Introducing Forecasting on Albert

A new way to plan and predict your financial future — up to 5 years out.

Most budgeting tools tell you where your money went. Forecasting tells you where it's going.

When it comes to your money, you need a plan that goes beyond next month’s budget. That’s why we're launching a new forecasting feature that uses your real financial data — income, spending, investments, debts, and savings — to predict your net worth and cash flow up to 5 years into the future.

Forecasting connects to your full financial picture inside Albert and projects forward so you can prepare for life’s big moments and stay on track with your goals.

What you can do with Forecasting:

• See your predicted net worth up to 5 years out, broken down by cash, investments, retirement, real estate, and debt

• Add upcoming life events to your timeline — like a vacation, new car or move — and your Forecast recalculates instantly to show how those milestones factor into your finances

• Track your future cash flow month to month based on your income, spending, and plans

• View your 365-day outlook with a summary of where your money is and where it's headed

• Customize growth assumptions for your accounts to see your money from different angles

• Get guidance from Genius to stay on track toward your goals and prepare for life milestones

Availability

Forecasting is available now for customers on the Genius plan. Visit our help center for current pricing information. To try it, head to the budgeting tab and swipe to "Forecast."

Source: Albert