CashFlowly / Guides
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.
Adding and Managing Cash Entries
Learn how to record cash in/out transactions, attach receipts, add notes, and use smart predictions.
Organizing with Categories, Contacts & Payment Modes
Create custom categories, manage customers and suppliers, and set up payment methods for better organization.
Managing Multiple Businesses and Books
Tips for organizing multiple businesses and books to keep your finances separate and well-structured.
How Smart Predictions Work
Discover how CashFlowly learns from your patterns to suggest categories, amounts, and contacts automatically.
Exporting Professional Reports
Generate CSV, PDF, and Excel reports with filters for accounting, tax preparation, or business analysis.
Using Custom Fields
Add custom text, number, date, or dropdown fields to capture additional information for each entry.
Siri Shortcuts & Spotlight Search
Speed up your workflow with voice commands and find your data instantly with Spotlight integration.
iCloud Sync & Data Security
Understand how your data syncs across devices and stays secure with iCloud integration.
Free Trial & Subscription Guide
Everything about the 90-day free trial, subscription plans, and how to manage your subscription.