Foreseenly™ CashFlow
Help
Help for cash-flow forecasting, accounts, plans, transactions, backups, settings, and troubleshooting.
Browse Foreseenly CashFlow help.
Articles are grouped by product area so you can scan related answers quickly.
Accounts & Plans articles.
18 articles for Foreseenly CashFlow.
Using Transfers to move funds between Plans
Transferring funds between accounts
Accounts & PlansChanging upcoming expense
Editing individual transactions ~ Just Tap!
Accounts & PlansHow to add new name to Income or Expense Plans
e.g. Monthly Expense for an XYZ Category name
Accounts & PlansHow do I change income to weekly?
Changing Plan Repeat Frequency
Accounts & PlansHow to Edit or Add a Category or Account
Rename or Delete a Category or Account
Accounts & PlansAdd Another Account
There are 2 ways to Add Accounts
Accounts & PlansRemove or Delete expense item(s)
How to Remove a transaction
Accounts & PlansDuplicate or Split
Creating two or more transactions from one
Accounts & PlansChanging the Account & Combined View - All Accounts
Switching between accounts
Accounts & PlansQuarterly vs. Monthly & Single Trans. in Summary Views
Setting to omit single transactions from sums
Accounts & PlansAdd a new Plan / Bill / Forecast
Adding new Recurring Transactions
Accounts & PlansHow can I change the date that each month starts on?
How to Change the Recurring Plan Date
Accounts & PlansHow to change an account on a Plan
Ending a Plan and Starting a new One
Accounts & PlansCan I track balance for 2 accounts?
Utilizing Filter in the All Accounts view
Accounts & PlansSingle transactions such as withdrawals
How to manage one time items
Accounts & PlansSetting an End Date on a Plan
Ending or altering a plan
Accounts & PlansIncome (and Expense) Plans
Setting up Income Plans
Accounts & PlansDeleting or Discontinuing a Plan
Plan Ending or Erroneous
Accounts & PlansGeneral Help articles.
1 article for Foreseenly CashFlow.
How to Update/Change Account Balance
How to Enter Starting / Set Current Balance
General HelpGetting Started articles.
3 articles for Foreseenly CashFlow.
Replay the Foreseenly CashFlow tutorial
Replay the in-app tutorial or open the full user manual.
Getting StartedBank Connections
FAQ: Can I connect a bank account?
Getting StartedBudgeting vs. Cash Flow Forecasting
What’s the Difference?
Getting StartedLoans, Assets & Net Worth articles.
10 articles for Foreseenly CashFlow.
Net-worth, Assets, Loans & Appreciation
Explanation of Terms and Features
Loans, Assets & Net WorthAdvanced Asset Setup incl. Crypto
How to Setup Assets like Stocks or Crypto
Loans, Assets & Net WorthCreating a Plan for Debt
To enter debt or loan plan into the app, you can simply tap the Plan or the New button under the graph and start creating a Forecast Plan. You can...
Loans, Assets & Net WorthHow to Setup a Savings Plan
Saving Account Entry
Loans, Assets & Net WorthEscrow Payments
How to Setup Mortgage Payments with Escrow
Loans, Assets & Net WorthLoan or Mortgage Payment Setup
Creating Loans with Amortization Schedule
Loans, Assets & Net WorthHow to Setup an Asset with Appreciation
Tying your Lender and Your Asset together!
Loans, Assets & Net WorthAnnual Reserve vs. Shortage
The balance of your cash flow—positive or negative.
Loans, Assets & Net WorthMaking an Extra Mortgage or Loan Payment
Paying off your debt faster
Loans, Assets & Net WorthAsset Contribution & Distribution Plans
Monthly Asset Payments
Loans, Assets & Net WorthProcessing & History articles.
9 articles for Foreseenly CashFlow.
What does Process Manually do?
Manual Processing vs. default Automatic Processing (Auto-Clear)
Processing & HistoryEarly Processing
On each individual transaction, you have the option to "Process Early." This feature allows you to immediately archive the given transaction and...
Processing & HistoryHistory/Past: How to view prior transactions?
Retrieving prior transactions from History/Archive
Processing & HistoryHow Back Date / Enter Old Expense Transaction
Process today for historical purposes
Processing & HistoryHow to view Deleted Transactions
Deleted vs. Archived Transactions
Processing & HistoryHow to fix Archive's previous balance
Archive Balance is OFF what now?
Processing & HistoryAuto-clear transactions
i.e. Process manually / Clear & Backdate yourself
Processing & HistoryHow to Restore/Refund/Undo a Transaction
Need to reverse or adjust a past transaction?
Processing & HistorySearching All Due Today
Quick manual processing
Processing & HistoryReports & Summaries articles.
1 article for Foreseenly CashFlow.
Spent or Spending by Category
Using the Sum Graph for your Spend
Reports & SummariesSettings & Data articles.
9 articles for Foreseenly CashFlow.
Backup & Sync - Loading data from another device
iCloud Setup for sync and sharing
Settings & DataDEMO vs LIVE vs COPY
Purpose of each database
Settings & DataiCloud Sharing
How to share Live Data with my spouse
Settings & DataUsing a comma instead of decimal point
i.e. adjusting your device locale settings
Settings & DataExport and Import (csv)
Exporting Foreseenly CashFlow Data
Settings & DataAuthentication
Enabling/Disabling Authentication
Settings & DataFilters and How to Save them
Working with Filters
Settings & DataHow to increase text size / font size
Change the app text size from Settings.
Settings & DataChanging to Calendar or List View
Switching the two Forecast view options
Settings & DataTroubleshooting articles.
2 articles for Foreseenly CashFlow.
App Freezing or Crashing
If you are experiencing freezing and you are on the latest app version (check in the App Store), you can try to resolve the issue by completely...
TroubleshootingBalance update issue in older Foreseenly CashFlow builds
Update the app first, then review affected transactions.
TroubleshootingContact QApps Support.
Send a ticket when the help articles do not answer your question or you need device-specific help.