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Documents

 **Kieliversiot**: Suomenkielinen teksti on ensimmäisenä kunkin otsikon alla. Englanninkielinen teksti seuraa sen jälkeen.

 **Languages:**: Finnish text appears first under each heading. English text follows below it.

Dokumentit — Ominaisuudet / Documents — Features

This includes basic guides for using the app. 

Cashflow Module Guides

Getting started

This includes the workflow for managing transactions efficiently. 

Managing transactions

Templates allow you to create reusable patterns for recurring transactions that automatically generate forecast transactions. This feature is essential for cash flow planning, helping you predict future income and expenses based on regular patterns.

Templates/recurring transactions

This includes all features of our budgeting system.

Budgeting

GoMonio's banking tool uses PSD2/Open Banking technology to securely connect to your bank accounts across Europe, providing automatic transaction synchronization, real-time balance updates, and historical data import.

Accounts and banking tool

GoMonio uses a straightforward subscription-based billing system powered by Paddle. Your billing requirements depend on your profile type, and the platform provides flexible payment options with transparent pricing.


Billing & Subscription Management

GoMonio's member management system allows you to invite team members, family, or colleagues to collaborate on your profiles with role-based permissions. 

Member management

GoMonio uses multiple layers of security to protect your financial data and account access. Understanding these features helps you maintain optimal security for your account.

Security & Account

Agency profiles allow you to manage multiple business clients from a single account. Each client's data is fully isolated, and clients automatically receive premium business features at no additional cost to them.

Agency Features

GoMonio works best when you review your transactions regularly. Whether you check in daily or once a week, the routine is always the same — a simple loop that keeps your finances accurate and up to date.

Workflow Guide

This article explains simply what the easiest and best way is to do cash flow planning.

How can we help you?

Documents

Cashflow Module Guides