Open this site in Safari, tap Share, then tap Add to Home Screen.
Quick add one-time
Add a one-off bill, deposit, purchase, or adjustment directly to the forecast.
Checking & savings
For a quick checking correction, tap the Current checking total below. Use this section when you also need to change savings, the balance date, or move money between accounts.
Balance forecast
Quarterly windfalls remain excluded by default.Scenario settings
Choose what the forecast includes, then edit the amounts that drive those scenarios.
Forecast ledger
| Date | Item | Type | Amount | Balance | Actions |
|---|
Paycheck Planner
Plan bills across one pay period or a longer window. Future income inside the selected window is included automatically.
Paycheck summary
Allocation result
Suggested allocations
Applying updates these existing forecast occurrences. It does not create duplicate bills.
Autopay Watch
Recurring charges you want the planner to watch for. “Missing from plan” means the charge is not currently represented by a matching forecast bill.
Red-zone rescue plan
If the forecast goes below $0 before the next paycheck, this recommends only bills due by the red-point date that could actually be moved to the next paycheck to get back above $0—or above your protected floor.
Trip / Vacation Planner
Start with a blank trip template. Edit any name, amount or date, add or remove rows, and move things around freely. Nothing changes the household forecast until you tap Adopt this plan.
Trip expenses
Names, amounts and charge dates are all editable. The row order is just for planning; the actual forecast always uses the charge dates.
| Item | Amount | Charge date | Use existing household reserve? | Paid / already out? | Move |
|---|
Try it against the household forecast
Nothing on this page affects the forecast until you adopt it. After adoption, changes here sync to the household forecast automatically.
Big Purchase Planner
Your plan total automatically becomes the linked Big-ticket purchase goal.
Plan furniture, appliances, repairs, electronics, or other larger household needs here first. The linked goal updates while you plan; the forecast changes only after you adopt the plan.
Planned purchases
Names, amounts, dates, and row order are editable.
| Item | Amount | Expected charge date | Move |
|---|
Try it against the household forecast
Adopt the plan when you want to see these purchases in Forecast, Paycheck Planner, and Timeline.
Bills and recurring items
Active recurring items only. Edit any detail here; “End recurring” stops future occurrences while keeping past Timeline history.
Add recurring item
Timeline
Your historical ledger. Once something is Paid, Received, or Reconciled, it leaves Forecast and is recorded here.
Your most practical view: the reconciled balance, then every projected deposit and payment in order.
Build your Vacation / Trip and Big Purchase plans first — those planner totals automatically become your linked goals. If you expect a bonus or other windfall, define it on the Forecast page. Then use Goals to optionally decide how much of that windfall you want to put toward each goal. You do not need a windfall to use the planners or goals.
Goals
Vacation and big-purchase targets come from their planners. Their progress shows what has actually been paid.
Windfall allocation
Optional. The windfall amount and date come from Forecast; this only plans how you would allocate it.
Core settings
Everything is stored in this browser. Export a backup before clearing browser data or moving devices.
Advanced / data controls
Reset starts the app over on this device. It clears bills, payment history, moved/skipped items, one-time items, goals, and other planning changes.
Reset keeps only your income setup, current reconciled balance/date, preferred floor, and SpotMe limit.