Access & portability
You can download a copy of your personal information from your account settings whenever you like.
See where your money is heading.
ForwardFi gives you a clear forward view of your bank balance, so you can plan ahead with more confidence and less spreadsheet work.
See your total balance, accounts, and a clear cash-flow forecast in one calm dashboard.
Core features
Built for real life
ForwardFi stays focused on one job: helping you understand what your balance is likely to do next, without turning planning into a second job.
Forecast across your accounts
See balances together in one place and build a clearer picture of what comes next. Pro unlocks unlimited accounts.
Plan around real-life cash flow
Capture regular income, bills, and the messy one-off moments that make real planning harder than a monthly budget.
Keep transfers accurate
Move money between your own accounts without distorting the overall forecast total (Pro).
Compare different scenarios
Model best-case, worst-case, or in-between plans and compare them on the same forecast graph (Pro).
Use the view that fits
Switch between chart, list, spreadsheet, and calendar views depending on how you like to plan.
Compare forecast vs actuals
Bring in past transactions, categorise what happened, and compare reality against the plan you expected (Pro).
Import bank transactions from CSV
Map the columns from your bank export, review the result, and keep the original file on your device (Pro).
Share access when needed
Invite another person into the planning workflow while keeping account-owner controls clear (Pro).
Stay secure and in control
Use two-factor authentication, export your data, and manage sensitive actions with clear account controls.
Pricing
Straightforward plans
Start on Free, or unlock the full planning toolkit with a 30-day Pro trial.
MonthlyAnnualSave with annual
Free
A simple starting point for one-account forecasting.
$0 /mo
Get started
What's included
- 1 owned account
- Up to 10 recurring rules
- 3-, 6-, or 12-month forecast horizon
- Expense tracking and imports not included
- One-off future transactions not included
- Scenario planning not included
- Sharing and collaboration not included
Pro
Most popularStart with a 30-day free trial, then continue month to month.
$5 /mo
Start 30-day trial
What's included
- 30-day free trial
- Cancel anytime
- Unlimited owned accounts
- Unlimited recurring and one-off planning rules
- Expense tracking with CSV imports
- Transfer rules between your accounts
- Scenario planning for multiple possible outcomes
- Account sharing and collaboration
- Forecast up to 5 years ahead
FAQs
Frequently Asked Questions
Yes. Add your accounts, balances, income and expenses to see the full picture in one place. Pro includes unlimited accounts, so your forecast can keep pace as life gets more complicated.
Data privacy
Stay in control of your data
ForwardFi is built to help you stay in control of your financial data and your privacy choices.
Data privacy
We never sell your personal information. Your data is protected with strong security measures to keep it safe.
Deletion controls
You can request to delete your account, with a 30-day window to change your mind. Simply log back in to cancel the deletion.