CashFlowly / Support
How can we help?
Find answers to common questions or get in touch with our support team.
In-App Feedback
Send feedback directly from the app via Settings → Send Feedback.
Frequently Asked Questions
How do I add a new cash entry?
Open a book, tap the "+" button, select Cash In or Cash Out, enter the amount and details, then save. You can also use Siri: "Add cash in CashFlowly".
How does the free trial work?
Every new user gets 90 days of free Pro access automatically. No credit card required. The trial is tied to your Apple ID, so it persists even if you reinstall the app.
How do I sync data across devices?
Basic iCloud sync is Free on supported devices using the same iCloud account. Timing can vary. A local save does not prove upload completion, and sync is not an independent backup. Check iCloud access in Settings → [Your Name] → iCloud.
Can I export my data?
Go to any book and choose CSV (Free), PDF or Excel XML (Pro). Spreadsheet export uses .xml, not .xlsx. Reports are not full backups: they omit receipts, custom fields and other data.
How do I cancel my subscription?
Go to iOS Settings → [Your Name] → Subscriptions → CashFlowly → Cancel Subscription. You'll keep Pro access until the end of your billing period.
Is my financial data secure?
Yes. Your data is stored locally on your device and in your personal iCloud account (if sync is enabled). We never store your financial data on our servers and cannot access it.
How do I delete all my data?
Deletion is permanent and can sync to your other devices. Before deleting anything, preserve and check an independent copy. Do not uninstall the app, delete iCloud data or switch accounts to troubleshoot missing records. Contact support if records appear missing.
What happens when my trial ends?
All-time history, CSV export and basic sync remain Free. Expiry does not delete existing businesses, books, entries or custom-field values; Pro limits apply to creating new advanced content. Subscribe anytime to use Pro features again.
Quick Links
Siri Voice Commands
Use these voice commands with Siri for quick actions:
"Add cash in CashFlowly"
Record income
"Add expense CashFlowly"
Record expense
"Check balance CashFlowly"
View current balance
"Today's summary CashFlowly"
View today's transactions