New: Rule-Based Projections

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?
- 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.
- Carry forward last month One click and your latest numbers roll right into next month. Simple and effective for stable recurring costs.
- Expenses tied to revenue Commissions, materials, anything percentage-based. When your income moves, your costs move with it — automatically.
- 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:
- Go to the Projections screen
- Click Add Projection
- Flip on the Rule-based amount toggle next to the amount field
- Set your lookback window, duration, filter, and formula
- Fill in the rest as you normally would — and you’re live
That’s genuinely it.

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