Actual vs Forecast Performance (YTD)

The Actual vs Forecast Performance chart compares your year-to-date actual spending against your forecasted budget for each selected category. This view helps you quickly identify whether you’re under, on track, or over your budget targets.

Each bar displays the percentage of your forecast that’s already been spent, as well as the actual amount and forecasted amount. This chart is especially useful for keeping your long-term spending in check and adjusting forecasts as needed.

Tip: Use this chart to spot categories where you consistently overspend and may need to revise your forecast—or where you’re underspending and can reallocate funds.

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Chart Options

• Show Category Total Amount ($): Displays the actual YTD amount spent directly on the bar.
• Show Category Total Percent (%): Shows the percentage of the forecast that has been spent so far.
• Show Percent/Amount in color: Highlights actual percentages and amounts in color for quick visual distinction.
• Show Forecast Marker: Adds a marker on the chart to indicate the forecast value, helping you compare actual performance at a glance.
• Show details on mouse hover: Enables tooltips when hovering over bars, showing the category name, percent spent, actual total, and forecast.
• Max number of categories: Limits how many categories appear in the chart. The most relevant ones are shown first based on actual spending.

  Note: The gray Remainder bar represents the combined value of categories not currently shown, ensuring the chart always reflects 100% of the actual total.

Categories

Use the Categories panel to include or exclude specific categories from the chart. Only categories with forecast values are eligible to appear.

Expenses/Income

Toggle between Expense and Income tabs to adjust which types of categories are displayed. Both groups are supported.

• Category list: Check or uncheck specific categories to include/exclude them from the chart. Subcategories follow the budget hierarchy and can be selected independently.
• Shortcut buttons:
  • Top arrow: Selects all top-level categories.
  • Bottom arrow (default): Selects all subcategories.
  • Up arrow: Selects the parent level of the current selection.
  • Down arrow: Selects the immediate subcategories.

All preferences are saved per chart and automatically restored the next time you return.