Expanse Planner

Cashflow guides

Take Your Cashflow With You

Save the planner’s cashflow as a file Expanse Cashflow opens.

Export Cashflow… saves the planner’s cashflow as a .cashflow file, which opens in Expanse Cashflow on iPhone, iPad and Mac.

  1. On the Mac, choose File ▸ Export Cashflow…. On iPhone or iPad, open any Cashflow page and choose Export Cashflow… from its Cashflow menu at the top.
  2. Choose where to save the file, such as iCloud Drive.
  3. Open it in Expanse Cashflow.
  • The file holds the cashflow only: its items in every year, its debts, and the Register’s Start and Opening Balance. Nothing else in the planner goes with it.
  • Changes made in Expanse Cashflow don’t come back to the planner yet.
  • Export Cashflow… is unavailable while the planner is read-only.
Note: Your firm can turn this off; see Your Firm’s Apps.

Related

  • Cashflow Items, liabilities, the register and the summary.

The same article is in the app, under Help. Synced from the Planner repository at bd30077, 2026-11-09.