balance forecasting

Hi there, I'm looking at changing our bank because of features they've taken away from their web and mobile apps. In particular we used their balance forecasting (balance projection) tools to set up placeholders for recurring and one time bills and income, and then we could view into the future to see where our balances will be at any given time. It was basically how we budgeted. I see that you have a forecasting feature I'm just wondering what that looks like, how it works, and if that would work for us as we look for a new bank with tools like this built in. Thanks for any help you can provide.

Kevin

March 23, 2021 15:15

Hi Shane,

Thanks for reaching out! We currently have an account called Bills Jar that is meant specifically for paying your bills. By creating this account enables our customers to get a clear outlook of how much money is safe to splurge in their everyday checking account.

I hope this information was helpful! Let me know if you have any other questions at this time.

Cheers,

Kevin @ Douugh

balance forecasting

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