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Read your Cashflow

See what happened, compare it with your plan, and know what to do next in Moolah on Web, iOS or Android.

Read your Cashflow · Web
Open the view choices
1 of 3

Open the view choices

In Cashflow’s Timeline, open the view control at the top. Tracked + planned shows tracking through the current month, then planning from the next month.

Click the highlighted control or choose Next.

Practice with sample data.
  1. 1

    Choose one month

    Open Cashflow and switch to Timeline if you’re in the monthly summary. Use the date control to choose a year, then find the month’s column.

  2. 2

    Compare tracking with planning

    Open the view control and choose Comparing tracking vs planning. Tracking shows what happened. Planning shows what you expected.

    Check that your latest bank transactions have arrived before comparing.

  3. 3

    Look closer, then decide

    The control now says Tracking vs plan. Compare the amounts in the same month’s column and find the category that explains the difference.

    If it was a one-off, your usual plan may still fit. If it is your new normal, update the recurring item. Changing a plan keeps your real transactions intact.

You’re done when you understand the difference and know your next step.

Need to change your plan? Add or change a planned item →

Captured from the Web app with sample data.

Something doesn’t look right?

Check that your latest bank transactions have arrived before comparing them with your plan. Review any unexpected transaction’s amount, date and category.

Transfers between your own accounts are not ordinary income or spending. Investment growth changes a valuation rather than recording cashflow. Refunds keep their real date and source.

New to Moolah? Set up your Cashflow first.

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Contact Moolah supportOpen the mobile support conversation and provide the details needed to help you continue.Fix a bank connectionRecover when consent does not open or the connection does not finish.Get helpManage billing or restore accessUse the original purchase channel to manage a subscription or recover paid access.Build your Net Worth pictureBring what you own and owe together, with current values and no double counting.Connect your accountsBring your supported accounts and recent financial information into Moolah.Create a goalDefine something you want to work towards and track your progress.Plan your next 12 monthsBuild a realistic forecast, find potential savings and spot the months that need a buffer.Learning centreRead your CashflowSee what happened, compare it with your plan, and know what to do next in Moolah on Web, iOS or Android.Understand your longer-term directionRead how your current choices could affect future goals and financial independence.Give next cycle’s money a jobUse Income Mapping to plan what available money will fund next.Review your monthCheck what changed and make one useful adjustment to your plan.How Moolah connects your moneyBuild a living picture of your money and use it for your next decision.Why I built MoolahMoolah exists to help you live well now, care for what comes next and stay in control of your financial direction.How to get control of your moneyBuild a clear picture of what is happening, choose a practical review rhythm and act on the issue that matters most.How to get one month ahead with moneyBuild an income pool for the next period safely, whether your useful rhythm is monthly, fortnightly, weekly or payday-aligned.How to make a financial decision with confidenceCompare financial options using the same assumptions, see the trade-offs and keep the final choice in your hands.How Moolah connects to your financial dataUnderstand the consent flow, read-only access and the control you keep over a connection.Add or change a cashflow itemKeep your future income and spending assumptions realistic.