Learn the basics of setting up your account
Manage your subscription and payment methods
Record, categorize, and track your transactions
Generate and customize financial reports
Protect your account and data
Tips for using Cashflow on mobile
Go to Settings > Bank Connections > Add Account. Search for your bank and follow the secure login prompts.
Yes! Navigate to Reports > Export. You can export to CSV, PDF, or Excel format.
Go to Settings > Subscription > Upgrade Plan. Choose your new plan and confirm the upgrade.
Absolutely. We use bank-level encryption and never store your banking credentials. Read more in our Security page.