How can I generate and download custom cash flow statements?

You will be able to see an overview of your cash flow analytics, from the Analytics & Reporting tab. You will also be able to generate custom cash flow statements based on preset and custom filters by property and timeframe.

All of the transactions that will be included in your cash flow statements will be taken from your Transactions tab, based on the way you’ve categorized all of these transactions. For instructions on how to categorize your transactions from the Transactions tab, please see this article.

Once you’ve selected your desired filters for your cash flow statement, you’ll be shown an overview of what the statement will look like. In order to download this statement, select the blue ‘Download Statement’ button.