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....
There are a number of default, built-in categories in mycashflow. These cannot be edited or removed. You can create your own custom categories and then add rules to move appropriate transactions into your custom categories. For example, you could add a custom category...
You can add your own category if there is not an existing category that represents your transaction. To add a new category: 1. Open mycashflow and click on the Tools button in the top right corner. 2. Select Add Category and insert the requested details and click Add....
By linking your bank accounts, superannuation, loans and other financial institutions you hold an account with, the personal wealth portal will automatically categorise your incoming and outgoing transactions. At times, it may not categorise a transaction to the...
