Skip to main content

Cash Flow

The Cash Flow page provides a comprehensive visual overview of your financial activity in one convenient location. Track the movement of money through your account to optimize and maximize your cash flow.

Sarel Cohen avatar
Written by Sarel Cohen
Updated over 2 months ago

How to Use Cash Flow

  1. Click on the ‘Manage’ tab and select ‘Cash Flow’ under the Accounting section.

2. This page is a visual representation of your cash flow and includes:

  • Cash flow from the past four years

  • Cash flow of the last 12 months

  • Monthly cash flow, received, and spent

  • A visual chart of the years cash flow

  • Click on each box to view the graph with only that metric

3. You can use the blue buttons labeled ‘All Properties, All Owners, All Ownerships, and All Type’ to filter the data as needed.

4. At the top, you will find options to export your data or file your tax return.

Did this answer your question?