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.
Quick answers.
Start here for the most common cleanup and history questions.
Add a past transaction
Use Clear & Backdate to enter something that already happened.
Processing & HistoryClear & Backdate
Clear a transaction, choose the right date, and adjust the amount.
Processing & HistoryView past transactions
Open Past/History to review transactions that already cleared.
Processing & HistoryAccounts & 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 & PlansChange a plan schedule
Change a plan from monthly to yearly, weekly, or another schedule from a future start date without changing earlier history.
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.
Quick Start and contextual guides
Use Quick Start, Learn More, and contextual guides introduced in version 1.17.0.
Getting StartedBank connections and reconciliation
No live bank linking. Reconciliation Beta starts in version 1.17.1 for invited users.
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.
8 articles for Foreseenly CashFlow.
What does Process Manually do?
Manual Processing vs. default Automatic Processing (Auto-Clear)
Processing & HistoryClear & Backdate
Clear a transaction quickly with the swipe action, choose the right date, and adjust the amount before clearing.
Processing & HistoryView past transactions and history
Review processed transactions in Past/History and return to Forecast when you are done.
Processing & HistoryAdd a past transaction
Use Clear & Backdate for a transaction that already happened.
Processing & HistoryHow to view Deleted Transactions
Deleted vs. Archived Transactions
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
Share data through iCloud and choose which accounts stay visible.
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.
1 article for Foreseenly CashFlow.
App Freezing or Crashing
What to try first if Foreseenly freezes, crashes, or will not open, and how to send crash details to support.
TroubleshootingArchived guidance.
These articles are kept for older support links. Start with current help unless you are following an older support thread.
Archive previous balance repair for older app versions
Older-version guidance for a resolved Archive previous-balance issue.
Archived guidanceBalance update issue in older Foreseenly CashFlow builds
Older-build guidance for the resolved Foreseenly CashFlow 1.14.0 balance update issue.
Archived guidanceContact QApps Support.
Send a ticket when the help articles do not answer your question or you need device-specific help.