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Frequently Asked Questions
Getting Started
Visit the registration page and create your organization account. You'll become the organization owner with full access.
In the Manage tab, create entries for all your payment providers and vendors (utilities, subscriptions, contractors, etc.).
For each supplier, add recurring payment details including amount, payment day, and frequency (daily, weekly, monthly, quarterly, yearly).
Enter your current account balance in the balance card at the top of the dashboard. This serves as the starting point for all projections.
Navigate to the Projection tab to view your forecasted cash flow up to 100 months ahead. Check for any months where your balance might go negative.
Troubleshooting
The 2FA code didn't arrive
Check that your phone number is correct in your profile. SMS delivery can take 30-60 seconds. If still missing, request a new code or contact your administrator.
My balance projection seems wrong
Verify that your starting balance is correct, all recurring payments are entered with the right amounts and frequencies, and check for any transaction overrides that might affect current/next month.
I can't see another user's data
This is by design. Each user in your organization only sees data for their own account. Contact your organization owner or administrator to grant additional access if needed.
Tables are not sorting or filtering
Click on any column header to sort, or use the QBE (Query By Example) rows at the top of tables to filter. Multiple columns can be sorted simultaneously.
Changes are not saving
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