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Cash Flow

Created OnOctober 23, 2021

Last Updated OnDecember 29, 2022

byNathan Garcia

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Cash Flow Explained

The Cash Flow report allows you to creates an instant budget and so much more using Pocket Plan. Your Cash Flow is the value of money left over after all expenses are paid. A positive Cash Flow is essential to building wealth.

View all transactions with personal categories to see your expenses as:
– Essential
– Non-Essential
– Savings

When you first add an account, your account transactions from the past 30 days will be added.

These expenses can be sorted by category and searched by date or merchant.

Essential Expenses

Your essential expenses are vital to your life. You can see the full list of essential expenses here. We’ve tagged them automatically for you here, but we understand that you may want to retag your expense category. We can do this for you by sending us a list here.

Essential expenses:
Full list here

Household
Rent
Food
Groceries
Phone
Medical
Transportation
Loan
Pets
Children
Education

Non-Essential Expenses

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