Scenario 1: Hide withdrawal and add individual transactions (from tools) to the bank account where it was withdrawn Scenario 2: Add a manual bank account named Cash Account (leave the balance as $0) Then add manual transaction from cashflow expenses against that cash...
Here’s how to set custom filters in mycashflow. 1. Open the mycashflow tab, you will be able to see your income, expenses and the transactions in each section. 2. Click on the filter drop-down. 3. You will see some options that allow you to filter the transaction...
Importing transactions into mycashflow You can import bank account or credit card transactions to mycashflow in bulk by uploading a CSV file. These CSV files can be obtained from most bank’s via your internet banking login by select the accounts and date range for...
Matched Transfers Transfers between your accounts will be matched and will not appear in mycashflow. You can view these transactions using the “Include transfers” option in your settings. To get to there, click the cog on the icons on the right of screen. This...
If you would like to review your transactions and make sure that each one is categorised and tagged correctly, the Review Transaction view is something you might find useful. Here’s how to review transactions: 1. In your wealth portal, open the mycashflow tab...
The mycashflow tool allows you to categorise your transactions and get organised. Here is a full list of default categories that you will be able to apply to your transactions. If you require a category that is not in the list below, you may also add a new one....
