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Tracking Cash Flow

Managing Cash Flow with Cash Insights

Updated over a week ago

Cash Insights helps you keep an eye on your business finances with Money In and Money Out. Get a clear view of income and expenses with a breakdown of all your linked bank accounts in one spot.

  1. Open the Dashboard in the app

  2. Tap Money In or Money Out to view income and expenses

  3. Tap a category (e.g., Rent, Payroll, Insurance) to view transactions

  4. Adjust time periods at the top of the screen to track trends

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