Forecasts

Cash flow planning, scenario modelling, and tax forecasting in FamilyOFX.

The Forecasts section projects future cash flows, stress-tests the portfolio, and estimates tax — all indicative, for planning conversations.

Module	Route	Purpose
Cash Flow	`/cashflow`	Aggregate forecast from per-holding plans
Scenarios	`/scenarios`	Five-year what-if paths vs a living baseline
Tax	`/tax`	Indicative income, CGT, dividend estimates

Feature availability may depend on your org plan and feature flags.

Transactions

The transaction ledger across all holdings in FamilyOFX.

Cash flow planning

Per-holding cash flow plans and aggregate forecasts in FamilyOFX.