Dashboard › Future

What it is for

Projects the next months with today's fixed bills and the average of variables, so you can see if a month goes negative.

Before you start

• Have at least one month logged.
• Close finished months.

Step by step

1. Open Dashboard › Future.
2. See the projected savings and the amount kept at the end of the horizon.
3. Click a month in the table to see where each value comes from.
4. Adjust the estimated savings rate if it does not reflect your behavior.

Every action on this screen

Adjust rate

The button opens a percentage field (20% of salary). Enter saves, Esc cancels.

Projection detail

Each month shows income, expense, balance, savings (editable, marked "est."), accumulated and source. Edit opens Month, Add creates the missing month.

Planned expenses

Register a future purchase (Fridge, R$ 3,200) and assign it to a month to enter the projection.

Recurring entries

Create, edit and end fixed ones (Condo fee, Academia Smart). They enter the projection by themselves.

Shortcuts

• ⌘K: go to another screen. F1: Dashboard help.

Common problems

The tab says there is no open month. Create the next month with the Month picker.

See also

• Dashboard › Past
• Dashboard › Goals
• Month