transactions

Edit Cash Entry in Timeline

Editing a cash entry within your Timeline allows you to quickly change the status of an entry, the type, the category and more. To make these changes: Go to Timeline to edit cash entry. A form will op...

Visuals to Help Focus on Big Transactions

Your Timeline gives you a look at your cash-ins and cash-outs in chronological order.  It also gives you a very visual look at  your transactions, through color-coded circles, or bubbles. These bubb...

Sort Your Cash Timeline by Dates

  Sorting your Cash-ins and Cash-outs by date will show you the oldest entries or the newest ones. The purpose of this feature is to allow for businesses to see their most recent and historical t...