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Easy Cashflow is the best way to keep on top of your business finances.
By linking your bank accounts and credit cards, you can automatically import transactions for processing and ensure that every cent in your business is accounted for.
This means you get a true picture of the health and profitability of your business. No more surprises at tax time; no more "can I afford this?"; no more "did I remember to add that expense?"
Want to see more?
Watch the 14-minute deep dive into Easy Cashflow video.
Overview
Easy Cashflow has four main screens:
- Bank Transactions — where you can link your bank account and credit cards and categorise/match your transactions. You can also import CSV files and bulk process transactions here.
- Ins & Outs — where you can see your manually created expenses, as well as the full history of all your previously processed transactions
- Reconciliation — where you (and your bookkeeper/accountant!) can check that everything has been processed correctly and nothing is missing
- Categories — where you can customise your categories list (sometimes called a "chart of accounts")
There are also loads of easy-to-use reports in Easy Reports, including Profit & Loss, BAS, Balance Sheet, Trial Balance, General Ledger reports and more!
Getting Started with Easy Cashflow
- Watch the 3-minute video at the top of this article to see a demo of the core functionality - categorising and matching.
- Read about linking and unlinking bank accounts.
- Learn more about entering your opening account balances to get perfect reporting totals.
- Read about matching and categorising bank transactions.
If you're a bookkeeper or accountant (or a small business owner who's keen to learn even more!) read our article on Easy Cashflow for Bookkeepers and Accountants.
Were you an existing user of Easy Expense & Income? Learn about the changes in our article Easy Cashflow: Changes for Existing Easy Expense & Income Users.
If you have any questions, you can always reach out to our support team via phone, live chat or email.