Quick Start and contextual guides
Use Quick Start to set up your first forecast, then use Learn More and contextual guides for short walkthroughs inside the app.
Start here
Foreseenly uses two guide systems so help appears at the right moment:
- Quick Start helps you create the first forecast.
- Contextual guides explain screens and forms while you are using them.
If you are new to the app, start with Quick Start. If you are already inside the app and want help with a specific feature, look for Learn More or the contextual guide for that screen.
Quick Start
Quick Start (available since version 1.17.0) is for setting up the first forecast. It walks through the setup choices that usually matter most:
- privacy and app lock
- planning goals
- accounts and starting balances
- Financial Time Zone
- income, bills, loans, and transfers
- final forecast creation
Choose the Financial Time Zone used by your primary home and bank accounts. Foreseenly uses it for schedule and transaction dates, so normally leave it unchanged while traveling.
You can open Quick Start from Help to review setup, resume it if unfinished, or access restart and reset options.
Contextual guides
Contextual guides are short walkthroughs that appear around the feature they explain. They are meant to teach in place instead of sending you through one long tutorial.
Guides may also appear around income, bill, loan, and asset forms while you work.
After Quick Start leaves the add menu, Learn More appears there instead. It opens repeatable walkthroughs for:
- Calendar View
- manual clearing and Past
- Backup/Sync/Sharing
- Settings
These guides are optional and do not change your data unless you choose an action yourself.
If you already use Foreseenly
Existing users are not forced into Quick Start automatically. You can open Help to replay contextual walkthroughs or choose a reset option if you intentionally want to start over.
If you truly want to rebuild the app from the beginning, use the complete reset option. That is different from replaying a guide because it erases your current data and starts over.
If your app still says Repeat Tutorial
Older app versions may still refer to the old tutorial or Repeat Tutorial. Foreseenly 1.17.0 and later uses Quick Start, Learn More, and contextual guides instead.
If you still see Repeat Tutorial, update Foreseenly CashFlow from the App Store when you are ready for the newer guide experience.
For the broader product guide, use the Foreseenly CashFlow User Manual.
Was this article helpful?
Your vote helps QApps find articles that need clearer steps or better screenshots.
What was missing?