Reporting
Sync live · just now

Planning & Forecasting

January 2026 plan

Set Your Financial Targets

Projected Net Cash Flow is auto-derived from planned collected cash minus planned cash-out. Projected Ending Cash includes your opening cash balance plus projected net cash flow. Apply Plan sets the active baseline used in Forecast and Plan vs Actual.
Growth focus impact appears here.
Projected Net Cash Flow

$18,000

Planned collected cash target minus planned cash-out limit
Projected Ending Cash

$18,000

Opening cash balance plus projected net cash flow
Planned Cash Out Limit

$42,000

Monthly operating + discretionary spending cap
Minimum Cash Buffer

$25,000

Lowest cash you want to stay above
Buffer Risk

Safe

Projected lowest cash: $0 vs buffer target: $0. Forecast stays above your minimum cash buffer.

Cash Flow Forecast

Forecasted cash movement based on recent cash transactions plus expected invoice collections.
Cash Runway
0 months
You are safe for 0 months at current spending.
At Risk
Starting Cash

$0

From forecast assumptions balance
Projected Cash In

$0

Operating + expected collections
Projected Cash Out

$0

Recurring + scheduled spending
Ending Cash

$0

Needs attention

Forecast Assumptions

Data Source Last 3 months of transactions
Avg Monthly Operating Cash In $0
Avg Monthly Operating Cash Out $0
Scenario Multiplier Cash in: 100% · Cash out: 100%
Expected Invoice Collections 0 outstanding invoices ($0 expected)
We analyze your last 3 months of transactions to estimate averages. Pending invoices are added to projected inflows and scenario multipliers adjust baseline assumptions.
Top drivers appear here.
Action guidance appears here.

Cash Flow Over Time

$0 $0 $0 $0 $0
Week 1 Week 2 Week 3 Week 4
Projected balance

Decision Simulator

Can I afford this decision?

Recurring · $0/month
30 Days Risky
Cash Before $0
Cash After $0
Runway Change 0 mo
Status explanation
60 Days Risky
Cash Before $0
Cash After $0
Runway Change 0 mo
Status explanation
90 Days Risky
Cash Before $0
Cash After $0
Runway Change 0 mo
Status explanation

Impact Summary

Runway After Decision
Ending Cash (90 Days) $0
Monthly Net Change $0
Based on current forecast assumptions.

Previous Simulations

Select Month

Collected Cash vs Plan

0%

$0
Cash Out vs Plan

0%

$0
Net Cash Flow vs Plan

$0

vs $0 planned

Plan vs Actual Comparison

Summary appears here.
Cash In
Cash Out
Planned Actual