Account Setup — BalanceWhiz

Step 1 of 4

Create your login

Next, we’ll build your first cash flow forecast.

Takes less than 2 minutes. No credit card required.

First name

Last name

Password

Use at least 8 characters.

Confirm Password

Account name

Rename anytime in settings.

Starting balance

Enter your current checking account balance.

Balance as of

Minimum balance you want to keep

We’ll flag days when your checking balance is projected to fall below this amount.

Type

Add Income Add Bill

Amount