User Guide How to Create YOUR Cash Flow Table From Your Bank Transactions

Steps to Populate Your Cash Flow Table

Once you login, you will be able to see the app options in the top menu.

  1. Click here to login to this app. New user? Click here to create a login, it's quick and free.
  2. Get your transaction file or download a sample transaction file to try the app.
  3. Load your transaction file.
  4. Create rules to categorise your transactions, the way you want, within your cash flow table. You can quickly and easily add/modify/delete rules using the interactive screens.
  5. You now have excellent visibility of your income and expenses within the interactive cash flow table. This allows you to exercise control over your money.
  6. Create some budgets to represent different scenarios your life may take, both the good and the bad. That way for tough times, you can be prepared and make good choices. Your life, your choice, your plan.
  7. Enjoy being in control of your finances.
Personal Finance Management