CFO Bobby

Your Pocket CFO

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Your account number

PCF-0000-0000

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Budget·Track·Forecast

👋 Welcome! This is sample data — double-click any number to update with your real figures.

PCF-0000-0000▾ ✓ Saved

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Dashboard

Charts

Activity

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Settings

💬

CFO Bobby Assistant

Ask me anything about your budget

Hi! I'm your CFO Bobby assistant. Ask me about your spending, budget, or how to use the app.

Update Cash Position

Enter your current bank balance to update your cash position.

Current Bank Balance

$

Need a quick estimate?

Estimate without updating all your actuals.

Quick Estimate ›

Quick Estimate

Estimate of your projected cash position at month end.

This won't change your actuals or forecast.

Current Bank Balance

$

Extra Income (Optional)

$

Add any income not reflected in your actuals.

Extra Spending (Optional)

$

Add any spending not reflected in your actuals.

Projected Cash Position at Month End ⓘ

$0

Transactions

Charts

Settings

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📥 Update Actuals

Enter what you actually spent. Budget shown for reference.

➕ Add category

Create a new expense category

Category name

Monthly budget

Expense type

Bills once per month, like rent or utilities - forecast matches the actual as soon as it's billed, even if this repeats every month.

Line items (optional)