CashFlowMapper - Entering Transactions Manually

Entering Transactions Manually

Refer to the video on this feature at our YouTube Channel.

It’s recommended that manual entry is only used for edits and all minor changes to plans. Using the csv upload templates is much more efficient and will minimise the time you spend setting up and updating cash flow plans. Refer Editing Plans for transaction editing options.

• Ensure the plan has a tax and fx calendar added to it if required. Also set up groups if needed, although these can be set up later.

1. Access the plan details by selecting it from the Plans menu item.

2. Click “Add Transaction” and then “+Single Transaction”.

3. Enter the details as required. Refer the table at Transactions Overview for assistance.

4. Fields will appear and disappear as options are selected.

5. Click “Add Transaction” to save.

6. Click the “x” at the top right of the window to not save.