Forecasts

Run what-if scenarios on recorded cash flow. Adjust income and expense assumptions by category and review how changes could affect projected net income.

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Forecasts & Simulations

Sanitized simulation board with local expand/collapse state

Average Monthly Net Income

$2,847.22

Saved

Average Monthly Expenses

$4,321.25

per month

Expense Categories

Average monthly expenses by category (Modified)

Original Increase Decrease

Forecasts & Simulations

Adjust income and expenses to simulate scenarios

Rent$2,180.00

Forecasts

Simulate monthly income and expenses. Adjust category averages and see net income and category bar chart.

Key capabilities

What-if scenarios

Adjust any category up or down and review the estimated impact on your bottom line.

Net income projection

See your projected monthly net income based on current and modified assumptions.

Category bar chart

Visual breakdown of forecasted expenses by category with increase/decrease overlays.

Subcategory drill-down

Expand categories to adjust individual subcategories for precise simulations.

Related features

Budget

Set budgets by category. Compare budgeted vs spent and see remaining amount per category.

Goals

Set savings goals and track progress. See total saved vs target and progress by category.

Recurring payments

Track subscriptions and recurring bills. See monthly and annual cost and distribution by category.

Trust and advice boundaries

Bernli provides budgeting tools, transaction organization, and AI-generated informational summaries. It does not provide financial, investment, tax, or legal advice, and AI outputs should be reviewed before use.

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