How Do I Compare Income with Bills/Expenses and View Future Projections?

Modified on Mon, 9 Sep at 8:45 PM

To compare your income with your planned bills and expenses and view future projected balances, follow these steps:

Access the Cashflow Card:

Open TimelyBills and navigate to the Dashboard.
Click on the Cashflow card to open the Cashflow screen.

Open the Cashflow Screen:

The screen will display data for the current month by default. To adjust this, click the range icon in the top-right corner.

Select Your Date Range:

Choose one of the following options to compare income and expenses:
- Monthly: See a monthly comparison of income versus expenses.
- Monthly with Custom Start Date: Set a custom start date if needed (e.g., January 14 to February 13).
- Weekly: Compare income and expenses every week.
- Bi-weekly: View comparisons every two weeks.
- Custom Date Range: Define your own start and end dates for a tailored analysis.

Click Apply:
- Update the view by clicking Apply after selecting your date range.
  - Whatever date range and choice you select, it keep them saved for future.

View future projections:
- For instance, in the screenshot below, we are in month of September and have set the projection to October. The app will now display projected income, expenses, and balance for that future month.
- To check the balance on a specific date, click on that date in the calendar. The app will display a summary from the start of the range up to the selected date.