Cashflow

Cashflow Settings

• How do I add / import transactions to Cashflow manually?
• How do I customise my wealth & cashflow preferences?
• How do I hide and unhide transactions?
• Transfers Explained

Cashflow Features

• 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?

Troubleshooting Cashflow

• Why am I missing transactions in my cashflow?
• How do I Review Duplicate transactions and Hide them?
• Duplicate Transactions
• Missing Transactions in the Cashflow

Transaction Categories

• 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?