Documentation

Step-by-step guides for getting started with Cashflow, backing up your data, and managing scheduled transactions. More guides land regularly.

Guides

• Getting Started with Cashflow

  Install Cashflow, create your first account, log a transaction, and reconcile against your bank statement — in five minutes.

• Backup & Restore

  Back up your Cashflow data locally or to cloud storage, and restore on the same device or a new phone.

• Scheduled Transactions

  Set up recurring transactions, edit a single occurrence vs the whole series, skip an instance, and see how applied items land in your register.

Coming soon

• Accounts & Transactions

  Adding accounts, editing transactions, transfers between accounts, and the three balance types.

  Draft

• Moving to a New Phone

  Carry your Cashflow data over when you switch to a new phone on the same platform.

  Draft

• Home Screen Widget

  Add the Cashflow widget to your home screen for at-a-glance balances.

  Draft

• Upgrading from the Legacy Cashflow App

  Migrate your data from the original Cashflow Java app to the modern v4 app.

  Draft

• Categories

  Categorize transactions, edit category lists, and roll up spending in reports.

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• Reports

  Built-in reports for spending, income, category breakdowns, and balance over time.

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• Free vs Paid

  What you get in the free (ad-supported) and paid versions, and how to upgrade.

  Draft