Forecast
See the bigger picture.
Project how your accounts could grow with recurring contributions, growth rates, and compound interest. Bring your long-term plans into view.
Your financial future, in focus
Plan smarter.
Grow with purpose.
Go beyond basic budgeting. Forecast your net worth, explore what's possible, and turn your financial goals into a plan you can see.
- Free plan available
- No credit card required
More clarity. Less guesswork.
Get to know your money's potential.
The tools to understand today and make more informed decisions about tomorrow.
History
Know how far you've come.
Follow your net worth and individual account balances over time. Export your data to CSV or Excel whenever you want a closer look.
Accounts
Your accounts, together.
Connect your bank, brokerage, and retirement accounts to keep balances up to date, or add accounts manually. Build a view that works for you.
Goals with a game plan
Give your money something to work toward.
A retirement date. A savings milestone. Whatever comes next, put it on the map and watch your progress.
Set your milestone
Track a target date or value across some or all of your accounts.
Let your plan evolve
Optionally adjust contributions or growth rates when a goal is reached.
Make room for what if
Explore tomorrow before it happens.
What if you invested more? What if you retired earlier? See how different choices could shape your financial future.
Focus your forecast
Choose the accounts and time periods you want to explore.
Try a different scenario
Create custom assets or liabilities to model possibilities without changing your real accounts.
Beyond the budget
CashSprout vs Monarch Money vs Copilot Money
Looking for a Monarch Money or Copilot Money alternative? While those tools focus on budgeting and expense tracking, CashSprout specializes in forward-looking financial planning, net worth forecasting, and retirement projections.
| Feature | CashSprout | Monarch Money | Copilot Money |
|---|---|---|---|
| Financial Forecasting | Included | Not included | Not included |
| Net Worth Tracking | Included | Included | Included |
| Goal Tracking | Included | Included | Not included |
| Custom Projections | Included | Not included | Not included |
| Retirement Planning | Included | Not included | Not included |
| Budgeting | Not included | Included | Included |
Your next chapter starts here
A little clarity goes a long way.
Take a look around, then start building your financial picture.
Create a free account to get started. No credit card required.