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CashflowPlan

Name: CashflowPlan
Rating: 1 (1 reviews)
Author: iStArtApp

Your cashflow budget

Published by: iStArtApp

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Description

+ What is CashflowPlan
CashflowPlan archives your financial transactions to create and edit a sources-costs budget with detailed views and charts.
Simple yet powerful: CashflowPlan helps you to manage your future Cash Flow in a meaningful way. Treat yourself to a greater peace of mind and instead of back-tracking your finances, take a deep look into your future.
+ CashflowPlan is universal
You can use CashflowPlan on your iPhone, iPad and Mac. With your Apple Id CashflowPlan syncs your budgets on all your devices.
+ CashflowPlan first setup
Just out of the startup welcome slides, name your accounts for setup: up to four. You can choose name, color and order.
Press the button with three stripes (Menu button) which has various choices including 'Settings', the icon with the gears, where you find:
- Accounts: for names and order
- Accounts color
- Assets and Snapshots: assets and accounts added together to create a list of Snapshots at user-defined dates
- Years Archive: archive management menu to save and load whole years
+ Build your first budget
CashflowPlan has two main views:
- Year view
- Month view
CashflowPlan, just downloaded, presents the current year at zero, with all months each containing just one pre-set transaction with the initial balance at zero.
Select the view of the month you are currently in: you can start adding transactions to the accounts that interest you there.
For each transaction you have a description and a date for which you enter movements on the accounts such as uses/costs (-) or sources/revenues (+): transactions already executed can be marked as 'Done'. Foreseen transactions will be left unmarked. By doing so, in the month view, you will have an eye on what has already happened and what you foresee that will happen and when, in the near future.
For the first transaction, for example, enter the description 'Initial balance' and the balance on that date of your accounts. By continuing to enter transactions, in each month, you will build your sources-costs budget.
+ Selection of visible accounts
In the year view you find five buttons with colored icons: the first four for each account. If they are marked the account is visible, hidden otherwise. The fifth icon allows you to choose the view, for all visible accounts:
- separate, or
- summary, cumulative.
Just a single tap or click.
+ More details for editing transactions
Edit a transaction simply with a tap or click on the transaction row. To delete a transaction just swipe the row left on iPhone/iPad, or use the swipe of your finger on the Apple Magic Mouse on the Mac.
'Repeat' checkboxes: you can mark them active for a periodic 'Weekly' or 'Monthly' transaction. The whole year will then be weekly or monthly filled with the transaction.
Another very useful checkbox is the 'Active' checkbox: it is used to answer the question 'What if?'. If the checkbox is not checked, the transaction is inactive and will appear greyed out in the month: you can thus see the effect that the inactive transaction has and the future consequences. Just check the 'Active' check box again to reactivate the transaction.
A context menu is also provided for transactions: on the iPhone and iPad, keep the transaction pressed for a few seconds. On Mac, use the right mouse button on the transaction, or use the keyboard [ctrl] key with a mouse click. From the menu that opens you can select the editing form or copy/cut/paste the transaction, or delete it.
+ Charts
At any time you can view a user selected line chart or a bar chart, that shows you the trend of the accounts both for the whole year or for each month. Accounts are tracked using their colors.
+ CashflowPlan is freemium
App evaluation is free for a 30-day trial period beginning when you enter your first transaction. In the app you find in-app purchases for the premium version without time limits or limited time subscriptions

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In-Apps

Premium version: $10.99
One month subscription: $1.99
Six months subscription: $5.99
Three months subscription: $3.99

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CashflowPlan FAQ

Is CashflowPlan free?

Yes, CashflowPlan is free to download, however it contains in-app purchases or subscription offerings.
Is CashflowPlan legit?

Not enough reviews to make a reliable assessment. The app needs more user feedback.

Thanks for the vote
How much does CashflowPlan cost?

CashflowPlan has several in-app purchases/subscriptions, the average in-app price is 5.74 $.
What is CashflowPlan revenue?

To get estimated revenue of CashflowPlan app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

1 out of 5

1 ratings in United States

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Ratings History

CashflowPlan Reviews

Cannot Get Support

When I tried to enter my starting budget, it wouldn’t allow me to enter decimal places (cents). When I tried to enter support from Apple Applications the message said it was unable to connect to the server. This will be of no use to me if it only rounds amounts.

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