Help & Guide
Everything you need to use Cashflow — concepts, screens and common workflows, from envelope budgeting and IOUs through to statement import and webhooks.
Everything you need to know to use Cashflow — concepts, screens, and common workflows.
Getting started
Cashflow is a personal finance app that combines cash-flow tracking, envelope budgeting and IOU management.
Core concepts
These building blocks work together to give you a complete picture of your money.
Screens
One section per main screen in the app.
Workflow: IOUs (money you owe or are owed)
When you flag a transaction as reimbursable, it shows up as an Open IOU.
Common workflows
FAQ & troubleshooting
This was a known bug and is now fixed: the UI only confirms success if the database actually updated.
Data storage & privacy
Be aware where and how your data is stored before entering anything sensitive.
AI assistant
An optional in-app assistant that uses a chat model you provide.
Statement import
Upload a bank or credit-card statement on the Statements screen and let the AI read it, then compare every row against y
Webhooks
Outbound webhooks notify an external service (e.g.
Transaction links
Group several individually-booked transactions that belong to the same real-world purchase (gift cards split across two
Generic OIDC sign-in
Settings → Integrations configures the OIDC provider (Authentik, Keycloak, Zitadel, …) that users can sign in with.