Chapter 19. Forecast

Colin Wright

Jack H. Ostroff

Revision 5.2.0 (2024-12-01)

What is a Forecast?

In KMyMoney, a Forecast is a prediction of the balances of Accounts during a specified future period of time.

Forecasts can be predicted using one of two methods.

Scheduled and Future Transactions

KMyMoney uses a combination of future transactions already entered into the ledgers and the entries in the Schedule.

History-based

KMyMoney uses values from past transactions.

The Forecast View shows the predicted balances at account cycle dates and the expected difference between the starting and ending balances. The summary also displays messages about significant predicted changes to the accounts during the forecast period. In addition to the summary, you can also view day-by-day balances and the minimum and maximum balances for each forecast account cycle.

The next section describes how you can configure the forecast method and other parameters used to calculate a Forecast. Following that is a section with more details on the Forecast View.