Mobile App

Cashflow

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

Account Settings

• 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?

To-dos

• How do I add a To-Do for a Wealth or Cashflow item?
• How do I create and manage To-dos?
• How do I create and manage To-dos on mobile?

Docs

• How do I sign a document using my mobile app?

Links

• How do I create or manage a goal on the mobile app?
• How do I create and manage goals on mobile?