Adding Cash Events
Creating Cash Events
- Click Add an Event to create new recurring or one-time events
- List displays of suggested recurring events based on transaction history. Select the green checkmark to add an event to your Cash Events List.
- Don't see the desired transaction? Select "Create your Own"
Create Manual Cash Events
Allows you to manually enter a Cash Event that is not listed in the suggested transactions.
Based on Past Transaction- Pulls up a list of transactions from the last two months. Useful for transactions that may not have yet recurred or otherwise do not appear in the Suggested list.
- Select a transaction
- On popup: set Start Date, set Repeats info
- Select Save
Start from Scratch
Manually enter a Cash Event that is not currently represented in your transactions.
Edit Cash Events
Select a Cash Event from the Events list:
- Manually Mark Paid: Update the status of an overdue Cash Event that does not have a corresponding matching transaction or if the transaction occurred of Cash Flow. Matching allows the forecast to improve over time.
- Edit Properties: Select
and select Edit to edit its properties
Delete Cash Events
- Select a Cash Event from the Events List, select
and select Delete to delete the current cash event. - You can also select
on the Edit screen and select Delete. - You will be presented with these delete options:
