Looking ahead

Foresight

Where you're headed: forecast the next 12 months, lock in a plan, then check progress against it.

Forecast Plans Envelopes Checkpoint Goals Debt Scenarios Schedule

Month 2026-05

Envelopes

Allocate each dollar before you spend it. Envelopes track a tag (recommended - uses the tag hierarchy) or a category. Spent column updates live.

Zero-based budgeting

Ready to assign

$18,122.47

$18,122.47 of your cash isn't assigned to an envelope yet.

Spendable cash · 2 accts

$19,082.47

− Assigned

$960.00

= Ready

$18,122.47

Allocated

$960.00

Spent

$3,250.01

Remaining

−$2,290.01

Envelopes

2026-05

This month

Allocations

NameScopeAllocatedSpentRemainingProgress

Coffee

category

$89.81

−$29.81

150%

Groceries

category

$425.92

$24.08

95%

Restaurants

category

$359.76

−$109.76

144%

Shopping

category

$2,374.52

−$2,174.52

1187%

New envelope

Allocate dollars