Skip to content
Wiserdime Personal Finance Template
Start by clicking this button (you can delete it and this text after if you like)
The Cash Flow tool lets you see what your account balances will be up to a year in the future for the most precise financial forecasting possible.
Use the “Account” filter to select which account you want to see forecasted balances for.
This tool will not work without first providing the following data:
(optional for if you pay budget items with a credit card)
Manage Cash Flow ✏️
If you have an upcoming expense you want to add, click here
You can edit any transaction forecast in the cash flow grid by hovering over the transaction bubble and clicking the arrows to expand it.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (