Setting up a CashVue account is quick and easy! From the CashVue home page, click one of the two Sign Up buttons. A sign up form will open. Enter your full name, work email address, a name for your CashVue domain and your company name. Confirm that you are not a robot by checking the […]

Getting started can seem overwhelming, but don’t worry! It’s really easy! After setting up your account and logging in, you’ll be taken to your Cashvue home page, or dashboard. At the very top of the page, you’ll see this: You can start by clicking the green “plus” sign in the middle of the screen, which […]

Getting started is easy! The first thing you want to do is set up your account. When you first log in, there will be three important boxes to complete. Setup a Beginning Balance Setup Categories Add new Cash transactions Here’s how you can get started: Setting Up Your Beginning Balance This should be the operational […]

The Signal Graph gives you a visual timeline to look at your cash balance at the end of each day. Navigating the Signal Graph In the middle of the signal graph, indicated in blue, is the current date. On the left of the current day, you have a past look at your cash balance.  On […]

Your account comes with categories already set up, but you can easily edit or view them. To access your categories: From your main menu, click on Categories under Settings Here you can view all your current categories. Notice they are coded by colors so you can easily see which entries are grouped in a category. […]

Runway Report The runway chart displays past and projected cash balances in a specific time basis. The cash balances are illustrated in a line graph and cash-ins and cash-outs are reflected in bar graphs. There is also a table underneath summarizing the following information: Starting balance Cash-in Cash-out Net cash Ending balance Related Articles How […]