The next 3 days are free. Projections further ahead (7 days and beyond) need Pro; on the Free plan they show a lock.
A balance that dips below zero in the projection is your cue to transfer money or reschedule a payment before it goes through.