Ledger Copilot · Budgeting & forecasting
Budget & forecast.
Set targets, compare them to what actually happened, and project forward. Budget-vs-actual variance flags overspending; forecasting and a cash-runway model help you see where your numbers point and when cash could get tight. Projections are illustrative estimates from your inputs, not guarantees.
Budget vs actual Books 2025
Set budget = actual ×%
| Account | Budget | Actual | Variance | % | Status |
|---|---|---|---|---|---|
| Net income | $0 | $0 | +$0 | fav |
Edit any budget cell to model a plan. Favorable = beating budget on revenue or coming in under on expense.