Troubleshooting

Why does my forecast look wrong?

Most surprising forecasts come from stale or incomplete inputs. Check these areas before assuming the calculation is broken.

BalanceUpdated 12 days agoUpdate needed

Recurring items2 estimatesReview

Card paymentSource not matchedCheck accounts

Start with freshness, then check missing activity and account-to-account movements.

Start with the current balance

If the balance is old, newer activity may not be reflected accurately. Update the account balance and its date, then review the recalculated low point.

Look for missing activity

Check for unimported accounts, missing card purchases, cash spending, or a recurring item that is paused or still awaiting confirmation. Cusp cannot include activity it has not received.

Check transfers and card payments

If a transfer is counted as spending or income, review the suggested account match. Card-side payments can remain unmatched until the corresponding checking withdrawal is available.

Review the assumptions

Open Show Your Work to see confirmed events, estimates, freshness, and card-payment evidence. Update an estimated date or amount when better information becomes available.