📖Introduction

Get started with Projected Cash Flow and learn how to forecast your financial future

Last updated: 1/21/2025
getting-startedoverview

Welcome to Projected Cash Flow

Projected Cash Flow helps you visualize and plan your financial future by connecting to your Lunch Money account and providing powerful forecasting tools.

What is Projected Cash Flow?

Projected Cash Flow is a financial planning tool that:

  • Imports your data from Lunch Money automatically
  • Projects future cash flow based on your recurring transactions
  • Helps you plan for major purchases and financial goals
  • Visualizes trends with interactive charts and graphs

Key Features

📊 Cash Flow Visualization

See your money flow over time with interactive charts that show:

  • Daily, weekly, and monthly cash positions
  • Income vs expenses trends
  • Account balance projections

🔄 Recurring Transaction Management

  • Automatically detects recurring transactions
  • Allows you to ignore one-time occurrences
  • Projects future recurring payments and income

📅 One-Time Transaction Planning

  • Add future one-time transactions
  • Plan for large purchases or windfalls
  • See how they impact your cash flow

🏦 Multi-Account Support

  • Track multiple bank accounts
  • View consolidated or individual account projections
  • Transfer planning between accounts

Getting Started

Ready to begin? Check out our Quick Start Guide to connect your Lunch Money account and start projecting your cash flow.

Need Help?