Some of your tables can be saved as an image for future reference, such as your Cash flow Summary.

To Save an Image:

  • Find the words “Save Image” above your table.

  • Make sure you are on the right view, including the correct entry type, dates and statuses, and hit save image to start your download.
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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

Sort Your Cash Timeline by Dates

Visuals to Help Focus on Big Transactions

Edit Cash Entry in Timeline

Filters In Cash Flow Summary

How To Look at Cash Flow Chart?

Using the Category Charts

Using the Payee Charts

Using the Pattern Finder

Edit Cash Transaction on Cash Balance Table