Documentation
WalletForecast Help Center
Learn how to use WalletForecast to predict your financial future. Find step-by-step guides and tips to master balance forecasting.
Getting Started
Set up WalletForecast and start forecasting in minutes
Quick Start Guide
Get up and running in 3 simple steps
- 1Download WalletForecast from the App Store
- 2Enter your current bank balance when prompted
- 3Add your recurring income (salary, benefits)
- 4Add your recurring expenses (rent, bills, subscriptions)
- 5That's it! View your forecast for up to 1 year ahead
- 6Update your balance weekly to keep forecasts accurate
First-Time Setup
Configure WalletForecast for your needs
- 1Set your starting balance to match your bank account
- 2Choose today's date as your starting date
- 3Create categories for your transactions (Housing, Food, etc.)
- 4Add your most important recurring transactions first
- 5Set up Face ID/Touch ID for quick access
- 6Export a backup of your data from Settings
Managing Your Balance
Keep your forecasts accurate with regular balance updates
Updating Your Balance
Reconcile with your actual bank balance
- 1Tap the refresh icon next to your current balance
- 2Enter your actual bank balance from your statement
- 3Add an optional note about the update
- 4The app reconciles any differences automatically
- 5Your forecast adjusts from this new baseline
- 6Update weekly or after unexpected transactions
Understanding Balance Tracking
How current vs projected balance works
- 1"Current Balance" is your last confirmed bank balance
- 2"Projected Balance" includes transactions since then
- 3If they differ significantly, you may have missed transactions
- 4Regular updates catch forgotten expenses or income
- 5The app shows your last 3 balance updates for reference
- 6Use balance history to track your financial progress
Transactions
Add and manage your income and expenses
Adding Transactions
Track one-time and recurring transactions
- 1Tap the "+" button to add a new transaction
- 2Choose "Quick Transaction" for one-time items
- 3Select Payment (expense) or Deposit (income)
- 4Enter the amount and description
- 5Choose or create a category for organization
- 6Set the date (can be future-dated for planning)
Recurring Transactions
Automate regular income and expenses
- 1Choose "Recurring Transaction" from the add menu
- 2Set the amount and description
- 3Choose frequency: Daily, Weekly, Bi-weekly, Monthly, etc.
- 4For monthly: pick a specific date or pattern (e.g., "First Monday")
- 5Set start date and optional end date
- 6Activate/deactivate anytime without deleting
Forecasting
Understand and use your balance predictions
Reading Your Forecast
Navigate your financial future
- 1Choose forecast period: 1, 3, 6, or 12 months
- 2The chart shows your balance trend over time
- 3Green indicates positive balance, red shows negative
- 4Tap any day to see transactions and ending balance
- 5Look for low balance warnings and alerts
- 6Use the summary to see lowest/highest points
Forecast Alerts
Understanding warning indicators
- 1Low Balance: When approaching your threshold
- 2Negative Balance: Potential overdraft warning
- 3Significant Drop: Large percentage decrease in one day
- 4Review alerts to adjust spending or timing
- 5Add income or reduce expenses to avoid issues
- 6Alerts update instantly as you modify transactions
Analysis & Insights
Understand your spending patterns and trends
Category Analysis
See where your money goes
- 1Navigate to the Analysis tab
- 2View spending breakdown by category
- 3See visual charts of expense distribution
- 4Compare income vs expenses over time
- 5Identify your biggest spending categories
- 6Use insights to find savings opportunities
Transaction Filters
Find and review specific transactions
- 1Use filters: All, One-time, Recurring, or Upcoming
- 2Upcoming shows next 30 days of scheduled items
- 3Swipe left on any transaction for quick actions
- 4Edit amounts or dates as needed
- 5Deactivate recurring items temporarily
- 6Group view by date for easy review
Data & Privacy
Backup your data and maintain privacy
Exporting Your Data
Create backups and transfers
- 1Go to Settings > Export Data
- 2Choose a location to save the JSON file
- 3File includes all transactions and settings
- 4Save to iCloud Drive or other secure location
- 5Use for backup or transferring to new device
- 6Export regularly to protect against data loss
Importing Data
Restore backups or migrate data
- 1Go to Settings > Import Data
- 2Select your exported JSON file
- 3Choose "Merge" to add to existing data
- 4Or "Replace" to start fresh with imported data
- 5Review import summary for any issues
- 6All data validation happens automatically
Pro Tips
Get the most out of WalletForecast
Best Practices
Tips for accurate forecasting
- 1Update your balance weekly (set a reminder!)
- 2Use average amounts for variable bills
- 3Set up all recurring transactions, even small ones
- 4Plan for annual expenses like insurance
- 5Review your forecast before major purchases
- 6Export backups before making big changes
Common Solutions
Quick fixes for common scenarios
- 1Forecast off? Check recurring transaction dates
- 2Missing transactions? Review your recent updates
- 3Planning a purchase? Add it as a future transaction
- 4Subscription cancelled? Deactivate, don't delete
- 5Irregular income? Add when confirmed, update balance often
- 6Multiple currencies? App uses your device settings
Coming Soon
Video Tutorials
We're creating video tutorials to help you learn WalletForecast visually. Follow us on social media for tips and updates!
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