Introduction to ForwardFi

ForwardFi is a personal cash-flow forecasting tool. It lets you model your expected income and expenses as recurring rules, then projects that activity forward so you can see whether you will have enough money in the months ahead.

Unlike budgeting apps that track what has already happened, ForwardFi focuses on what is going to happen. You define the rules for your regular transactions and the application generates a rolling 12-month forecast from them.

• Bank Account — A named account that holds a current balance and groups your transaction rules.
• Transaction Rule — A named income or expense item with a recurrence pattern.
• Entry — A scheduling period attached to a rule that sets the amount, recurrence, and date range for that period.
• Forecast — A day-by-day projection of your balance generated from your rules.
• Share — An invitation that gives another ForwardFi user read and edit access to one of your accounts.