Wealth portal help centre
How do I add / import transactions to Cashflow manually?
How do I hide and unhide transactions?
What does 'review transactions' do?
How do I create and view cashflow reports?
How do tax tags work?
How do I customise my cashflow preferences?
How do views and filters work in the Cashflow area?
How do I create and edit budgets?
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 assign a different category to a transaction?
How do I create rules for categorising transactions?
How do I manage (add or remove) cashflow categories?