English - Cashflow Module Guides
This includes basic guides for using the app.
- Getting startedThe essentials to getting started.
- Managing transactionsThis includes the workflow for managing transactions efficiently.
- Templates/recurring transactionsTemplates 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.
- BudgetingThis includes all features of our budgeting system.
- Accounts and banking toolGoMonio'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.
- Billing & Subscription ManagementGoMonio 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.
- Member managementGoMonio's member management system allows you to invite team members, family, or colleagues to collaborate on your profiles with role-based permissions.
- Security & AccountGoMonio uses multiple layers of security to protect your financial data and account access. Understanding these features helps you maintain optimal security for your account.
- Agency FeaturesAgency 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.
- Workflow GuideGoMonio 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.
- How to do cashflow planning/forecasting?This article explains simply what the easiest and best way is to do cash flow planning.