Secure access
Cash Flow Sync
Same app, same data, phone and laptop. Log in with the same credentials on both devices.
Group 1
Executive dashboard
forecast
actual
warnings
Watch list
Alerts & warnings
Breakdown
Category view
Month setup
Month controls
Month duplication never copies items or active rules. It only carries forward final balance and car target.
Month summary
Balance snapshot
Starting balance
0.00
Forecast final
0.00
Car target
0.00
Progress
0%
0.00 / 0.00
Automation
Recurring rules
Manual entry
Add item
Planned vs actual
Status checker
Enter a day and actual balance.
Planned balances use planned amounts. Actual balances use actual amounts when they exist.
Calendar
Calendar view
Table
List view
| Date | Items | Balance |
|---|