Currently finishing up the final details of two new tools, which will also be available at Etsy.
Cashflow Forecast Dashboard
The Cash Flow Forecast Dashboard is designed to help individuals and small business owners visualize future cash movement with clarity and confidence. Built around real-world pay cycles, recurring bills, and expected income, it provides an easy-to-understand forecast of upcoming cash flow, helping users identify potential shortfalls, plan ahead for expenses, and make more informed financial decisions.
Key Features
Forecast future cash balances based on income, bills, and planned expenses.
Supports recurring pay schedules and recurring bill tracking.
Highlights potential cash shortages before they occur.
Provides a clear visual dashboard for upcoming inflows, outflows, and available cash.
Master Budget System
The Master Budget System is a comprehensive personal finance workbook that brings accounts, budgets, bills, transactions, and financial planning into one organized platform. Currently being refined into a flexible, reusable template, the system is designed to adapt to a wide variety of budgeting styles while providing powerful tools for tracking spending, managing cash flow, monitoring net worth, and maintaining long-term financial goals.
Key Features
Centralized management of accounts, budgets, bills, and transactions.
Tracks spending, income, account balances, and net worth in one workbook.
Flexible design that accommodates multiple budgeting methods and financial goals.
Interactive dashboards and reporting tools for monitoring financial performance over time.