KNOWLEDGE BASE

Why don't I see a balance forecast?

This feature relies on recurring transactions to create an accurate forecast. It works best for bills and deposits set up through U.S. Bank.  

If you don’t see it, that may be due to:

  • Balance forecast isn’t turned on. Simply select the forecast tab and select the toggle switch.  
  • There aren’t established recurring transactions found on the account. 
 

To take advantage of balance forecasting, consider making U.S. Bank your primary checking account for regular income and expenses.