More Knowledge

Pocket Accounts

Pocket Accounts are contained within Standard Accounts where they reserve funds. The available balance on the standard account will will reflect this reservation. There are three types of pocket accounts:


These are created by an Allowance budget item. Allowances are for expense tracking and you would generally add expenses to this manually as they occur.


These are created by a Goal for tracking the funds saved towards the target.

Goal Collection

These are created by a Goal in the situation where goal funds are not immediately transferred when income is paid, but are collected before a regularly recurring transfer.

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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.

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


Thursday, 11 June 2020

What is a Plan