goCashFlow opens up to the dashboard view, where user may select any specific finance operation to carry out. Tap any tab to expose navigation buttons for various tasks and views.
To view Entered transactions and Spend by Categories, tap the tab labelled "Transactions & Category Spend".
To view the Financial Statements and CashFlow chart, tap the tab labelled "View Statements & Chart".
View Period: In all above views (except CashFlow chart) you can edit the date/time period in view/review by tap-ing the top right button labelled "Period" and choosing the date range to view, OR just to reset to default allowing all enteries for the account to be viewed.
To begin, create an account by clicking "Accounts" button on the top right corner of the navigation pane. This brings you to the Accounts view. Click on the "+" sign to add an account. Enter a name for the new account (maximum 11 characters), Enter a date, and click on the "Default Zero Account" to create a plain account for budget expenses (consisting of zero Assets and Liability).
Greater use may be derived by entering further values in the asset/liability columns representing assets, cash, debts owing & owed, owner equity (owner cash input), etc., ensuring "Total Assets" & "Total Liability" are equal to each other. These values represent the user/business status as any point in time, and this time should be referenced by the date.
Multiple accounts may be created, but one must be selected to make use of it. A selected account displays a check mark to the right. Once an account is selected, the account name displays at the top of the 'dashboard' view. The only transactions allowed without any account selected is Backup/Restore and Categories Editing.
Transaction Entry & Editing
In the dashboard view, tap the top tab labelled "Income Input / Expense". This will expose the 'Income', 'Expense' and 'Edit Categories' buttons. Tap "Income" or "Expense" to enter either income or expense respectively. To make any basic entry, the first 4 fields MUST be filled out. These 4 are: Date, Category, Sub-Category and Amount. These 4 mandatory fields are enough for basic expenditure and budget tracking.
All other input elements are for more rubbust entries where specific items that may affect one's Equity-Liability position and aid in displaying one's Financial Performance, are laid out in more detail. This is where one may track personal or business growth as it reflects mainly on the balancesheet and cashFlow chart views. Click "save" to capture the 'snapshot' entries in the database.
To Edit an entry, from Transaction view just tap the entry you want to edit. This takes you to the view where you may adjust your entries. You cannot change in Income entry to an Expense entry, and vice-versa.
In the dashboard view, tap the input tab labelled "Input Income/Expense" to expose the "Edit Categories" button. Tap the "Edit Categories" button to slide in the "Edit Categories" view.
To delete a sub-category or move a sub-category from one category to another, tap the top right button labelled "Edit". To delete tap the red 'minus' circle to left of each row and confirm. To move, hold down on the 'row marks' on the right edge of each row and move it by dragging it to the desired category (categories are showing as segment headings). To delete a category itself user must delete all other elements under the specific category (actually the first and last elements in each category labelled "category-name" and "Other" cannot be deleted if there is any other element in the category's collection. Eventually, Deleting any of them will delete the category at once).
To Edit a sub-category, simply tap on the category to slide in the "Add Category" viw. Make your desired changes on the text, the input/expense type and the main/overhead/none classification for Income Statement. Click on the top right button labelled "Save".
To Add Category or Sub-Category, tap the blue "Add" button on the right of each segment title (category name) to slide in the "Add Category" view. To input new sub-category, select the category (parent) from the category picker and then select to textfield and input the new sub-category. Also select the input/expense type and the main/overhead/none classification for Income Statement. Click "Save". To input new category, select "None" from the category picker, and then select the textfield and input the new category. Click "Save".
Backup & Restore
To keep all entered data on-hand just in case of loss due to a device reset or other demise, one way to regain any lost data is to restore from iTunes desktop. But many users know that for one reason or the other one may not have current app data backed up in the system, or one may not desire to simply restore from backup (if working selectively).
One convenient way to keep your goCashFlow data backed up is to use the goCashFlow Data backup utility. This requires internet connection and backs up the current existing data to the silversurf servers. On every back attempt, an email is sent to the entered email address of the user with a 'success' or 'failure' report. This report is the final confirmation of the status of the backup attempt.
To backup data, from the dashboard view of the app tap the top left button labelled "Data". This brings you to the data backup view. Enter a your valid email address and any password of your choice. then tap the "BackUp" button. A 'success' or 'failure' message will determine the device internet connection's performance during the backup attemp. Remember that the final confirmation of backup success or failure will be email immediately to the entered email address.
To restore data, simply repeat the above process to Enter a your valid email address and the correct password you used to backup the data ant then tap the "Restore" button.
From the dashboard view, tap the third tab labelled "View Statements & Charts" to expose the "Income Statement", "Balance Sheet" and "CashFlow Chart" buttons. Tap the "CashFlow Charts" button to slide in the "CashFLow Chart" view. An animated arrow will automatically draw the Expense-Investment character of the specified account differentiating between low/high investments with 'arrow colors' and 'arrow direction thickness'. This is where you know if you're meeting up to your investment target, being 'how much of your expense must be paid to your future growth' for personal expenditure, and 'how much of your business activity is helping your business grow' for business.
You may set the % re-investment requirement by sliding the slider to adjust percentages accordingly.