Connecting Plaid to track real income
Bank linking, transaction categorization, and what we never store.
Cashflow Forecasting
Cashflow Forecasting
Pipeline confidence levels, runway projections, and Plaid sync for live income data.
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Logging speculative income with confidence levels
Confirmed vs. Likely vs. Speculative — and how each affects your runway forecast.
03
How runway is calculated
The formula, the assumptions, and what you can override.
04
Pipeline view: managing expected income
Add, edit, and stage upcoming invoices and deals.
05
What If simulations: deeper dive
Stress-test scenarios across multiple variables at once.
06
Reading the runway forecast chart
What the colored bands mean and where the danger zones are.
07
Reconciling Plaid imports with real income
When categorization is wrong and how to fix it.
08
Forecasting with multiple income streams
Freelance + W-2 + e-commerce: how ReservWise blends them.
09
Recurring income: how to mark it
Retainers, subscriptions, and trust-but-verify settings.
10
When the forecast disagrees with your gut
How to investigate and adjust the model.
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