Mobile App

Team

• How to add a team member on Mobile
• How to edit or delete a team member on Mobile

Cashflow

• Filtering in Cashflow on Mobile
• Categorising and Tax Tagging on Mobile
• Creating transaction rules in cashflow on Mobile

Account Settings

• How to set up Multi-Factor Authentication (MFA) on mobile
• How to accept an invitation and activate your account on Mobile
• How do I reset my password via the mobile app?
• My firm has enabled Multi-Factor Authentication (MFA). How do I set up MFA on the mobile app?

Rooms

• How does Rooms work on Mobile?

To-dos

• How to create and manage To-dos on Mobile
• How to add a To-Do for a Wealth or Cashflow item on Mobile

Docs

• How to manage your documents on Mobile
• How to sign a document on Mobile

Links

• How to create or manage a goal on Mobile

Wealth

• How to add an Open Banking feed on Mobile
• How to link / unlink an account to/from an Open Banking consent on Mobile
• How to withdraw Open Banking consent on Mobile
• How to edit a wealth item on Mobile
• How to add insurance items on Mobile
• How to add a wealth item on Mobile