Client Portal Help Centre

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  1. Client Portal
  2. Cashflow

Cashflow

Cashflow Settings

  • How do I hide and unhide transactions?
  • How do I customise my cashflow preferences?
  • Transfers Explained

Cashflow Features

  • How do I create and view cashflow reports?
  • How do tax tags work?
  • How do views and filters work in the Cashflow area?
  • How do I create and edit budgets?

Transaction Categories

  • 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?

Wealth Portal

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