Cashflow Calendar setup

10 short videos · for your clients

1. 1Where your budget livesWhere to find the budget, and what the Overview and Budget tabs are each for.1:31
2. 2Add your incomeEvery source of income, and why how often it lands matters more than the amount.1:23
3. 3Add your expensesAdding expenses: categories, how often each is paid, editing and deleting.1:55
4. 4Debts, housing and savingsWhy debts, housing and savings each have their own door, and what each one unlocks.2:46
5. 5Reading your budgetSurplus and shortfall, the income and spending breakdowns, and what yearly averages mean.1:58
6. 6Payday PlannerGive every expense a payday, so you know before the money lands whether it is covered.1:51
7. 7Cashflow Calendar setupChoose the account you pay from, enter today's balance, and put every bill and deposit on a date.2:19
8. 8Running your monthConfirming, rescheduling, splitting, skipping and moving entries to today, so the calendar matches real life.2:45
9. 9Runway and safe to spendThe runway, Safe to spend and the safety cushion: what you can spend today without a problem next week.1:28
10. 10Debt FreedomYour debt-free date: paying as you do now against Snowball and Avalanche, what an extra payment buys you, and the full month-by-month schedule.2:34