User Guides

Everything you need to master CashFlowly and manage your cash flow like a pro.

Getting Started with CashFlowly

Set up your first business and book, understand the dashboard, and start tracking cash flow in minutes.

Learn how to record cash in/out transactions, attach receipts, add notes, and use smart predictions.

Create custom categories, manage customers and suppliers, and set up payment methods for better organization.

Tips for organizing multiple businesses and books to keep your finances separate and well-structured.

Discover how CashFlowly learns from your patterns to suggest categories, amounts, and contacts automatically.

Generate CSV, PDF, and Excel reports with filters for accounting, tax preparation, or business analysis.

Add custom text, number, date, or dropdown fields to capture additional information for each entry.

Speed up your workflow with voice commands and find your data instantly with Spotlight integration.

Understand how your data syncs across devices and stays secure with iCloud integration.

Everything about the 90-day free trial, subscription plans, and how to manage your subscription.