Pools and allocations
- Create separate pools for checking, savings, credit, and cash.
- Split one income event across multiple pools using fixed or percentage allocation.
- Track transfers as first-class paired events.
Features built around cash flow reality
Epopt models financial life as events over time. You can manage recurring rules, make one-off changes, and see projections update instantly.
Series and recurrence engine
- Set one-time, weekly, bi-weekly, monthly, yearly, or custom schedules.
- Use anchored bi-weekly recurrence to match real payday cycles.
- Apply start and end boundaries per series for temporary events.
Forecasting and scenarios
- Define low and high amount ranges for uncertain expenses.
- View expected, best-case, and worst-case balance envelopes by pool.
- Use scenario mode to test changes before saving them to your main plan.