Cashfulness step by step
The free video course for getting started with Cashfulness, from installing the app to budgets and reports, in ten short lessons.
- Lesson 1
Installing Cashfulness and creating your first accounting space
From download to your first accounting space: where to get the app, what sign-up asks for (a nickname, not your name), verifying your email and the first two stages of the guided setup, with the mistakes to avoid.
Read the lesson - Lesson 2
The net worth survey: accounts and opening balances in Cashfulness
The survey is a snapshot of what you own and what you owe, today. Category by category: cash, investments, home, car, cards, mortgage. With the mistake almost everyone makes with the mortgage, and the account you add later.
Read the lesson - Lesson 3
Recording a transaction in Cashfulness: expenses, income and transfers
An expense, some income and a transfer: the form asks you three questions and the app writes the double entry. Where to see Debit and Credit, what to do when more than two accounts are involved, and the bar that records an expense in seconds.
Read the lesson - Lesson 4
Taking a fix: reading the Cashfulness home page in one minute
The home page from top to bottom: net worth and why its change isn't your profit, the four indicators, the two reports in miniature, the things to confirm, savings capacity and how long your money would last.
Read the lesson - Lesson 5
Recurring entries and payments due in Cashfulness
Salary and rent are set up once, and the app offers them to you each time they're due without ever writing on its own. Taxes and fines go in Payments due, with a reminder. The difference between the two, and how to use them.
Read the lesson - Lesson 6
Budgets and categories in Cashfulness: create, read and renew a budget
A budget is a pact with yourself: for these things, this amount, over this period. We build one on a category made on the spot, read it with two bars and a projection, and renew it when it expires, only if you decide to.
Read the lesson - Lesson 7
The Balance Sheet and the Income Statement in Cashfulness: the photo and the film
The Balance Sheet is a photograph: what you own, what you owe, what's left for you. The Income Statement is a film: what came in and what went out over a period. Where to find them in Cashfulness, how to read them and how to export them.
Read the lesson - Lesson 8
Importing into Cashfulness: CSV bank statements and GnuCash files
If your transactions are already in your bank statement or in GnuCash, you don't have to type them in again. How to import a CSV by matching its columns, how a GnuCash file comes in with its whole tree of accounts, and how to go back.
Read the lesson - Lesson 9
Privacy in Cashfulness: encrypted documents, hidden amounts and two-factor sign-in
Where the privacy line is drawn in Cashfulness: what we know about you, what we can't read even if we wanted to, and which switches are in your hands. The document code, the Recovery Key, hidden amounts, locking the app and two-factor sign-in.
Read the lesson - Lesson 10
Sharing your books with your family and choosing a plan in Cashfulness
When an account isn't only yours there are three routes, and you choose based on who records the transactions. Then the plans: what's in the free trial, what changes with Premium and with Ultra, how you pay and how you cancel.
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