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CashFlow 2.0
Keeping your finances in check
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Risk
Health score
0
Risk
Your projected cash flow needs attention.
What is driving the score
Income suggestion
Move the target score and Cashflow will estimate the extra monthly income needed, based on your current projected expenses and carry pattern.
Target health
75
20557595
This month
Ready
Cashflow
Settings
Adjust preferences and manage your financial information.
Credit cards
Add, edit, and remove cards used for statement periods and bill assignments.
Delete everything forever
This permanently clears all saved entries, skipped occurrences, overrides, carry adjustments, statement extras, credit cards, import state, and local saved data for this app.
Quick edit
Edit entry
Adjust this entry one time without opening the full editor.
New entry
Add entry
Capture a bill or income item for the current timeline.
Monthly notes
Monthly Notes
Add a note for this month.
Data connection
Save and Sync
Save and Sync use your Wix endpoints automatically. No URL entry is needed.
Connection
Monthly statement
Statement report
A comprehensive report for a completed month.
Statement summary
Credit card payment
Quick view of the statement this payment covers.
Link transaction
Link actual transaction
Select the imported one-time transaction that matches this recurring bill. Once linked, the recurring estimate is hidden from statement totals to avoid duplicates.
Actual transactions
Only one-time credit card transactions in this statement period are shown.
Statement Details
Statement spending
Where this statement went
Cashback tracker
Rewards details per transaction
Transaction import
Import credit card transactions
Upload a CSV, map its columns, choose a credit card, and import selected rows as one-time credit card bills.
Import
Upload
No file selected
Expected columns can vary. After upload, map the CSV fields for date, amount, description, and category before importing.
Import settings
If a statement period is selected, existing one-time credit card transactions for that card inside that statement window will be deleted before the import is applied.
Column matching
Date column
Amount column
Description column
Category column
Review
0 selected
Upload a CSV to review transactions.
Category goals
Manage category goals
Configure every category goal in one place. Goals apply to every month and can be fixed dollar amounts or a percentage of each month’s combined income.
Carry adjustment
Adjust carry for month
Change only this month’s carried over amount. Add or deduct a value, or make that month start at zero.