Forecast

A balance can be accurate and still be misleading: it says nothing about invoices arriving next week, upcoming bills, or a hiring decision planned for next month.

Forecast turns these signals into a readable financial position through:

• a larger, primary chart;
• a running cash-balance line;
• clear past, current, and future periods;
• synchronised chart and table selection;
• condensed secondary information.

The hardest problem was not visualising more data. It was preventing fundamentally different types of information from appearing equally certain.

Forecast follows confirmed reality when it exceeds the target, while preserving the target when ambition is greater than known activity.

A financial overview is useful only if customers can investigate and respond:

1. Scan the chart.

2. Select a month or table cell.

3. Open the contextual side panel.

4. Review Actual, Expected, or Overdue items.

5. Edit an assumption, inspect a commitment, or correct a match.

6. See the projection update in context.

The experience balances automation and control through:

• automatic expected transactions;
• historical suggestions and autofill;
• recurring target values;
• editable monthly assumptions;
• scenarios and comparisons;
• settings that persist across devices;
• clear fallback states when data or permissions are unavailable.