Understanding Your Cashflow Insight

What is the Cashflow Insight?

Cashflow Insight is a real-time financial tracking tool that lets you monitor your property portfolio's income and expenses in one place. By connecting a financial account or logging transactions manually, you always have an up-to-date view of where your money is going.

How do I use it?

There are two ways to get started with Cashflow Insight:

• Connecting a financial account – Link a bank or financial account to automatically import and sync your transactions in real time.

• Manually adding transactions – Log income or expenses as they occur.

Why should I track my cashflow?

Tracking your cashflow with Cashflow Insight gives you a clearer picture of your portfolio's profitability, helps you spot income and expense trends over time, and supports smarter decision-making for future property investments.

Troubleshooting 

• Nothing is showing up? Cashflow Insight requires at least one connected financial account or a manually added transaction before any data will appear. Follow the steps in the "How do I use it?" section above to get started.

• Seeing incorrect values? Review your manually entered transactions for typos or incorrect amounts. If you use a connected account, also verify that the account sync is up to date and that no transactions have been duplicated.