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💼Current Finances
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How do I update account balances over time?

Updated Mar 30, 2024
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On the Current Finances screen, you can edit all your current account balances directly. Any plans that are set to project from “now” will inherit these changes automatically, and a progress point will also be created for each day you make updates.

You should also check out the Plugin System, which you can use to pull in account balances automatically from other tools like YNAB or Monarch Money, and/or develop your own custom automations for ProjectionLab.

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Related

What are progress points and how are they created?
Is there a way to link accounts for automatic balance updates?
What plugins and integrations are supported?
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