Estimating how much money you'll have in your account at a certain point in the future can be a great way to determine if you can afford to make a large purchase or pay off a debt. The Estimate Future Balances tool helps with this by taking your current account balance and then projecting them to a future date based on any recurring transactions and bills you have entered into the system.
The Estimate Future Balances form gives you the options to set the start and end date you'd like to project your balances to. You can optionally enter any additional monthly withdrawals or deposits that aren't accounted for in your bills or recurring transactions. If you want the projection to take place for a specific account, you can select that account too.
Once your balances are projected, the first block of information you'll see is a report that shows the balance over the given timeframe.
The next block of information is a list of all the post-dated transactions, upcoming bills and recurring transactions that are adjusting your balance.
The final piece of information shown is an end-of-month breakdown that shows how much will be spent and saved based on the above transactions.
More InformationYou can learn more about estimating your future balances with ClearCheckbook by visiting our Estimate Future Balances Knowledge Base section.
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