People who already budget

YNAB, Monarch, and a spreadsheet already cover a month’s budget. Fiscal Flowcast can sit beside that work: a net worth forecast on Free, and a cash-flow forecast on Basic.

How it helps

Net worth forecast

The net worth forecast projects assets and liabilities from accounts you add by hand. It is on Free, available on demand, whether or not you also keep a budget elsewhere.

Cash-flow forecast

On Basic, the cash-flow forecast projects a running balance from recurring income and bills. Category budgets in Fiscal Flowcast are on Basic too, if you want them here.

CSV import

CSV import is included on Free. An export can create accounts and categories. You can also add accounts and transactions by hand, and a CSV download is once every 30 days.

Getting started

Add accounts by hand

Add checking, savings, cards, and loans yourself. Free includes up to 5 accounts. Bank linking is not on Free.

See the net worth forecast

The net worth forecast projects the accounts you added. It is available on demand on Free.

Set up categories

Categorize transactions. The Categories view lists spending by category and is included on Free.

Budgets and the cash-flow forecast are on Basic.

YNAB and Monarch

The comparison pages list features side by side, including plan limits. They are reference tables, not a ranking.

Start with the accounts you have

Add accounts by hand and see a net worth forecast on Free with Fiscal Flowcast. Budgets and a cash-flow forecast are on Basic.