There are three steps to the Budget Pro workflow.
The workflow assumes you have a working Budget, if you need help creating your first Budget, check out our Getting Started page.
To be able to generate our projections Budget Pro needs to know the current balance for each of the accounts you are tracking.
For the current month, we need to know which of your expenses are paid, these are the expenses which happened before today.
Once we know your account balances and which expenses not to include we can generate your projections. We generate projections for each account you track and you can travel as far into the future as you would like.