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...
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....
mycashflow tracks your transactions from bank to loan accounts. Depending on how you’d like to utilise it, you may choose to include the interest payments out of your loan. In order to configure this, you will need to use the Include loan transactions option. 1....
Here’s how you can hide a transaction so that it is excluded from your cashflow. 1. In your wealth portal, click on the “mycashflow” tab 2. Identify the transaction which you would like to edit 3. Click on the name of the transaction, you will...
