Documentation

Guides for getting the most out of Cashflow

Step-by-step walkthroughs for setting up your register, reconciling against your bank statement, scheduling recurring bills, and keeping your data safe. More guides land regularly.

Where to start

Pick a guide and dive in

Cashflow is a check register and account ledger for your phone. It tracks what you have, what has cleared the bank, and what you expect to have once everything posts. These guides walk you from a fresh install to a working register — and through the features you'll use most.


New to Cashflow? Start with Getting Started to install the app, create your first account, log a transaction, and reconcile against your bank statement in about five minutes. From there, set up scheduled transactions for recurring bills and paychecks, and configure backups so a lost or replaced phone doesn't take your data with it.

The Cashflow accounts list, showing each account with its current, cleared, and ending balances.

Three balances, to the cent

Every account in Cashflow shows three balances — because the answer to "do I have enough money?" depends on which one you mean:

  • Current — what you have right now, including everything entered up to today.
  • Cleared — only the transactions you've marked as cleared. Matches your bank's posted balance once you're caught up.
  • Ending — your current balance plus every future-dated transaction.

Cashflow does not link to your bank, so there's no account creation, no sign-in, and no setup wizard. When you open the app for the first time, you go straight to the register.


Keep going

All guides

Short, practical walkthroughs for the features you'll use most.

Getting Started with Cashflow

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

Read guide

Backup & Restore

Back up your Cashflow data to a local file or Dropbox, and restore on the same device or a new phone.

Read guide

Cloud Backup

Opt-in automatic backups to your Cashflow account — how it works, what it protects, and how recovery works before you rely on it.

Read guide

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.

Read guide

Home Screen Widget

Add the Cashflow widget to your Android home screen for at-a-glance balances, and tap it to jump straight to your transactions.

Read guide

In the works

Coming soon

Guides we're still writing. Check back soon.

Accounts & Transactions

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

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Moving to a New Phone

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

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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.

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