Client Portal Help Centre

United Kingdom New Zealand
  1. Client Portal
  2. Training videos
  3. Cashflow

Cashflow

  • Filtering for Budgets in Cashflow
  • How do I import bulk transactions using a CSV file?
  • How do I export transactions as CSVs?
  • How do I review settings for the cashflow?
  • How do I review duplicates?
  • How do I filter in the cashflow?

Wealth Portal

Return to Wealth Portal