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FarPlanner lets you import your actual financial information from sources such as your bank, or from budgeting applications such as Quicken or Mint.
Importing actuals provides these benefits to your financial plan:
- Improve FarPlanner’s forecast accuracy: Automatically identifies your actual recurring income (e.g., your paycheck) and expense (e.g., your cable bill) transactions. FarPlanner then projects these amounts and flows into your financial forecasts
- Better understand your forecast cash flow: You can assign categories to these recurring transactions (beyond a single ‘misc’ category), allowing you to better separate and analyze your cash flow into the future
- Match your actuals to planned tracker cash flows: Once future tracker financial activity in your plan becomes today’s activity, match these trackers to actual transactions so they can extend actual amounts into the future, thereby improving FarPlanner’s forecast.
Download FarPlanner for free today, to build your own private discrete FarPlanner plan and gain insights of what your financial tomorrow might look like, decades into the future.