Getting Started with CashFlowly

Welcome to CashFlowly! This guide walks you through setting up your first business and book so you can start tracking cash flow right away.

Step 1: Create Your First Business

When you first open CashFlowly, you'll be prompted to create a business. A business represents your company, freelance work, or any entity you want to track finances for.

• Tap "Create Business"
• Enter your business name
• Optionally add a logo (tap the placeholder to choose from your photo library)
• Add address, phone, and email for professional reports
• Tap "Save"

Your business logo and contact info appear on PDF reports, giving them a professional look.

Step 2: Create a Cash Book

Each business can have multiple books. Think of a book as a separate ledger—you might have one for daily operations and another for a specific project or location.

• Tap "Add Book" in your business
• Give it a name (e.g., "Main Cash Book" or "Shop Sales")
• Choose an icon from hundreds of SF Symbols
• Pick a color to visually distinguish it
• Select your currency (USD, EUR, INR, etc.)
• Tap "Save"

Step 3: Understanding the Dashboard

Once you open a book, you'll see the dashboard with these key elements:

• Balance Summary Card: Shows your net balance (green if positive, red if negative), total cash in, and total cash out
• Period Picker: Filter by Today, This Week, This Month, or All Time
• Quick Action Buttons: Green "Cash In" and red "Cash Out" buttons for fast entry
• Search & Filter: Find specific entries or filter by category, contact, date range, etc.
• Entry List: All your transactions grouped by date

Step 4: Add Your First Entry

Now you're ready to track cash flow!

• Tap the green "Cash In" button for income
• Or tap the red "Cash Out" button for expenses
• Enter the amount (the keyboard opens automatically)
• The date defaults to now—change it if needed
• Select a category (or create a new one)
• Optionally add a contact, payment mode, note, or receipt photo
• Tap "Save"

Pro Tips for Getting Started

• Set up categories first: Go to the gear menu → Categories and create categories that match your business (Sales, Rent, Utilities, etc.)
• Add payment modes: Set up Cash, Bank Transfer, UPI, Credit Card, etc. to track how money moves
• Use the trial: You have 90 days of free Pro access to explore all features
• Try Siri: Say "Add cash in CashFlowly" for hands-free entry