Organizing with Categories, Contacts & Payment Modes
Create custom categories, manage customers and suppliers, and set up payment methods for better organization.
Good organization is key to useful financial tracking. CashFlowly provides three ways to organize your entries: categories, contacts, and payment modes.
Categories
Categories help you classify what the money was for. They're separated by entry type:
- Cash In Categories: Sales, Services, Refunds, Interest, etc.
- Cash Out Categories: Rent, Utilities, Salaries, Inventory, etc.
Creating Categories
- Go to the gear menu → Categories
- Tap "Add Cash In Category" or "Add Cash Out Category"
- Enter a name
- Choose an icon from hundreds of SF Symbols
- Pick a color
- Tap "Save"
You can also create categories inline while adding an entry—tap "Add New Category" in the category picker.
Default Categories
When you create a new book, CashFlowly sets up common default categories to get you started. You can edit or delete these as needed.
Contacts
Contacts represent the people or businesses you transact with:
- Customers: People who pay you (shown for Cash In entries)
- Suppliers: People you pay (shown for Cash Out entries)
Adding Contacts
- Go to the gear menu → Contacts
- Tap + and choose "New Customer" or "New Supplier"
- Enter name and optionally phone number
- Or import from your phone contacts
Importing from Phone Contacts
CashFlowly can import contacts from your phone. When adding a contact, you'll see your phone contacts with an "Added" badge for those already in your book. Tap any contact to import them.
Contact Transaction History
Tap any contact to see their transaction history—all entries linked to that customer or supplier, with totals.
Payment Modes
Payment modes track how money was transferred:
- Cash
- Bank Transfer
- UPI / Digital Wallet
- Credit Card
- Check
- And any custom modes you create
Setting Up Payment Modes
- Go to the gear menu → Payment Modes
- Tap + to add a new mode
- Enter name, choose icon and color
- Set one as default if desired
Default Payment Mode
Mark a payment mode as "Default" and it will be pre-selected when creating new entries, saving you a tap each time.
Using These in Reports
All three organizational tools appear in reports. You can generate:
- Category-wise summaries (see spending by category)
- Contact-wise summaries (see totals per customer/supplier)
- Payment mode summaries (see how money flows)