Get Started

1 When log in for the first time, enter your current cash balance. This provides a starting point for the graph.
2 Now enter projected transactions.
  • Enter a negative amount (like "-200") for an expense, or a positive amount (like "1500") for income.
  • If you expect the transaction to occur regularly (such as rent or a paycheck), check the box and enter the number of days or months between occurrences.
  • It may help to summarize multiple small transactions into one, such as "Weekly Food" or "Monthly Miscellaneous"
3 View the graph! It shows your cash balance over the next 90 days.

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