---
title: "Help & Guide"
description: "Everything you need to use Cashflow — concepts, screens and common workflows, from envelope budgeting and IOUs through to statement import and webhooks."
sidebar:
  icon: house
---

Everything you need to know to use Cashflow — concepts, screens, and common workflows.

**[Getting started](/getting-started)**

Cashflow is a personal finance app that combines cash-flow tracking, envelope budgeting and IOU management.

**[Core concepts](/concepts)**

These building blocks work together to give you a complete picture of your money.

**[Screens](/screens)**

One section per main screen in the app.

**[Workflow: IOUs (money you owe or are owed)](/iou-actions)**

When you flag a transaction as reimbursable, it shows up as an Open IOU.

**[Common workflows](/workflows)**

1.

**[FAQ & troubleshooting](/faq)**

This was a known bug and is now fixed: the UI only confirms success if the database actually updated.

**[Data storage & privacy](/data-storage)**

Be aware where and how your data is stored before entering anything sensitive.

**[AI assistant](/ai)**

An optional in-app assistant that uses a chat model you provide.

**[Statement import](/statements)**

Upload a bank or credit-card statement on the Statements screen and let the AI read it, then compare every row against y

**[Webhooks](/webhooks)**

Outbound webhooks notify an external service (e.g.

**[Transaction links](/links)**

Group several individually-booked transactions that belong to the same real-world purchase (gift cards split across two

**[Generic OIDC sign-in](/oidc)**

Settings → Integrations configures the OIDC provider (Authentik, Keycloak, Zitadel, …) that users can sign in with.