Debit & Credit User Guide

Balance Forecasting

Based on Scheduled Transactions

Debit & Credit can forecast your future balance based on your existing scheduled transactions and future pending transactions. You can either forecast your total net worth or specific account balance. There is a dedicated report "What will happen to my wealth in the future?" which is used for forecasting balance.

Please note that by default this report provides forecast for your net wealth, a specific account can be selected in the report settings. There are shortcuts available for balance forecasting on some of the supported devices:

Balance Forecasting in macOS

Right click an account in the account list and select "Balance Forecast".

Debit & Credit Balance Forecasting Shortcut in macOS
Balance Forecasting in iOS (3D Touch Enabled Devices Only)

Use peek and pop gesture on an account in the main list, swipe up to show the actions and select "Balance Forecast".

Debit & Credit Balance Forecasting Shortcut in iOS
Balance Forecasting in iOS (iPad Only)

Tap on the account actions button while browsing transaction history. Select "Balance Forecast".

Debit & Credit Balance Forecasting Shortcut in iOS

Related topics: creating scheduled transactions, general information about scheduled transactions, actions on scheduled transactions.