Beyond Budget
Help Center
Help Center
  • Welcome
  • Why budgeting matters
  • Key features
  • Quick start guide
  • Interactive demo
  • About us
  • FAQ
    • Does the app have a web version?
    • Can I use the app on iOS devices?
    • How to switch from classic to zero based budgeting or vice and versa?
    • Does the app offer a free plan?
    • Does the app offer a lifetime payment option that includes future updates?
    • Which features will be built next, and is there a roadmap?
  • Budgeting Methods
    • Classic Budgeting
    • Zero-Based Budgeting
  • Basics
    • Dashboard
    • Targets
    • Credit cards
    • Overspending
    • Overallocation
    • Money reallocation
    • Projections
    • Forecasting
    • Financial health score
    • Starting over
    • Surplus Funds Overview
    • Groups and categories
    • Small debts
    • Large debts
    • Carry over amounts
    • Different pay cycles
    • Tracking investments
    • Credits & Refunds
  • Transactions
    • Overview
    • Expense
    • Income
    • Transfer
    • Recurring transactions
    • Future transactions
    • Management
    • Colors and notes
    • Sentiment
    • Tags
    • Payees
    • Location
    • CSV / PDF Export
    • Smart search
    • Templates
  • Accounts
    • Basic details
    • Recent Spending
    • Alerts
    • Balance projection
    • Types
    • Uncleared balance
  • Import transactions
    • AI Notification Importer
    • Smart AI Receipt Scan
    • OFX, QIF and OFC
    • CSV
  • Quality of life
    • Auto allocation
    • Pin category
    • Hide category balance
    • Quick Account Transaction
    • Quick Category Transaction
    • Quick Category Budget
    • Quick Category Insights
  • Insights
    • Where is my money allocated?
    • Where does my money go?
    • What's the big picture of my budget?
    • Where have I spent the most over time?
    • What is my net worth?
    • Am I living below my means?
    • Income vs expenses
    • Quick cash flow
    • Spending Comparison
    • Transaction map
    • Transaction calendar
  • Gamification
    • Badges
    • Online league
    • Streaks
    • 66-day habit
    • Levels
  • Settings
    • Security
    • Theme
    • Shapes
    • Color scheme
    • Category visuals
    • Home Customization
    • Budget preferences
    • Miscellaneous
    • Currencies
    • Keypad
    • Missing your emojis?
    • Multilingual Support
  • Nice to have
    • Shopping list
    • Warranty management
    • Family group
    • Widgets and Shortcuts
  • User Account
    • Exporting your data
    • Deleting your account
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  1. Insights

Quick cash flow

PreviousIncome vs expensesNextSpending Comparison

Last updated 9 months ago

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The Quick Cash Flow insight provides a fast, straightforward summary of your income and expenses over different time frames, helping you keep a close eye on your financial movements.

Key Features:

  • Today, Last 7 Days, 14 Days, 30 Days, This month, Last Month, etc.: The quick cash flow view breaks down your financial activity into three distinct periods— the past week, the past two weeks, and the past month. This allows you to easily spot trends or shifts in your spending and income over varying lengths of time.

  • Total Income & Expenses: For each period, you get a detailed count of how many transactions contributed to your total income and total expenses. This breakdown helps you understand your overall financial inflows and outflows, allowing for better budgeting and planning.

  • Balance: The balance shows whether your income is covering your expenses for each of the periods. A positive balance indicates that you’re in the green, while a negative balance alerts you to periods of overspending. This feature gives you a quick snapshot of your short-term financial health.

By using the Quick Cash Flow insight, you can easily assess how well you're managing your money over short, actionable periods, helping you make more informed decisions to maintain or improve your financial balance.

This feature is partially available on the free plan, but to unlock full access to all detailed insights, you'll need to upgrade to the Pro plan.