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
Group 2
Savings pots
Allocation mode
Envelope planner
Cash intelligence
Weekly runway
Month close
Month-end review
Group 3
Forecast studio
Group 3
Rollover controls
Bill manager
Fixed bills dashboard
0 tracked
Rule builder
Recurring rules editor
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
No attachment selected.
Planned vs actual
Status checker
Enter a day and actual balance.
Detailed day check will appear here.
Planned balances use planned amounts. Actual balances use actual amounts when they exist.
Group 4
Scenario sandbox
Group 4
Debt tracker
Group 5
Audit log
0 entries
Group 5
Timesheet income import
No timesheet import yet.
Calendar
Calendar view
Table
List view
| Date | Items | Balance |
|---|