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The Budget and Forecast Builder lets you project income and expenses forward using growth assumptions per account.

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Growth methods

Each account can use a different growth method:
MethodDescription
Fixed amountSame dollar amount each period
Percentage growthGrows by a fixed % each period
CPITied to an inflation assumption
ManualEnter each period manually

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Spread patterns

For annual budgets, WaterfallIQ spreads the annual total across months using one of these patterns:
  • Equal — same amount each month
  • Seasonal — weighted by a seasonal curve
  • Manual — enter each month manually

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Baseline scenario

Your budget and forecast feed into the baseline scenario, which is used as the starting point for all waterfall calculations. The baseline must be set before running scenarios.