Guides

Cashflow

Five pages from the same items: Summary, Annual, Items, Register and Liabilities. These are the Cashflow articles from the app’s Help, and a walkthrough of Items you can click through.

Walkthrough · 7 steps See Items step by step Items holds the household’s cashflow, one tile per type, how an item repeats, adding one, and looking at another year. The Baker household is a sample.

CashflowItems, liabilities, the register and the summary.
Cashflow Across YearsAnother year or the next twelve months, an amount that changes from a date, and stopping an item from a year.
How an Item RepeatsRepeats, the weekend rule, Ends, and dates with their own amounts.
Debts and PayoffStatements, payment changes, extra payments, special rates and a debt's payoff plan.
Take Your Cashflow With YouSave the planner’s cashflow as a file Expanse Cashflow opens.
Share Your Cashflow With Your FamilyOne file in iCloud Drive, shared from Files or the Finder with the people you budget with.

Written for the Cashflow pages, which Expanse Cashflow shares with the advisors’ planner; the planner’s Annual Summary is the app’s Annual page, and the planner’s connections and reports are its own.