Read the Overview
- Safe to spend summarizes what the current plan can spend while remaining above the safety floor shown by Capehelm.
- Projected balances show how checking and relevant forecast balances change across the selected 14-day period.
- Upcoming forecast items show the planned activity contributing to that projection.
Move through the Forecast workspace
Overview is the summary. Daily Plan and Coverage are the other Forecast workspace tabs documented by the current product. Use them when you need to move beyond the overview into the day-by-day plan or coverage view.