More Knowledge


In Budget Forward, a Plan encompasses your Accounts, Budgets and Goals.

By creating the concept of an overall plan, Budget Forward allows you to easily make a duplicate to experiment with new ideas of how to manage your money. Additionaly, you may even use more than one plan so you can keep your family, business and personal goals seperate.

You can also share plans with other users of Budget Forward.

Budget Period

The Budget Period is the time simulated to produce the results on the Budgets screen. Your budget rings are a representation of this simulation. Usually this is set to a single year as many people find their expenses recur at least once per year. However if you have Budget Items that have a recurrence where they do not occur every year (eg. every two years on the first week of November) then you may wish to set this to a higher value.

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Budget Forward - Learn More

Wednesday, 4 November 2020

Budget Forward is a budget planning app that takes your savings and debts along with your income and expenses and simulates your future financial position. You can also set goals such as repaying or offsetting loans, paying off credit cards and saving for future expenses. Budget Forward will know when you have available funds and allocate them to these goals according to priority.


Wednesday, 15 July 2020

Budget Foward privacy explained.

Getting Started

Thursday, 11 June 2020

It can be really daunting to start budgeting, so here we take a look at the structure of a plan in Budget Forward and the best way get started.


Thursday, 11 June 2020

Learn about the three types of accounts in Budget Forward

Budget Items

Thursday, 11 June 2020

Learn about the five kinds of Budget Items in Budget Forward


Thursday, 11 June 2020

How does a Budget work in Budget Forward


Thursday, 11 June 2020

Learn about the four kinds of goals in Budget Forward