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Know what you have. Plan what comes next.

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Guide

Cash at a glance

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Fictional example only. The sample amounts and dates are not real bank data.

Today: leave Show cash on empty. Another day: choose a date in the cash record. Available cash: what is left after money you keep aside.

First time? Open the existing cash record below → Start here · set up once. Enter and check your starting balance. Keep the same record each month.

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Personal Cash

1 · Record money

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Add a payment: in the table below, select New ▾ → New Transaction. Follow its three short steps.

Needs attention? Open Cash review. Fix its messages and check plans whose payment date has passed.

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Sample version: the date filter in the box below is relaxed so the example entries stay visible. In your own copy it shows current dates only.

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2 · Check the month

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Continue: open the earliest Do by date in To do below.

No check yet? Select New ▾ → Monthly money check. Set the month and a finish date.

Check → Plan → Finish. About 15 minutes. Finished checks stay in History.

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Monthly Money Checks


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