Rolling Forecast Mac & iPad · Finance workbench

Rolling forecasts without giving up your data

Build budgets, import actuals, and model scenarios on your Mac, then take the reports with you on iPad. One app on the App Store covers both. Your organization data stays on your devices — not on our servers.

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Rolling Forecast for Mac

A macOS app for fiscal-year budgets, monthly actuals, rolling forecast scenarios, analytics, and Excel / zip backup workflows.

  • Account hierarchy with budget, actual, and forecast views
  • Scenario-based rolling forecasts and known expenses
  • Dashboard, analytics, report packs, and export to Excel, PDF, and PowerPoint
  • Optional password protection for each organization
  • Share organizations as read-only copies and choose who can edit them
  • Local zip backup and optional restore from a URL you choose

Rolling Forecast on iPad

The iPad version of the same app, focused on reviewing and presenting the organizations you build on the Mac. It is included when you get Rolling Forecast on the App Store.

  • Browse reports, charts, and scorecards
  • Present report packs and export them to PDF or PowerPoint
  • Import from Files, iCloud Drive, a link, or the folder your Mac backs up into
  • Never writes back to your Mac data

Help and privacy

Questions or problems? Visit Support. Read how the Mac and iPad versions handle your data in the privacy policy.

Requirements

  • Mac: macOS 26.3 or later
  • iPad: iPadOS 26.4 or later