The Projections page shows where your account balances are headed based on your existing automation rules. It also lets you build what-if scenarios by adding hypothetical rule changes.
How projections work
WealthMgr runs a simulation from today into the future using your active automation rules as the engine. Each rule fires on its scheduled date, creating a projected transaction that updates the running balance. The result is a timeline chart of future account balances.
The projection does not account for manual (unscheduled) transactions. Only rules with an active status and a valid schedule are included.
Date range and granularity
At the top of the page:
- Start date — defaults to today.
- End date — defaults to one year from now.
- Granularity — daily, weekly, or monthly.
Extend the end date to see multi-year projections.
Account filter
By default, the chart shows all accounts combined into a net worth line. Use the account dropdown to see a single account’s projected balance.
What-if rules
What-if rules let you model changes without touching your real automation rules. For example: “What if I added a £500/month expense?” or “What if my salary increased by 10% in six months?”
Adding a what-if rule
- Click Add what-if rule.
- Choose a base rule to modify (or leave blank for a new hypothetical rule).
- Set the schedule (how often the change fires) and variation (positive or negative amount).
- Click Save.
The projection chart immediately recalculates with the what-if rule applied.
Editing and deleting what-if rules
What-if rules are stored in your local database. Use the edit and delete buttons on each rule row to modify or remove them.
Tip
FIRE calculator
At the bottom of the page, enable FIRE mode to see a Financial Independence target overlay on the chart.
Enter your desired monthly income (pre-filled from Preferences → Desired monthly income). WealthMgr calculates the portfolio size needed to sustain that income (using a 4% withdrawal rate) and marks that target on the net worth projection line.
Info