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by johnthesecure 1482 days ago
I currently use a Google sheet, but I'm looking for something better.

I have many automatic payments (credit card, telephone, utilities, etc) from a transaction account. I also have a loan with redraw, and I want to have most of my funds keeping the loan balance low, but I don't want my transaction account to go negative. So I need to forecast future transactions.

Future transactions may be annual, monthly, four weekly, two weekly, etc. It's a real mess. Some are easy to predict accurately, others can only be estimated.

I have a column to keep track of which future transactions are predictions/estimates/allowances, and which ones have been confirmed.

I also have a column to keep track of which transactions have been reconciled with the bank. (This is currently a manual cross-checking process, since my bank doesn't have API access.)

My preference would be a text-based system (https://plaintextaccounting.org/), but haven't found one that neatly allows estimates of future transactions that can be modified once the details are known.

1 comments

I'm you like Google Sheets and automation, check out Tiller - it's pulls your daily spending and transactions directly into you spreadsheets. It also has auto-categorization. It is a paid service.