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Getting Started
(6)
How Do I Set Up My Account?
How Do I Navigate the Site?
What Are the First Steps?
How To Read the Signal Graph
Edit and View Categories of Revenues and Expenses
Inputting & Exporting Data
(8)
How Do I Input a New Projection?
What Is a Repeat Summary?
Visual Repeat Details
Enter Transaction Details
How To Enter Multiple Cash Entries All At Once
Forecasting Data
(8)
Changing Time Basis on the Runway Report
Edit or Delete Cash Entry in Monthly Snapshot
Filters in Cash Summary
Select Time Basis in Cash Summary
Graph and Table Showing Cash Inflows and Outflows
Reviewing & Analyzing Data
(17)
Sort Cash Transits by Time in Cash Transit Zone
Filter Cash Entries in Cash Transit Zone
Change Payment Date of a Cash Entry in Cash Transit Zone
Change Entry Status of a Cash Entry in Cash Transit Zone
Edit, Clone, and Delete a Single Cash Entry
Reconciliation
(3)
Reading the Reconciliation Summary
Viewing A Break Down of the Reconciliation Summary
Viewing Historical Reconciliation Summaries and Full Reports
Systems & Administration
(5)
Adding New Users
Changing My Profile
Changing My Password
Logging Into the Demo Account
Signing Up for a New Account Under the Same Username