Blog

Your forecast just got a whole lot smarter.

Tired of going back into your projections every month to update numbers? Same.

That’s exactly why we built rule-based projections. Define the logic once — and Cash Flow Frog automatically calculates your forecast from your own historical data. No more manual updates. No more stale numbers.

What can you do with it?

1. Rolling averages Let the last few months of actuals do the thinking for you. Great for expenses that fluctuate but tend to stay within a range.
2. Carry forward last month One click and your latest numbers roll right into next month. Simple and effective for stable recurring costs.
3. Expenses tied to revenue Commissions, materials, anything percentage-based. When your income moves, your costs move with it — automatically.
4. Same month last year + growth Perfect if your business is seasonal. Add a growth rate on top and your forecast reflects exactly where you’re headed.

Super easy to set up

You don’t need to be a finance person to use this. Here’s all it takes:

1. Go to the Projections screen
2. Click Add Projection
3. Flip on the Rule-based amount toggle next to the amount field
4. Set your lookback window, duration, filter, and formula
5. Fill in the rest as you normally would — and you’re live

That’s genuinely it.

Read the full article →

▶ Watch the video