Finance Tracker

Forecast Maintenance

Open your tracker workbook, add or cancel forecast rows, then download the updated workbook. This runs locally in your browser; the workbook is not uploaded. v4 uses inline editing and asks for download confirmation before reset.

Import Transactions

Version 4

1. Open tracker workbook

Tracker workbook .xlsx

Waiting for workbook.

3. Current forecast rows

Click Edit to update a row inline. Click Cancel to mark a forecast as Cancelled. Changes are shown immediately, but are only written to the workbook when you download it.

Show cancelled / matched rows

Action	Budget Date	Month	Amount	Category	Description	Frequency	Status	Notes

Forecast process

Recommended approach: do not physically delete forecast rows. Mark them as Cancelled or Matched to Actual. This prevents double counting while keeping a useful history of what was planned.

Forecast Maintenance

1. Open tracker workbook

2. Add forecast item

3. Current forecast rows

Forecast process