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Understanding the cashflow report

Updated over 3 weeks ago

Understanding the cashflow report

The Cashflow report gives you a comprehensive view of your income and spending patterns.


Accessing Cashflow

  • Click Cashflow in the main navigation

  • Available on Pro plan


Cashflow summary

At the top, you'll see:

  • Total Income - Sum of all income transactions

  • Total Expenses - Sum of all expense transactions

  • Net Cashflow - The difference between income and expenses


Time periods

View your cashflow by different time periods:

  • Weekly

  • Monthly

  • Yearly

  • Custom date range

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