Features
Forecast ahead without losing the details that matter
ForwardFi is for people who want a clearer view of what their money is likely to do next, without turning planning into spreadsheet maintenance.
Forecasting that matches real life
Build a forward-looking cash flow plan across one or many accounts, then test decisions before they hit your balance.
- Recurring income and expense rules
- One-off future transactions for irregular events
- Transfer rules between your own accounts
- 3-, 6-, 12-month, and up to 5-year forecast ranges
- Chart, list, spreadsheet, and calendar views
Scenario planning and account collaboration
Stress-test decisions, compare possible outcomes, and share access when someone else needs to help manage the plan.
- Named scenarios with colour coding
- Scenario overlays on the same forecast graph
- Account sharing and invitation flows
- Owner and collaborator access patterns
Actuals, imports, and clean-up workflows
Track what already happened, compare it with the forecast, and bring data in without falling back to spreadsheets.
- CSV transaction import with a review flow
- Duplicate handling and categorisation review
- Flexible CSV column mapping for bank exports
- Manual transaction editing and categorisation rules
- Actuals kept separate from future forecast rules
Security and account controls
Give people clear controls over access, exports, and sensitive account actions.
- Two-factor authentication support
- Data export and account deletion flows
- Clear session and account security controls
- Sharing and invitation management
Free is built for getting started with a single account. Pro unlocks scenarios, imports, sharing, and the full planning toolkit when you are ready for more.