Budgets & Forecasting

Set budgets, track them, and forecast what's next.

1. Setting your budgetStart from last year's actual results, set the change you're aiming for, and Ask Lou spreads it across the year.
2. Budget scenarios and presetsKeep more than one version of the year's budget, compare them side by side, and save the targets you reuse.
3. Budget vs actualSee how the year is tracking against your budget, line by line and month by month, and export it for your team or your bank.
4. Your three-statement forecastA forecast income statement, balance sheet and cash flow statement, built from your budget, your own history, and your plans for assets, loans and distributions.
5. Forecast scenariosSet up a better case and a worse case beside your base forecast, adjust any line, and compare them side by side.