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What to do
1. Start with your current accounts
Check that the accounts and latest balances used for planning look right.
2. Review recurring payments
Look over your expected bills, subscriptions and other regular payments. Remove anything that is no longer due.
3. Include regular income
Check the dates and expected amounts of any repeating income.
4. Look ahead over the next weeks
Use the available time ranges to see where a large bill or a gap between paydays could change your balance.
5. Update changes when you know them
Edit planned amounts and dates when your actual bills or income change, then review the forecast again.
Good to know: A forecast is a planning estimate, not a promise about your future bank balance. One-off spending and late payments can change the result.
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