Option 1
The Workbook
The core forecasting tool. A structured Excel or Google Sheet workbook designed to forecast income and obligations by the date they actually land.
What’s included:
- Excel and Google Sheets workbooks
- Quick Start Guide
- Tutorial
Cash flow forecasting suite
Stop guessing. Start planning.
Use the same forecasting logic businesses use to anticipate pressure points and make confident household decisions.
Feature walkthrough
Know exactly where you stand.
Cash flow stress is often a timing problem. A household can be financially capable on paper and still feel pressure when income, bills, savings transfers, repairs, school costs, insurance, or irregular expenses land in the wrong order.
- Set low balance alerts — your personal safety net.
- See exactly when low balances would hit.
- Confirm your largest in/out transactions.
- Model real-life scenarios.
Companion guide
Understand what your forecast is telling you.
The Companion Guide explains key terms, forecast details, timing gaps, and scenario planning in plain language.
Choose your starting point
Select which option is best suited to you.
Option 2
The Companion Guide
The strategic deep-dive. Learn how to read your forecast and spot common trends, see “timing” gaps before they become urgent, and use scenarios to model future plans.
What’s included:
- 30-page PDF
- How to use Forecast Details
- Glossary of Terms
Option 3
The Complete Bundle
The ultimate forecasting kit. Get the Workbook and the Companion Guide together for a complete understanding of your household cash flow. Best value for a total financial reset.
What’s included:
- Everything included with the Workbook and the Guide
- $15 savings when bought as bundle
Ready when you are
Choose which forecasting tools are best for your money matters.
Buy one tool now, or start with the complete bundle.