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Cash flow forecasting with shortfall alerts

Feature Requests

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1 vote

Cash flow forecasting with shortfall alerts

Add a cash flow forecasting view that projects account balances over the next 90 days (or a user-defined horizon) using recurring income, recurring bills, subscriptions, and budget allocations.

Key capabilities requested:
– Pull in known recurring income and expenses automatically to build a forward-looking cash flow timeline
– Alert the user when a projected balance is expected to drop below a custom target amount or below $0 in a selected account
– Allow users to set the planned frequency for budget line items (e.g. “groceries – weekly”) that span multiple transactions per month, so the forecast distributes spending accurately across the period

This would help users proactively identify and avoid shortfalls before they happen, rather than reviewing spending only after the fact.

Yuval Shuminer shared this idea

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