You may have hidden transactions in the past, that you want to view again. Here’s how you can do so: 1. In your wealth portal, click on the gear “Settings” button in the top right hand corner. Click on Wealth and cashflow settings 2. Check show...
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...
When setting a budget, we do most of the hard work for you! 1. Go to mycashflow, then choose the budget option. 2. You will see your income and expenses automatically listed and broken up into categories. From here you can ensure all your details are correctly...
If you haven’t already added your bank accounts, add them now and see the full benefits of utilising mycashflow. 1. From the dashboard, select the mywealth tab, then the orange +add button on the right hand side. 2. Select bank accounts, credit card or any loans and...
