Client help centre
How do I add / import transactions to Cashflow manually?
How do I customise my wealth & cashflow preferences?
How do I hide and unhide transactions?
How do views and filters work in the Cashflow area?
How do I create and edit budgets?
How do I create and view cashflow reports?
How do I upload a CSV of my transactions to my cashflow?
What does 'review transactions' do?
How do tax tags work?
Why am I missing transactions in my cashflow?
How do I Review Duplicate transactions and Hide them?
Missing Transactions in the Cashflow
How do I deal with Reimbursements in Cashflow?
How do I group cashflow categories?
How do I split a transaction?
How do I assign a transaction to a different category?
How do I create rules for categorising transactions?
How do I manage (add or remove) cashflow categories?