Forecast Planner
Generates forward-looking financial projections from user-entered numbers, including net worth, cash flow, goal tracking, and scenario comparison.
A financial forecasting tool that lets users input their own assumptions to generate month-by-month projections of net worth and cash flow, solving the problem of backward-looking expense tracking. It targets individuals and businesses who want to plan ahead, including finance professionals and executives. Unlike apps that require bank connections, it uses manual entry for privacy and offers scenario comparison and goal tracking.
Key features
- Month-by-month net worth and cash flow projections
- Goal tracking for net worth, debt payoff, savings
- Side-by-side scenario comparison
- What-if scenario modeling
- Goal milestone tracking on forecast chart
- Manual data entry, no bank connection
- No ads, no data selling
- Clean, professional interface
- No social media activity within the last 30 days
GTM channels
- Blog
ICP
- Finance accounting teams
- Executives founders
- SMB owners